Fund Administration - Investor Account Management

August 1

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CFGI

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RPA • Valuation • Technical Consulting • Interim Management • Corporate Tax

501 - 1000 employees

💸 Finance

📋 Compliance

🔒 Cybersecurity

Description

• Utilize Salesforce to assess, action and ensure completion of investor requests for the designated Fund Families. • Own requests delegated to them and liaise internally as needed to source information required to ensure responses provided are accurate and complete, and responded to within the time allotted. • Act as backup resource to the Queue Coordinator as needed. • Report task status updates to the designated Investor Request Lead promptly. • Work closely with Investor Request Lead to manage investor expectations and ensure quality and consistency of service provided to the client and investors. • Maintain working knowledge of assigned requests, following escalation procedures as needed.

Requirements

• Bachelor’s Degree preferred but not required. • Demonstratable client service experience. • A self-starter with the ability to prioritize and see the bigger picture. • Strong research/data mining skills. • Effective communication skills both written and verbal. • Strong listening comprehension skills. • Organized, detail-oriented, efficient, and diligent. • Effective time management skills and ability to meet deadlines. • High integrity and must be able to maintain confidentiality of sensitive and proprietary information. • Advanced PC skills and excellent Microsoft Office skills. • Intermediate level Excel skills. • Familiarity with SharePoint, Salesforce, or another CRM systems a plus.