Investor Services Associate

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Job Identification Number: 937

Location: San Francisco, CA

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


Our client, a global provider of investment and financial software-enabled services on the global financial services industry, is seeking an Investor Services Associate for their San Francisco based office.

Primary Responsibilities:

  • Maintain and update contact management databases
  • Monitoring emails from clients and investors
  • File and scan documents as needed
  • Send out mailings to clients and investors
  • Create reports and spreadsheets
  • Perform mail merges using Word and Excel
  • Assist accounting staff in daily activities
  • Reviewing and/or executing wires in multiple bank systems


Qualifications and Requirements:

  • Bachelor’s degree in Finance or related field
  • 2+ years’ experience in investor services or related field (financial services/fund administration, corporate communications, portfolio management, securities analysis, treasury services)
  • Proven knowledge of wires and related banking functions