Investor Onboarding Associate
Fund Services Group (FSG) is dedicated to operational excellence for private fund managers. They are seeking an Investor Onboarding Associate to deliver exceptional service, manage subscription agreements, and support client investors while embodying FSG's principles.ResponsibilitiesPreparing and coordinating subscription agreements for investments into clients’ fundsManaging ongoing workflows for subscription agreements in automated investment platformsOpening and maintaining brokerage accounts for client’s fundsManaging e-mail and telephone conversations with our clients’ investors in a timely mannerConducting quality control processes around investor onboarding documentation, systems and processesSkillsBe a team player with a persistent work ethicLearn all we teach you quickly, comprehensively, and enthusiasticallyBe exceptional in your organizational, written and communication skillsHave an impeccable attention to detailBe exemplary in prioritization and multi-tasking in a high volume, high speed environmentBe proficient in Microsoft Office SuiteBenefitsComprehensive benefitsQuarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarterCompany OverviewFund Services Group is a financial service company that specializes in investment, investor, and compliance operations. It was founded in 2020, and is headquartered in Houston, Texas, USA, with a workforce of 51-200 employees. Its website is https://www.fundservicesgroup.com/.
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