Talent.com
Investor Services Consultant

Investor Services Consultant

VirtualVocationsNewark, Delaware, United States
job_description.job_card.variable_hours_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 • Newark, Delaware, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Alternate Investment Services, Associate 2

Alternate Investment Services, Associate 2

State StreetBerwyn, PA, US
serp_jobs.job_card.full_time
Associate 2 - Private Equity And Real Assets Fund Services.Work within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group.We ar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

Maryland Management CompanyAberdeen, MD, US
serp_jobs.job_card.full_time
Maryland Management Company owns and manages more than forty communities with more than 10,000 apartment homes in Maryland and Florida. Established in 1949, Maryland Management is passionate about p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Director, Investor Relations

Senior Director, Investor Relations

CSLKing Of Prussia, PA, US
serp_jobs.job_card.full_time
Senior Director of Investor Relations.As the Senior Director of Investor Relations (IR) will serve as the company's primary IR lead in the United States, representing the company to institutional i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Inside Sales Consultant

Inside Sales Consultant

PatiovaParkesburg, PA, US
serp_jobs.job_card.full_time
Are you a people person with a passion for sales and customer service? Do you enjoy building relationships, closing deals, and being part of a team that's driving growth? If so, we'd love t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Operations Analyst, AIFS Investor Services

Operations Analyst, AIFS Investor Services

SEIOaks, PA, US
serp_jobs.job_card.full_time
Investment Manager Services Analyst.At SEI we value our employees and believe in driving growth through change.Part of building brave futures is making a concerted effort to develop and challenge o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Apartment Leasing Consultant

Apartment Leasing Consultant

InterSolutionsNorristown, PA, US
serp_jobs.job_card.permanent
Join Our Team as an Apartment Leasing Consultant! Do you love working with people? Are you motivated, reliable, and passionate about helping others? If so, we have an exciting opportunity for you! ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Specialist I, Centralized Operations

Specialist I, Centralized Operations

SEIOaks, PA, US
serp_jobs.job_card.full_time
Investment Manager Services Account Manager.At SEI we value our employees and believe in driving growth through change.Part of building brave futures is making a concerted effort to develop and cha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

Capano ManagementWilmington, DE, US
serp_jobs.job_card.full_time
Capano Management is seeking a Residential Leasing Consultant to be the face of our community, responsible for assisting prospective residents in finding their ideal home.Our Residential Leasing Co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

Jones Street ResidentialConshohocken, PA, US
serp_jobs.job_card.full_time
The Leasing Consultant plays an integral role in the overall success of the community by providing high-quality customer service to both current and prospective residents.This position is responsib...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Director, Investor Relations

Senior Director, Investor Relations

CSL BehringKing of Prussia, PA, United States
serp_jobs.job_card.full_time
As the Senior Director of Investor Relations (IR) will serve as the companys primary IR lead in the United States, representing the company to institutional investors, and other stakeholders in the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Workplace Financial Consultant

Workplace Financial Consultant

VanguardMalvern, PA, US
serp_jobs.job_card.full_time
Workplace Financial Consultant.Vanguard has an exciting opportunity for a Workplace Financial Consultant who will manage a sales Book of Business of high-potential Workplace participants to nurture...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Internal Sales Consultant, Specialist

Internal Sales Consultant, Specialist

VanguardMalvern, PA, US
serp_jobs.job_card.full_time
On the Vanguard Retirement Plan Access (VRPA) team, we have a wonderful opportunity for you to learn and grow in a small, team-oriented, entrepreneurial sales environment!.The Internal Regional Con...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

BPG Real Estate ServiceWilmington, DE, US
serp_jobs.job_card.full_time
Through the efforts of our associates and guided by our values, we transform the communities we serve, striving to exceed the expectations of our tenants, residents, and clients.Formed in 1993, BPG...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Business Unit Strategy Consultant

Senior Business Unit Strategy Consultant

VanguardMalvern, PA, US
serp_jobs.job_card.full_time
Senior Business Unit Strategy Analyst.Vanguard's Advice and Wealth Management division serves our advised direct investors, and all high net worth and ultra-high net worth investors (both advised a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Operations Analyst, Collective Investment Trust

Operations Analyst, Collective Investment Trust

SEIOaks, PA, US
serp_jobs.job_card.full_time
Investment Manager Services Analyst.At SEI we value our employees and believe in driving growth through change.Part of building brave futures is making a concerted effort to develop and challenge o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Financial Consultant - Wilmington, DE

Financial Consultant - Wilmington, DE

Fidelity InvestmentsGreenville, DE, United States
serp_jobs.job_card.full_time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

Eagle Rock PropertiesMalvern, PA, US
serp_jobs.job_card.full_time
Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services.With a team of over 27...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Sales Consultant

Sales Consultant

L'Attitude RecruitingNew Castle, DE, US
serp_jobs.job_card.full_time
L'Attitude Recruiting is partnered with one of the most trusted providers of high-quality roofing services, helping homeowners protect their most valuable asset, their home.We are rapidly expan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Consultant - Commercial Solutions & Insights Hub (CSIH) Analytics

Consultant - Commercial Solutions & Insights Hub (CSIH) Analytics

IQVIAWayne, PA, United States
serp_jobs.job_card.full_time +1
To be eligible for this position, you must reside in the same country where the job is located.Consultant - Commercial Solutions & Insights Hub (CSIH), Analytics Pillar. IQVIA CSIH is a market-leadi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

Maryland ManagementAberdeen, MD, US
serp_jobs.job_card.full_time
Maryland Management Company owns and manages more than forty communities with more than10,000 apartment homes in Maryland and Florida. Established in 1949, Maryland Management is passionate about pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days