- Facilitating the onboarding of investors by analyzing investor information received for accuracy and completeness
- Thoroughly reviewing investor provided legal documentation to ensure compliance
- Assisting investors with custodial questions related to their investments
- Managing investor data & integrity in client CRM
- Managing e-mail and telephone conversations with our clients' investors in a timely manner
- Reviewing and processing subscription documents to ensure accuracy and completeness
- Completing recurring audits to ensure accuracy and completeness of processes
- Be a team player with an enthusiastic work ethic
- Learn all we teach you quickly, comprehensively, and enthusiastically
- Be exceptional in your organizational and written communication skills
- Have an exacting attention to detail
- Be exemplary in prioritization and multi-tasking in a fast-paced environment
- Comprehensive benefits
- Base salary commensurate with experience and success: The annual base salary range for this position is $45,000 to $60,000
- Quarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarter
-
Service Associate
1 day ago
Allied Orion Group Houston, United States**Our national multi-family management company seeks a Service Associate - Grounds Technician with a "Whatever it Takes" attitude to be responsible for daily pool and grounds maintenance for our apartment community.** · **JOB SUMMARY** · Responsible for daily pool and grounds mai ...
-
Service Associate
2 days ago
Allied Orion Group Houston, United States**JOB SUMMARY** · Responsible for daily pool and grounds maintenance for an apartment community. · **REPORTS TO**: Community Manager and/or Maintenance Supervisor. · **SUPERVISES**:None. · **ESSENTIAL FUNCTIONS**: · **_ To perform this job successfully, an individual must be able ...
-
Service Associate
1 week ago
Truist Bank Houston, United StatesNeed Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · Work collegially as a supportive member of a team for the benefit of the client ...
-
Service Associate
1 week ago
Allied Orion Group Houston, United States**Our national multi-family management company seeks an Entry Level Make Ready Maintenance Technician with a "Whatever it Takes" attitude to be responsible **for** preparations of vacant apartment homes for move-ins and ensuring established standards are met and apartments are co ...
-
Service Associate
1 week ago
Allied Orion Group Houston, United States**Our national multi-family management company seeks an Entry Level Make Ready Maintenance Technician with a "Whatever it Takes" attitude to be responsible **for** preparations of vacant apartment homes for move-ins and ensuring established standards are met and apartments are co ...
-
Service Associate
1 week ago
Truist Bank Houston, United StatesNeed Help? · **Regular or Temporary**: · Temporary · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · Work collegially as a supportive member of a team for the benefit of the clie ...
-
Client Service Associate
1 day ago
PNC Financial Services Group Houston, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Customer Service Associate
1 week ago
Eminence Relations Inc Houston, United States**Benefits**: · - Company parties · - Free food & snacks · - Health insurance · - Opportunity for advancement · - Signing bonus · - Training & development · Customer Service Associate · Things to consider: · Must be at least 18 yrs of age · Must live in Houston · Must not have an ...
-
Client Services Associate
6 days ago
GemHarvest Houston, United States**Private Wealth Client Service Associate** · **10 Billion+ AUM Independent RIA** · **Houston, TX** · **Overview** · Dynamic 10B+ Independent Wealth Management RIA seeks a Client Service Associate in a hybrid role to manage the administrative and private banking needs for high-ne ...
-
Customer Service Associate
4 days ago
Houston Metals Houston, United States**About us** · We are professional and agile. · Our work environment includes: · - Modern office setting · - Food provided · Overview: · We are seeking a Customer Service Associate / Cashier to join our team. This role involves providing exceptional customer service and operating ...
-
Associate Service Consultant
1 week ago
CenterPoint Energy Houston, United States**Date**:May 13, 2024 · **Location**: Houston, TX, US, 77067 · **Company**:CenterPoint Energy · **CenterPoint Energy and its predecessor companies have been in business for more than 150 years.** · **Our Vision**: Our vision is to become the most admired utility in the United Sta ...
-
Branch Service Associate
1 week ago
US Capital Advisors, LLC Houston, United States**US Capital Wealth Advisors, LLC** · Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Wealth Advisors LLC ("USCW", the "Firm") is an integrated financial services boutique managing several underlying entities. Primary business lines in Wealth Ma ...
-
Client Service Associate
6 days ago
GemHarvest The Woodlands, United States**Client Service Associate** · **Boutique Wealth Management Firm** · **The Woodlands, TX** · **Overview** · Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. · The Firm provid ...
-
Environmental Service Associate
1 day ago
Moody Neuro Rehabilitation Institute Houston, United States**GENERAL STATEMENT OF DUTIES**: · The environmental Service Associate will be responsible for providing a clean, sanitary, comfortable, orderly and satisfying surroundings for the patients, employees, and public. The Housekeeper will uphold the mission, philosophy, and goals of ...
-
Sales and Service Associate
1 week ago
24 Hour Fitness USA, LLC Houston, United States**Who we are** · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to be ...
-
Nutrition Service Associate
2 weeks ago
Harris Health System Houston, United StatesHarris Health System is the public healthcare safety-net provider established in 1966 to serve the residents of Harris County, Texas. As an essential healthcare system, Harris Health champions better health for the entire community, with a focus on low-income uninsured and underi ...
-
Food Service Associate
2 days ago
Harris Health System Houston, United StatesHarris Health System is the public healthcare safety-net provider established in 1966 to serve the residents of Harris County, Texas. As an essential healthcare system, Harris Health champions better health for the entire community, with a focus on low-income uninsured and underi ...
-
Customer Service Associate
1 week ago
SIP Houston, United StatesWe are waterworks manufacturer that is family owned and operated for 60 years. Our customer base is nation wide and include Canada, Mexico and Puerto Rico. · Our Customer Service TEAM prides itself on making sure our customers receive a complete Customer Service Experience. · Oth ...
-
Member Services Associate
1 week ago
VillaSport The Woodlands, United StatesVillaSport Athletic Club and Spa offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our resort-style clubs are where fitness, family and community all come together. As a growth company with ambitious expansion plans, ...
-
Associate, Client Service Ii
1 week ago
BNY Mellon Houston, United StatesOverview · Associate Client Service II · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillio ...
Investor Servicing Associate - Houston, United States - Fund Services Group
Description
Job Description
Job DescriptionFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients' private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements. Our team is asked to serve our clients with consistent excellence and accountability, while being allowed to live their definition of success. We focus on bringing new team members on board who share our passion for providing excellence in our service, while never wavering from our Principles of integrity, effort, communication and protecting time with our families.
Investor Servicing Associate
FSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working, team player. Our unique culture is built by the team and for the team. Our compensation structure provides unlimited upside to our team members. We will teach you all that you need to know to be successful on our team, so we do not require any specific degree or work history. We just hope you are as non-traditional and eager to prove yourself as we are
Your key responsibilities are to deliver white glove service and honor the FSG Principles while:
Our requirements for you as an applicant are simple:
If you excel in your responsibilities and fulfill your requirements, our commitment to you is:
We are primarily a remote work company, but some of the training for this role may be best delivered in-person leveraging client sites or local coworking locations. Our clients also ask us to provide on-site support from time-to-time. In the interview process, we can outline expectations about what, if any, in-person training or support time is expected to be required for this role.
You will be successful when you deliver exemplary service to our clients and their investors, fulfill the FSG vision and purpose, and bring success to the entire FSG team. We are excited to have you join our team and appreciate your interest in joining us on a journey to success
Powered by JazzHR
oH79lhGzgO
