Investor Services Rep

  • 2401 Kerner Blvd, San Rafael, CA, United States
  • Full-time

Company Description

Phoenix American Financial Services is looking for individuals to join our team in servicing our growing client portfolio and to help our investment administration staff.  Our company has administered millions of investments for hundreds of alternative investment funds and we have a reputation for excellence in the direct investment industry.  We are a registered Transfer agent with the SEC and offer our clients full service investment administration including investor relation support and accreditation services in accordance with SEC rule 506(c).

Job Description

The Investor Services Rep will report to the Operations Team Manager. This full-time role will require a detail-oriented individual, who has strong communication skills, and the ability to multi-task. Previous financial and customer service experience preferred.    

 

Responsibilities may include:

  • Quality assurance for output processing
  • Client onboarding
  • Cash control and reconciliation for new investments
  • Project management and special request management
  • Compile daily client output reports
  • Generate Investor Confirmations and Welcome Letters as part of printing services
  • Incoming mail processing
  • Client phone calls
  • Some filing work

 

 

Qualifications

Candidate Profile: Skills & Qualifications

  • Ability to work in a flexible, fast-paced work environment
  • Ability to interact effectively with all departments, clients, and advisors
  • Ability to take direction and learn from others
  • Accomplish department and team goals and implement innovative ideas
  • Professional oral and written communication skills
  • Strong analytical and problem solving skills
  • Diplomacy, Confidentiality and Flexibility
  • Excellent quantitative and qualitative analytical skills

Job Requirements:

  • BS Degree or 4 + years of financial experience preferred
  • Experience working in a team and/or customer service environment
  • Strong knowledge of investment fund administration a plus

Additional Information

EQUAL OPPORTUNITY EMPLOYER

All your information will be kept confidential according to EEO guidelines.