Senior Investor Services Specialist
Corporation Service Company, Livingston, NJ, United States
Hybrid in Livingston, NJ (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 as well as 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.
Why Work with CSC? CSC is a global business, legal, and financial services company based in Wilmington, Delaware, U.S., providing market-leading expertise and knowledge-based solutions to clients worldwide. We have an unmatched global reach with offices and capabilities in more than 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,500 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC, Our Values, and our unwavering commitment to our clients, communities, and each other.
CSC is dedicated to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is respected. 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.
Colleagues are empowered to own their careers and have access to various career opportunities and excellent benefits, including annual Success Sharing bonuses or commission plans based on individual performance. To learn more, visitcscglobal.com/service/careers.
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 15289
Job Category Client Services
Posting Date 03/16/2026, 08:40 PM
Job Schedule Full time
Locations 290 W Mount Pleasant, Livingston, NJ, 07039, US (Hybrid)
#J-18808-Ljbffr
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 as well as 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.
Why Work with CSC? CSC is a global business, legal, and financial services company based in Wilmington, Delaware, U.S., providing market-leading expertise and knowledge-based solutions to clients worldwide. We have an unmatched global reach with offices and capabilities in more than 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,500 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC, Our Values, and our unwavering commitment to our clients, communities, and each other.
CSC is dedicated to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is respected. 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.
Colleagues are empowered to own their careers and have access to various career opportunities and excellent benefits, including annual Success Sharing bonuses or commission plans based on individual performance. To learn more, visitcscglobal.com/service/careers.
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 15289
Job Category Client Services
Posting Date 03/16/2026, 08:40 PM
Job Schedule Full time
Locations 290 W Mount Pleasant, Livingston, NJ, 07039, US (Hybrid)
#J-18808-Ljbffr