Senior Investor Services Specialist
Corporation Service Company, Wilmington, DE, United States
Hybrid in Wilmington, DE (three days onsite weekly)
Monday to Friday, 9:00 a.m. to 6:00 p.m.
Position Summary
As part of its business expansion strategy, CSC is seeking an Investor Services Senior Associate with 3‑5 years of experience. The candidate will maintain the contact database for investors, handle investor queries, process investors capital activity, interface with clients and manage multiple client deliverables ensuring superior client service. Some of the things you will be doing
Interact with clients and their investors Preparation of investor correspondence (Word mail merge function and Excel, Reporting Services reports) Post information to website portal for investors to retrieve Process and report investor activity such as capital calls, distributions, redemptions, etc. Distribute correspondence to investors and potential investors via email Monitor client email accounts and respond to investor inquiries Manage multiple portals and databases (ViewPoint, Investran, Intralinks) Complete subscription document review and AML/KYC services Help with updating internal policies and procedures Keep track of multiple deliverables, deadlines, and follow‑ups Set‑up and/or Review VP New Investors, Users, and updates Submit and Review Uploads for one‑off client requests/needs Review Subscription and Transfer checklists Provide open project updates Oversee associate team members Assist with training new staff What technical skills, experience, and qualifications do you need?
Business degree or equivalent experience Three years of experience in investor services Excellent verbal and written communication skills Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge) AML/KYC background preferred Knowledge of IR systems and CRM software Experience with Investor Portals (Intralinks, Efront, etc.) preferred, but not required Strong organizational skill and ability to multi‑task Adaptable to new and changing technologies Excellent analytical and problem‑solving skills Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds required #LI-SP1 About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge‑based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business. Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth‑oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success‑sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging. CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly through our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. Job Info
Job Identification 15311 Job Category Client Services Posting Date 03/16/2026, 01:40 PM Job Schedule Full time Locations 251 Little Falls Dr., Wilmington, DE, 19808, US (Hybrid)
#J-18808-Ljbffr
As part of its business expansion strategy, CSC is seeking an Investor Services Senior Associate with 3‑5 years of experience. The candidate will maintain the contact database for investors, handle investor queries, process investors capital activity, interface with clients and manage multiple client deliverables ensuring superior client service. Some of the things you will be doing
Interact with clients and their investors Preparation of investor correspondence (Word mail merge function and Excel, Reporting Services reports) Post information to website portal for investors to retrieve Process and report investor activity such as capital calls, distributions, redemptions, etc. Distribute correspondence to investors and potential investors via email Monitor client email accounts and respond to investor inquiries Manage multiple portals and databases (ViewPoint, Investran, Intralinks) Complete subscription document review and AML/KYC services Help with updating internal policies and procedures Keep track of multiple deliverables, deadlines, and follow‑ups Set‑up and/or Review VP New Investors, Users, and updates Submit and Review Uploads for one‑off client requests/needs Review Subscription and Transfer checklists Provide open project updates Oversee associate team members Assist with training new staff What technical skills, experience, and qualifications do you need?
Business degree or equivalent experience Three years of experience in investor services Excellent verbal and written communication skills Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge) AML/KYC background preferred Knowledge of IR systems and CRM software Experience with Investor Portals (Intralinks, Efront, etc.) preferred, but not required Strong organizational skill and ability to multi‑task Adaptable to new and changing technologies Excellent analytical and problem‑solving skills Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds required #LI-SP1 About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge‑based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business. Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth‑oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success‑sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging. CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly through our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. Job Info
Job Identification 15311 Job Category Client Services Posting Date 03/16/2026, 01:40 PM Job Schedule Full time Locations 251 Little Falls Dr., Wilmington, DE, 19808, US (Hybrid)
#J-18808-Ljbffr