Investor Services - NYC/CT (Hybrid)

Greenwich, Connecticut Permanent USD120,000 - USD150,000 per year
  • Excellent opportunity at a reputable financial institution
  • Join a collaborative team!

About Our Client

Our client is a global investment manager with over 100 billion in AUM.

Job Description

The Investor Services Associate is responsible for:* Liaise with and respond to client queries in relation to onboarding process and progress
* Track and manage end to end client onboarding process
* Lead and manage Client restructures and major change events
* Validate client FATCA and CRS forms
* Complete preliminary review of investor legal documents
* Perform AML/KYC Risk assessment and provide AML/KYC oversight
* Cross reference AML/KYC data against all investor documents
* Perform static data maintenance in CRM
* Support Client data remediation activities related to onboarding
* Support compliance filings
* Support internal and external Audits
* Support other areas of the business on a needs basis

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • 3+ years of related experience in Investor Services, Onboarding, Data Analytics and Reporting experience
  • 3+ years in Client Service roles with asset management and/or fund administration
  • Previous institutional FATCA and CRS validation experience essential
  • Previous experience with AML/KYC processes essential
  • Excellent communication and client service skills

What's on Offer

  • Paid Healthcare - Medical/Dental/Vision
  • Paid Vacation
  • Retirement Plan/401K
  • Competitive Compensation
  • Work/Life balance
Stephanie Contreras
Quote job ref

Job summary

Banking & Financial Services
Sub Sector
Operations / Middle Office - Asset Management
Financial Services
Contract Type
Consultant name
Stephanie Contreras
Job Reference