Investor Services Consultant
VirtualVocationsFlushing, New York, United Statesjob_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for an Investor Services Consultant.
Key Responsibilities
Coordinate investor onboarding processes and maintain accurate records in client systems
Manage ongoing account activities, including document uploads and communication with stakeholders
Monitor and respond to investor requests while ensuring compliance and quality service
Required Qualifications, Training, and Education
Bachelor's Degree preferred
Experience with Salesforce or similar CRM systems is a plus
Strong analytical and critical thinking abilities
Proficient in Microsoft Office, with intermediate Excel skills
Ability to maintain confidentiality of sensitive information
serp_jobs.job_alerts.create_a_job
Service Consultant • Flushing, New York, United States
Job_description.internal_linking.related_jobs
Financial Services Business Consultant.At ABeam, you will be a part of the next digital revolution.ABeam's success is created from the contributions of each of our valued employees.At ABeam, you ar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
As a Project Senior Consultant with Guidehouse, you will leverage your subject matter expertise to make an impact as an individual contributor.
You will contribute to client management, solution imp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 Consulting positions available in McLean, Virginia, New York, New York, and Arlington, Virginia.Job Family : Management Consulting.
Support project teams both at client sites and internally.Support p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Corporate Finance & Restructuring.FTI Consulting is the leading global expert firm for organizations facing crisis and transformation.
We work with many of the world's top multinational corporations...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Northern Trust Liquidity Services Role.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Consultant In Global Business Services Strategy.Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients focused on captive ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation.We're constantly exploring new technologies and tools to be agile.This environment gives ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Alternative Investment Internal Consultant.Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.
As a premier global asset management organization ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to drive results as an individual contributor.You will have ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours 
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, includ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At Similarweb, we are revolutionizing the way businesses interact with the digital world by revealing to them everything that happens online.
Our unique data and solutions empower over 5,700 custome...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Services Professional.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ser...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Financial Services - Capital Markets - Senior Consultant.Other locations : Anywhere in Region.Locations : New York City, Charlotte.
At EY, we're all in to shape your future with confidence.We'll help ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.
Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will have responsibility to drive projects, including client management and solution implementation.You will own...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 As a Senior Consultant with Guidehouse, you will have responsibility for client management, solution implementation and generation of project results.
You will own project workstreams and interact w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Investment Consultant - Investments Training And Staffing Support.We are seeking a talented individual to join our Investments team at Mercer.
This role can be based in New York, Boston, King of Pru...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Associate Consultant Financial Institutions Consulting.The IQVIA Financial Institutions Consulting group (FIC) focuses on partnering with Global Financial Investors (e.
Private Equity, Venture Capi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
- serp_jobs.job_card.promoted
Financial Services Business Consultant
ABeam ConsultingNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Commercial Financial Services - Project Senior Consultant
GuidehouseNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Commercial Financial Services Senior Consultant | Consumer Banking
GuidehouseNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Commercial Financial Services-Consultant
GuidehouseNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Consultant, Transaction Services | Mergers, Integrations & Carve-Outs | Corporate Finance & Restructuring
FTI ConsultingNew York, NY, USserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Sr Consultant, Liquidity Services
Northern TrustJersey City, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Global Business Services (GBS) Strategy Consultant
DeloitteNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Consultant - Financial Services
TransUnionWhite Plains, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Alternative Investment Internal Consultant
T Rowe PriceNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Commercial Financial Services | Project Managing Consultant
GuidehouseNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Investment Consultant - Brooklyn, NY
Charles SchwabBrooklyn, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Advisory Services ConsultantNew York, NY
SimilarwebNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Fund Services - Investor Services Representative
Morgan StanleyPurchase, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Commercial Financial Services Managing Consultant | Consumer Banking
GuidehouseNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Financial Services - Capital Markets - Senior Consultant
EYNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Investor Services Associate
ROCKEFELLER CAPITAL MANAGEMENTNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Commercial Financial Services | Managing Consultant
GuidehouseNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Commercial Financial Services-Senior Consultant
GuidehouseNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Investment Consultant - Investments Training and Staffing Support
Marsh McLennanNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Associate Consultant, Financial Institutions Consulting
IQVIA HoldingsNew York, NY, USserp_jobs.job_card.full_time