Investor Services Specialist
Standish Management
Salary undisclosed
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Description
Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.
Responsibilities:
- Respond to client and investor requests including but not limited to:
- Granting access to the investor portal
- Updating investor information
- Assisting with new investor onboarding
- Financial information questions
- Assist with completing audit documents
- Assist with ad-hoc projects such as:
- Financial and Tax reporting
- Capital call and distribution tracking
- Wire preparation
- Compile and organize investor CRM information with updated and accurate client information
- Communicate and provide information to the technology team to set up client portals
- Run Anti-Money Laundering (AML) reports and update AML database as needed
- Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
- Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
- Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
- Responsibly secure and handle sensitive financial and personal datea
- Maintain dialogue and build relationships with client personnel and investors (LPs)
Qualifications and Experience:
- Bachelor’s Degree required
- Experience in a client-oriented office environment, preferably in a related industry
- Proficiency in Microsoft Office applications, particularly Excel and Outlook
- Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
- Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
- Proven ability to manage competing priorities and deadlines
- Ability to effectively communicate to team members
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
Benefits:
- Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
- Comprehensive disability/maternity and paternity plans
- 401K
- Flexible Vacation Plan
- Sick Time Accrual Plan
- Standard holidays along with year-end office closure
- A flexible work environment for all employees
Benefits
- health insurance
- vision insurance
- 401(k)
- parental leave
- life insurance
About this role
Standish Management is seeking an Investor Services Specialist to serve as a primary point of contact for clients and investors in its Dallas office. You'd handle a broad range of client-facing responsibilities—from managing investor portal access and onboarding new investors to fielding financial information requests and preparing audit documentation. The role also involves operational work like running AML reports, coordinating with the technology team on portal setup, and supporting ad-hoc projects around capital calls, distributions, and financial reporting.
This position suits someone with a bachelor's degree and prior experience in a client services environment, ideally within finance or fund administration. You'll need strong Excel and Outlook skills, attention to detail, and the ability to juggle competing priorities while maintaining professional relationships with senior staff and external investors. The firm values self-starters who are comfortable taking on varied tasks and communicating clearly across teams.
Standish offers standard benefits including medical, dental, and vision coverage; a 401(k); flexible vacation; and a year-end office closure. The role is full-time and in-office in Dallas.
How this employer is doing
solid
- Expanding
In the news
Standish Management Expands Technology Ecosystem with DataSnipper's Agentic Platform, PR Newswire
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Investor Services Specialist postings in Dallas, and analyze any offer before you accept it.
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