CrawlJobs Logo

Investor Services Specialist

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Francisco

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

A well‑established and highly respected private equity firm is seeking an Investor Services Specialist to join their growing team. This role is ideal for someone who thrives in a dynamic environment, enjoys solving problems, and excels at managing multiple priorities with accuracy and confidence. You’ll play a key role in supporting investor operations, communications, data integrity, and process enhancements across the platform while collaborating closely with internal and external partners.

Job Responsibility:

  • Prepare and distribute quarterly/annual reports, capital account statements, and other fund‑related financial materials
  • Manage shared inboxes and deliver timely, high‑quality investor communications
  • Support onboarding processes for new funds and investor relationships
  • Maintain accurate investor data across CRM and fund accounting platforms
  • Contribute to system upgrades and implementations, including tools such as Investorflow, Allvue, and Sensr
  • Work closely with Investor Relations, Finance, and third‑party consultants on strategic and ad hoc initiatives
  • Coordinate AML/KYC documentation and tax form collection with external service providers
  • Recommend and implement enhancements to reporting templates, workflows, and the investor portal experience

Requirements:

  • Bachelor’s degree in Economics, Business, Finance, or a related discipline
  • 3+ years of experience in investor services, fund operations, or a similar client‑facing operational function
  • Exceptional organizational skills with the ability to juggle multiple priorities and meet deadlines
  • Strong communication abilities, including writing emails and professional virtual‑meeting etiquette
  • Proficiency in Excel
  • Quick learner who can navigate new systems and contribute to improving workflows and processes

Nice to have:

  • Familiarity with CRM or fund accounting systems is a plus
  • Experience supporting or leading system implementations is highly beneficial and strongly valued
What we offer:
  • Competitive base salary + annual performance bonus
  • 100% employer‑paid medical, dental, and vision coverage
  • Strong retirement contributions and valuable firmwide perks
  • Supportive, organized, and hands‑on manager who provides structure and clarity
  • Free meals and a highly collaborative, team‑focused culture

Additional Information:

Job Posted:
January 31, 2026

Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Investor Services Specialist

Loan Servicing Support Specialist

URGENT contract opportunity for a highly detail-oriented Loan Servicing Support ...
Location
Location
United States , Boise
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in loan administration, mortgage servicing, or related fields
  • Strong knowledge of escrow management, including tax and insurance disbursements
  • Proficiency in analyzing data and performing audits to identify discrepancies and improve processes
  • Familiarity with servicing systems, such as Black Knight or similar platforms
  • Excellent problem-solving skills with the ability to address borrower disputes and escrow discrepancies
  • Knowledge of federal and state regulations related to mortgage servicing
  • Strong organizational skills and attention to detail for maintaining accurate records
  • Ability to collaborate effectively with internal teams and external parties such as tax authorities and insurance providers
Job Responsibility
Job Responsibility
  • Process loan payments and manage customer accounts, ensuring all updates are accurate, timely, and compliant
  • Administer and analyze escrow accounts, including tax and insurance disbursements, while maintaining full regulatory compliance
  • Conduct detailed audits of loan and escrow records to verify proper setup, complete payment histories, and adherence to federal, state, and investor guidelines
  • Analyze data related to escrow shortages, overages, delinquency trends, and servicing exceptions, identifying root causes and recommending actionable solutions
  • Maintain precise, up-to-date loan records within Black Knight MSP, ensuring the highest level of data integrity
  • Investigate and resolve escrow discrepancies and borrower disputes with professionalism and accuracy
  • Coordinate with tax authorities, insurance carriers, and internal teams to ensure timely, accurate disbursements
  • Reconcile escrow accounts and support month-end reporting, balancing, and audit preparation
  • Ensure all servicing activities align with company policies, investor requirements, and regulatory standards
  • Recommend process improvements to enhance accuracy, operational efficiency, and audit readiness
What we offer
What we offer
  • medical, vision, dental, life and disability insurance, 401(k) plan
  • Fulltime
Read More
Arrow Right

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...
Location
Location
United States , Chicago
Salary
Salary:
85000.00 - 90000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • Minimum of 4+ years relevant experience
  • FINRA Series 7 and 66 licenses strongly preferred
  • Familiarity with estates preferred
  • Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
  • Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
  • Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
Job Responsibility
Job Responsibility
  • Client onboarding, including preparation of new account paperwork and client information-gathering
  • Account maintenance, including any account registration and account profile changes
  • Asset movement processing, including journals, wire transfers and EFTs
  • Assist with quarterly billing and performance reporting
  • Client issue resolution
  • Gathering tax information for clients and assisting with tax reporting
  • Relationship management, including regular client contact
  • General administrative functions
  • Maintaining information in the Client Relationship Management System
  • Exception report review
What we offer
What we offer
  • medical insurance
  • vision insurance
  • dental insurance
  • life insurance
  • disability insurance
  • 401(k) plan
  • free online training
  • career advancement opportunities
  • work-life balance
  • Fulltime
Read More
Arrow Right

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...
Location
Location
United States , Chicago
Salary
Salary:
85000.00 - 95000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • Minimum of 4+ years relevant experience
  • FINRA Series 7 and 66 licenses strongly preferred
  • Familiarity with estates preferred
  • Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
  • Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
  • Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
Job Responsibility
Job Responsibility
  • Client onboarding, including preparation of new account paperwork and client information-gathering
  • Account maintenance, including any account registration and account profile changes
  • Asset movement processing, including journals, wire transfers and EFTs
  • Assist with quarterly billing and performance reporting
  • Client issue resolution
  • Gathering tax information for clients and assisting with tax reporting
  • Relationship management, including regular client contact
  • General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
  • Exception report review
  • Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
What we offer
What we offer
  • medical, vision, dental, life, and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Investor Services Specialist

We’re seeking an Investor Services Specialist to join a highly respected private...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Economics, Business, or a related field
  • 3+ years of experience in investor services or a similar function
  • Strong organizational skills with the ability to manage multiple priorities simultaneously
  • Excellent written and verbal communication skills, including professional email and virtual meeting etiquette
  • Proficiency in Excel
  • familiarity with CRM and fund accounting platforms
  • Ability to quickly learn new systems and contribute to process improvements
Job Responsibility
Job Responsibility
  • Prepare and distribute quarterly and annual reports, capital account statements, and fund financials
  • Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors
  • Maintain accurate investor data across CRM and fund accounting platforms
  • Support system enhancements and implementations (Investorflow, Allvue, Sensr)
  • Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic projects
  • Coordinate AML/KYC documentation and tax forms with third-party service providers
  • Identify opportunities to enhance reporting templates, workflows, and investor portal experiences
What we offer
What we offer
  • Competitive base salary + annual bonus
  • 100% employer-paid medical, dental, and vision coverage
  • Generous retirement contributions and additional firm perks
  • Collaborative, hands-on manager who values clarity, structure, and organization
  • Free meals and a supportive, team-oriented culture
Read More
Arrow Right

Investor Services Specialist

We’re looking for an Investor Services Specialist to join a highly respected pri...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Economics, Business, or a related field
  • 3+ years of experience in investor services or a similar operational function
  • Strong organizational skills with the ability to manage multiple priorities effectively
  • Excellent written and verbal communication skills, including professional email and virtual‑meeting etiquette
  • Proficiency in Excel
  • Ability to quickly learn new systems and contribute to workflow and process enhancements
Job Responsibility
Job Responsibility
  • Prepare and distribute quarterly and annual reports, capital account statements, and fund financials
  • Monitor shared inboxes and coordinate timely investor communications
  • Assist with onboarding new funds and investors
  • Maintain accurate investor data across CRM and fund accounting systems
  • Support enhancements and implementations across platforms such as Investorflow, Allvue, and Sensr
  • Partner with Investor Relations, Finance, and external consultants on strategic and ad hoc projects
  • Coordinate AML/KYC documentation and tax forms with third‑party service providers
  • Identify and implement enhancements to reporting templates, workflows, and investor portal experiences
What we offer
What we offer
  • Competitive base salary + annual bonus
  • 100% employer‑paid medical, dental, and vision coverage
  • Generous retirement contributions and valuable firmwide perks
  • Supportive, organized, and hands‑on manager who prioritizes clarity and structure
  • Free meals and a collaborative, team‑focused culture
Read More
Arrow Right

Investor Retirement Specialist

The Investor Retirement Specialist is responsible for delivering a world-class o...
Location
Location
United States , St Augustine
Salary
Salary:
Not provided
dlpcapital.com Logo
DLP Capital
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven interpersonal, team-oriented skills
  • Strong understanding of qualified accounts (IRAs, 401Ks, etc.)
  • Results oriented team player
Job Responsibility
Job Responsibility
  • Collect all required information for new IRA related investments and additions
  • Assist with collecting all required information for new cash related investments and additions as needed
  • Verify custodian transfer exchanges and wire receipts when requested
  • Hold "onboarding" communication with new investors to review subscriptions to the funding process
  • Provide up to date communication with all investors regarding the status of their investment with the custodian
  • Maintain internal DLP file requirements across all technology platforms
  • Understand all custodian processes from account opening, funding the investment to servicing the accounts to ensure timely funding
  • Escalate investments to the assigned Investor Success Manager when there are delays in communication with investors or investors have not executed within the specified timeline
  • Respond to any investor account servicing inquiry
  • Provide notes and details within CRM for team transparency
What we offer
What we offer
  • Unlimited PTO
  • health/dental/vision/life insurance
  • 401(k) matching
  • parental leave
  • adoption services reimbursement/learning/educational incentives
  • Volunteer Time Off
  • well-being programs
  • company events
  • self improvement/productivity tools
Read More
Arrow Right

Senior Fund Accountant

This is fund accounting and administration at its finest. Where we pair end-to-e...
Location
Location
Ireland , Cork
Salary
Salary:
Not provided
alterdomus.com Logo
Alter Domus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Several years of experience in Private Equity, Real Estate or Debt Fund Administration, including NAV calculation, Transfer Agent and investor servicing, tax compliance, etc.
  • Experience of UK FRS and IFRS accounting standards
  • Strong academic background, qualified Accountant (ACCA/CIMA/ACA) preferred
  • Good communication skills, organised and flexible
  • You possess team spirit with the ability to work independently using your own initiative when appropriate
  • Ambitious with a high level of energy and commitment
  • Ability to work under pressure and meet a range of deadlines
  • High level of IT literacy with strong Excel and Word skills
Job Responsibility
Job Responsibility
  • Responsible for a portfolio of clients and will work as part of a team to achieve and meet their needs
  • Important link between management and junior staff, responsible for the quality of the work carried out for the client
  • Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process
  • Overseeing the preparation and collation of Know Your Customer and Client Due Diligence files
  • Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers
  • Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities
  • Preparing the funds’ periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports
  • Coordinate and arranging investor servicing, including investor on-boarding, capital calls, distributions as well as issuance of shareholder statements
  • Organising and participating in board meetings and shareholders' meetings
  • Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities
What we offer
What we offer
  • Support for professional accreditations such as ACCA and study leave
  • Flexible arrangements, generous holidays and birthday leave
  • Continuous mentoring along your career progression
  • Detailed career pathway with structured support
  • Exclusive access to online learning
  • Active sports, events and social committees
  • Employee Assistance Program
  • Employee Share Plan
  • Fulltime
Read More
Arrow Right

Servicing Reporting Specialist

The Servicing Reporting Specialist is responsible for the support of flow and pr...
Location
Location
Mexico , Mexico City
Salary
Salary:
168.00 - 208.00 MXN / Hour
goodleap.com Logo
GoodLeap
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of accounting/bookkeeping or loan servicing experience, or equivalent demonstrated through work experience, training, education
  • Strong understanding of financial reconciliations and payment processing preferred
  • Intermediate to Expert Microsoft Office (Word, Excel, and Outlook) skills
  • Strong problem-solving abilities and critical thinking skills
  • Organized with strong time-management, technical proficiency, and superb attention to detail
  • Ability to conceptualize and quickly understand new processes
  • Demonstrate ability to prioritize and work effectively while meeting tight deadlines with accuracy and minimal supervision
  • Agile and flexible to changes
  • Ability to handle multiple projects simultaneously
  • Excellent written and oral communication skills
Job Responsibility
Job Responsibility
  • Monitors daily and monthly reporting for all investors and other stakeholders
  • Conduct oversight tasks (document and transaction audits, monitoring, etc.) as needed to support servicing oversight strategy
  • Identify and resolve reconciliation differences by working with the appropriate internal/external parties to resolve differences
  • Oversee sub-servicers’ delivery of reports and remittances to investors, supporting timeliness and accuracy
  • Fielding questions that arise, completing the necessary research, and responding in an appropriate time frame
  • Banking administrative activities (establishing new accounts, facilitating STOs, etc.)
  • Other tasks and projects as assigned by the Assistant Manager of Servicing and Asset Management
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy