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The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Problems You’ll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Investor Servies Support Analyst you’ll work to provide solutions and nurture successful, trusting relationships with all internal and external customers. You will:

Provide timely and accurate information to inbound customer requests via phone and email channels
Ensure accurate documentation of customer interactions within Salesforce to facilitate feedback between Support and Product, as well as with the customer
Triage incoming requests and identify trends/patterns across customer base in order to flag issues as well as potential solutions for the rest of the team
Conduct demos/webinars with customers as they are scheduled
Provide front-line Support for all competencies managed by the IS Support Team
Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation

The Team You’ll Work With

We are looking for an individual to work alongside our Investor Services Support team within our Venture Capital Organization to help build the world’s next great investor platform. We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, maintain a professional community and work as one team.

About You

Able to communicate professionally in English with English-speaking clients
Ability to articulate both technical software issues as well as address equity/finance/accounting related questions in an accurate and concise manner in English both verbally and in writing
Comfortable learning quickly and taking on new challenges
Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems
Demonstrates an ability to communicate in a timely and accurate manner with customers and internal teams
Experience in a Customer Service or client-facing role within SaaS
Proficient in Excel
Equity, financial or venture capital background is a plus

The Interview Process

We’ll review your application and if interested will schedule a phone interview to get to know each other. If that goes well, you’ll be given a written assessment to complete, and the final stage is a formal interview with several panels covering different aspects of the position.

Disclosures:

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

","hiringOrganization":{"@type":"Organization","name":"Carta","sameAs":"https://carta.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sandy, UT","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Investor Services Department.Relationship Manager, Investor Services","datePosted":"2025-07-21","description":"

Main Duties & Responsibilities

Grow the Bank’s market share in Trustee Services
Ensure that the assigned financial and business growth targets are achieved.
Undertake compliance reviews for all schemes under management in line with the CMA Act and Regulations.
Ensure all compliance matters identified from the compliance reviews are fully resolved.
Manage and ensure all risks associated with Trustee Services are mitigated.
Implement the Trustee Services strategy In line with the Bank’s strategy and policies.
Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
Attend Client meetings / AGMs and make presentations as appropriate.
Convene all the quarterly Trustee Meetings and undertake compliance reviews.
Ensure annual general meetings are convened as required.
Work closely with the client investment committees so as to bolster good working relationship.
Ensure that all the relevant returns are made to the regulators as stipulated by the CMA Act and Regulations.
Responsibility for resolution of audit matters for Trustee Services business
Undertake regular KYC / AML reviews for all clients under management
Ensure billing and collection of revenue for trustee services rendered
Perform any other duties which may be assigned
Maintain high level integrity and ethical standards.

Professional Qualifications & Experience

University Degree in Business Administration, Economics, Finance, Banking, or its equivalent from a recognized institution.
Capital Markets Program Certification
Trustee Development Program Certification
Relevant certification in business development, Finance or its equivalent is an added advantage.
Four (4) years’ experience in Trustee Services sector, three (3) of which should be in Relationship Management
Excellent understanding of the industry regulations for provision of trustee services
Excellent problem-solving skills.
Integrity & courage to challenge actions
Persuasion, management, and communication skills
Organizational and risk management skills
Creative approach, with the ability to anticipate challenges and develop innovative solutions.

","hiringOrganization":{"@type":"Organization","name":"KCB Group","sameAs":"https://kcbgroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Kenya","addressCountry":"Kenya","addressRegion":"Africa"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Investor Services Manager","datePosted":"2025-07-02","description":"

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

The successful applicant must have a talent for developing / maintaining client relationships and will be responsible for building and managing an Investor Services team (locally and offshore). Responsibilities include processing transactions and updating client registers in response to client and investor instructions. Will also be responsible for our AML Services product offering; utilizing our in-house proprietary technology platform working with large established alternatives managers.
\n
\nResponsibilities

Responsible for a portfolio of investors and clients for AML/KYC onboarding and periodic review process
Lead on-boarding of new clients and be involved in marketing efforts at a local and international level.
Process subscription/contribution, redemption/distribution and transfer activity including the review of documentation received from fund investors
Create/maintain/execute procedures including but not limited to gathering and maintaining due diligence documentation from fund investors – to include AML to Cayman, US and European standards, FATCA & CRS
Coordinate the distribution of various investor specific documents including (but not limited to) Investor Statements, K-1’s, audited Financial Statements, and other fund specific reports and literature
Support other IQ-EQ departments, provide and share AML/KYC expertise during day to day business
Maintain shareholder and partnership registers with accurate and up to date information
Participate in various audit missions and provide supporting documents for internal and external AML audits
Prepare and be confident to present reports concerning the status of client’s investors.
Liaising with fund AML officers where necessary and facilitate periodic AML fund audits
Ensure client files are duly monitored and appropriate actions are taken for incomplete KYC files (eg: team meetings to problem solve, manage internal and client escalation processes, take action with investors, etc)
Ensure company controls are implemented and monitored
Ensure compliance with regulatory requirements
Provide regular feedback to Management
Host and participate in client meetings, board meetings and other internal committees.
Be willing to act as AML officer and director for CIMA registered fund

Qualifications

University Degree majoring in Business, Economics or a related field.
Minimum of 5 years’ in AML/KYC or Compliance with relevant Fund Administration experience; preferably including Private Equity and Hedge funds.
Accredited compliance qualification (ACAMS, ICA, etc.)
Proficient in MS Office Suite, prior experience using accounting software like Paxus & Investran are desirable.
Detailed knowledge of Cayman Islands AML / KYC processes and procedures is essential.
Ability to demonstrate technical expertise and apply commercial acumen to achieve the company’s strategic objectives.
Knowledge of strong corporate governance practices and the understanding and experience of risk mitigation
Self-starter able to independently manage deadlines and expectations with limited supervision
Team oriented with the desire to thrive in a diverse, dynamic and collaborative environment
Strong client relationship & interpersonal skills
Awareness and understanding of cross jurisdictional cultural differences
Excellent written and verbal communication skills
Ability to work efficiently under tight deadlines with strong leadership, project management and organizational skills.

Additional Information

IQ-EQ offers an attractive remuneration package dependent on experience and qualifications in the range of
\nUSD $125,000 – USD $140,000.00 as well as statutory benefits. No agencies at this time please

HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set. HedgeServ’s entrepreneurial and innovative spirit cultivates a productive and agile environment enabling its team to anticipate clients’ needs and consistently deliver solutions in real time. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients’ risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services. Since its inception in 2008, HedgeServ has received numerous accolades, including Top Overall Administrator and #1 rankings for Fund Accounting, Reporting & Reporting Technology, Client Service, Investor Services, Alternative Fund Expertise, and Regulatory Expertise.

HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia.

Job Description

Investor Services Department

The HedgeServ Investor Services department has an established global presence, with operations located in the Cayman Islands, Ireland, Poland, and USA. Through the company’s continued growth, the team is seeking candidates to expand our operations in Poland. The team currently services a mix of private equity, hedge funds and hybrid structures. Using our proprietary technology, clients and investors experience an interactive, end to end, industry leading service. The team works with its clients and investors to introduce new technology solutions to continuously meet the demands of an ever-changing industry to support unique client structures and operating models.

Job Description

An Investor Services Supervisor (“IS Supervisor”) is an integral part of the Investor Services team ensuring that the highest quality of service is delivered to both clients and investors. An IS Supervisor is the focal point for day to day activities and is responsible for delegating activities to the team and performing a first level review on capital activity, wire transfers, AML, FATCA and CRS. An IS Supervisor reports to an IS Manager who completes the second level review. An IS Supervisor is responsible for ensuring operational excellence in all activities prepared by the Investors Services team ensuring that the company’s control environment is adhered to.

Key Responsibilities:

Ensure investor transaction instructions contain requisite information and advise Investor Services Administrator when follow-up is required. Liaise with investors to obtain fully executed transaction instructions.
Advise and assist Investor Services Administrator to ensure subscription proceeds are received timely.
Review AML/KYC, FATCA/CRS documentation provided by investors and follow-up where necessary. Escalate to Manager and MLRO where required.
Review investor transactions on HedgeInvestor® (HedgeServ’s proprietary Investor Services System)
Review the reconciliation of the subscription/redemption bank account daily and take appropriate action to clear any items.
Review wire transfer instructions for all payments processed.
Assist with bank account openings and closures for clients
Investor Reporting – review investor reports, including but not limited to Investor Statements and Contract Notes
Client Reporting – review client reports, including but not limited to, Capital Activity Reports, ERISA Reports, Authorized Share Capital Reports
Preparation of Fund Audit requirements
Review of Investor Audit requests prior to distribution to investor/auditors
General Investor Services – assist Investor Services Administrator in fielding general requests from investors including, but not limited to, requests for duplicate investors statements, enquiries on previous transaction activities, performance information requests.
Handle complex calls from investors and clients on AML, FATCA and CRS related queries.
Establish effective working relationships with the NAV, QA, and Compliance Departments within HedgeServ
Identify areas for improvement in processes, personnel and structure and discuss with Investor Services Manager and Director

Our requirements:

A minimum of 2 years’ experience working in a hedge fund administration firm with experience in all aspects of the role of an Investor Services Administrator. Alternative experience may be considered.
Strong verbal and written communication skills.
Strong analytical and problem-solving skills.
Strong attention to detail and well organized.
Ability to work under pressure and to tight deadlines.
Ability to be flexible and work effectively both within a team structure and independently.
Strong inter-personal skills.
Good initiative tempered with identifying when escalation is required.
Reliable, dependable and committed.
Take ownership of designated tasks.
Act as a role model for HedgeServ.

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Company Description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. 

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

Job Description

An associate role to support core investor servicing operations for private equity and real estate fund clients, with a focus on delivering a high standard of client service and operational excellence.

Assist with uploading of capital events notices, PCAPs, and financial statements via the Investor Portal

Perform updates to the CRM, including investor details, contacts, and wire instructions updates

Help organize task lists in our project management software, Teamwork Projects
Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
Wellbeing: Additional social benefits such as HMO coverage on your Day 1 with 2 dependents covered and group life and accident insurance
Annual leave: All our employees are entitled to 26 days paid leave (subject to change due to the job level of the position)

Hybrid working arrangement: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements

Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day

Qualifications

You are an accounting, finance, or business administration graduate or equivalent

You have a minimum of 1 to 2 years of experience in fund administration, investor relations, or transfer agency services within a private equity or alternative investment environment

You have Basic knowledge of AML/KYC regulations and compliance practices

You have exposure to fund administration platforms (e.g., Investran, eFront, Allvue, or similar)

Additional Information

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.  

","hiringOrganization":{"@type":"Organization","name":"IQ-EQ","sameAs":"https://iqeq.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Pasig, NCR, Philippines","addressCountry":"Philippines","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Investor Services Specialist","datePosted":"2025-08-06","description":"Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
The Investor Services Specialist will play a critical role in managing the daily flow of Investor Relations operations, including processing capital activity, coordinating investor and administrator requests, and ensuring the accuracy of internal reporting and records. This role combines exceptional organizational skills, attention to detail, and the ability to manage and prioritize multiple workstreams in a high-accountability environment. Reporting to the Senior Investor Relations Manager, this role serves as a central hub for day-to-day investor operations. The successful candidate will collaborate across internal and external stakeholders to deliver timely and high-quality service to institutional investors and support our internal processes. This role is a means to make a difference: the client service processes you lead will directly enhance Voleon’s leading position in the world of quantitative finance.\n

Key Responsibilities

Manage daily investor operations, including processing subscriptions, redemptions, and transfers in coordination with the fund administrator
Track and prioritize incoming inquiries, ensuring timely, accurate, and professional responses to both internal and external stakeholders
Ensure accurate and complete internal reporting, collaborating with colleagues in Investor Relations, Legal, Operations, and Compliance
Contribute to process improvements, identifying operational risks or inefficiencies and proposing solutions

Qualifications

2+ years of experience in client service or investor relations at a hedge fund, asset manager, or similar financial institution
Demonstrated ability to manage capital activity, reporting workflows, or reconciliation processes in a deadline-driven environment
Outstanding organizational skills, with the ability to balance multiple priorities and remain detail-oriented under tight deadlines
Strong written and verbal communication skills, with professionalism in all stakeholder interactions
Confidence working with internal systems and data, including fund documentation and workflow tracking tools
Eagerness to work with diverse teams
Bachelor’s degree in a business, finance, or quantitative discipline or equivalent applied experience
Ability to travel regularly to our Berkeley office if working remotely

The base salary range for this position is $105,000 to $115,00 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral ProgramIf you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program. Equal Opportunity EmployerThe Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. Vaccination RequirementThe Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.
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We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.

\n\n \n

Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.

Responsibilities:

Respond to client and investor requests including but not limited to:\n
- Granting access to the investor portal
- Updating investor information
- Assisting with new investor onboarding
- Financial information questions
- Assist with completing audit documents
\n
Assist with ad-hoc projects such as:\n
- Financial and Tax reporting
- Capital call and distribution tracking
- Wire preparation
\n
Compile and organize investor CRM information with updated and accurate client information
Communicate and provide information to the technology team to set up client portals
Run Anti-Money Laundering (AML) reports and update AML database as needed
Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
Responsibly secure and handle sensitive financial and personal data
Maintain dialogue and build relationships with client personnel and investors (LPs)

Qualifications and Experience:

Bachelor’s Degree required
Experience in a client-oriented office environment, preferably in a related industry
Proficiency in Microsoft Office applications, particularly Excel and Outlook
Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
Proven ability to manage competing priorities and deadlines
Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Compensation range: $58,000-$61,000 annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

","hiringOrganization":{"@type":"Organization","name":"Standish Management","sameAs":"https://www.standishmanagement.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Associate, Investor Services","datePosted":"2025-08-11","description":"

Company Description

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. 

We’re driven by our Group purpose, to power people and possibilities. 

Job Description

Assist with uploading of capital events notices, PCAPs, and financial statements via the Investor Portal

Perform updates to the CRM, including investor details, contacts, and wire instructions updates

Help organize task lists in our project management software, Teamwork Projects

Qualifications

You are an accounting, finance, or business administration graduate or equivalent

You have a minimum of 1 to 2 years of experience in fund administration, investor relations, or transfer agency services within a private equity or alternative investment environment

You have Basic knowledge of AML/KYC regulations and compliance practices

You have exposure to fund administration platforms (e.g., Investran, eFront, Allvue, or similar)

Additional Information

Would you like to work in an organisation that encourages and supports you to be your best? At CFS you'll join an organisation that is so much more than striving to give our customers financial freedom in retirement. It's at the heart of what we do and that's why we are committed to developing a culture of expert and passionate people.

Your Team
As a Customer Service Representative, you'll have the chance to positively impact our members' lives and enhance the experience for our customers, which include financial advisers and employers distributing our products. Our Contact Centre, consisting of 130 dedicated employees, are committed to realising our vision of becoming Australia's first choice for retirement and investment savings. This role encompasses four tiers, offering you the opportunity for continuous personal growth and upskilling as you progress through the Contact Centre, contributing to your professional development.

At CFS, we believe work life balance means something different for everyone, this role is based in our Sydney CBD office. The first 6 weeks are full time in office and then you can work up to 2 days per week from home with greater flexibility on offer (after initial 6 months) to suit your lifestyle goals.

Please note, these positions will be commencing on 7th October 2025. Interviews will take place on 9th and 16th of September 2025.

Your Responsibilities

Be the primary point of contact, delivering exceptional customer service and empathy to inbound calls from our customers addressing enquiries about superannuation, investments, and pensions.
Simplify intricate information for our members in a manner that's easy for them to comprehend.
Skillfully utilise our knowledge library and website to source vital information.
Swiftly identify and elevate issues for comprehensive investigation and resolution.
Embrace a drive to achieve key performance indicators while remaining open to coaching and feedback, fostering continuous improvement and growth.

Your Capability and Experience

A passion for providing exceptional customer service with a special focus on empathy
Experience in Retail, Hospitality and Contact Centre's are desired but not necessary
You thrive in fast-paced, results-orientated environments, finding fulfillment in such settings
Possess excellent communication and active listening skills, ensuring a seamless and professional exchange with customers
Enjoy learning about new systems and demystifying complex information.

What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
Access to 24/7 confidential support covering safety, medical and mental health services
Additional leave day to celebrate your birthday
Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
Exclusive discounts on retail, travel and entertainment

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

This role is based on Gadigal land (Sydney).

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

","hiringOrganization":{"@type":"Organization","name":"Colonial First State","sameAs":"https://www.cfs.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, NSW, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":10,"item":{"@type":"JobPosting","title":"Administrator, Investor Services","datePosted":"2025-08-20","description":"

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

Administrator Investor services

We are seeking a detail-oriented and highly organized Administrator, Investor Services to join our team. This role is responsible for handling a high volume of shareholder inquiries and requests with professionalism, accuracy, and care. As a key member of our investor services team, you will be the first point of contact for shareholders, ensuring that all interactions are handled efficiently and in compliance with regulatory requirements.

This role is hybrid (3 days in the office/week) based in Toronto.

Key Responsibilities:

Respond to a high volume of shareholder inquiries via mail, email, and occasionally by phone.
Co-ordinating and prioritizing incoming email requests including flagging and labelling items for escalation or immediate action. Identifying and informing management of complaints as well as trends and opportunities to improve service levels.
Review and process various legal documents such as powers of attorney, trust agreements, wills, and death certificates to support shareholder transactions.
Accurately update shareholder records in internal systems.
Developing a thorough knowledge and understanding of the services offered by clients to their security holders and keep up-to-date on circumstances that affect the security holders especially transfer requirements.
Maintain compliance with regulatory and internal policies and procedures.
Liaise with internal teams to resolve inquiries and ensure timely processing of shareholder requests.
Provide excellent customer service while balancing the need for accuracy and compliance.

Must Have(s):

Previous experience in customer service, financial services, legal administration, or a related field is preferred.
Strong understanding of legal documents (e.g., POAs, trusts, estate-related documents).
Excellent written and verbal communication skills.
High attention to detail and strong organizational skills.
Ability to handle sensitive information with discretion and professionalism.
Comfortable working in a hybrid environment with a minimum of 3 days/week in the office.1 to 3 years of experience in a similar role or industry.
Proficient in Microsoft Office suite/Google required

Nice to Have:

Bilingual in French and English an asset

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.

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Company Description

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. 

We’re driven by our Group purpose, to power people and possibilities. 

Job Description

Assist with uploading of capital events notices, PCAPs, and financial statements via the Investor Portal

Perform updates to the CRM, including investor details, contacts, and wire instructions updates

Help organize task lists in our project management software, Teamwork Projects

Qualifications

You are an accounting, finance, or business administration graduate or equivalent

You have a minimum of 1 to 2 years of experience in fund administration, investor relations, or transfer agency services within a private equity or alternative investment environment

You have Basic knowledge of AML/KYC regulations and compliance practices

You have exposure to fund administration platforms (e.g., Investran, eFront, Allvue, or similar)

Additional Information

HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and a comprehensive benefits package. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia.

Job Description

Investor Services Managers are responsible for the ongoing management of the Investor Services process within the guidelines and procedures provided by HedgeServ and under the supervision and guidance of a Director and Managing Director. Every Investor Services Manager will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Additional client-specific training is provided by the Director and Managing Director.

Key Accountabilities of the Role

The below list is not finite and may be added to. The combination of tasks required to be executed will vary depending on both client structure, client requirements and business needs.

Resolve investor transaction enquiries escalated by Supervisor or Administrator
Ensure all aged items on TA bank reconciliations are resolved timely
Resolve complex AML/KYC documentation issues in conjunction with Compliance department MLRO where required
Review Investor Transactions on HedgeInvestor® (HedgeServ proprietary Investor Services System)
Review of Redemption Payment Schedules
Review and release wire transfer payments
Ensure investor reporting is provided accurately and timely as agreed with client
Ensure client reporting is provided accurately and timely and in line with agreed client expectations
Handling complex calls from investors
Identify areas for improvement in processes, personnel and structure for discussion with Director
Establish and maintain effective working relationships with the NAV, QA, Compliance departments within HedgeServ
Review annual fund audit requirements ensuring all items are addressed timely and accurately
Ensure all investor audit requests are responded to accurately and timely
Manage multiple client relationships ensuring constant liaison with both the client and the relevant NAV manager ensuring consistency and clarity of service
Manage investor services recruitment, training and performance evaluations
Review documentation upon initialization of new clients

HedgeServ operates a client focused structure which provides a wide-range of experience to all levels of employee. As such Investor Services Manager should be flexible and willing to adapt. Investor Services Manager should be capable of managing a team of up to 8 staff servicing multiple clients with various requirements and deadlines.

Skills:

IT Literate
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Ability to work effectively both within a team structure and individually
Strong inter-personal skills
Good initiative tempered with identifying when escalation is required
Strong systems, product and process knowledge
Reliable and dependable
Approachable
Committed
Ability to positively influence team morale

Education:

Accounting, Finance, Legal or Business Degree – Minimum 2.2 honors degree

Experience:

A minimum of 5 years’ experience working in a hedge fund administration firm with at least 3 of those at Supervisor level is required. Alternative hedge fund experience may be considered
Ability to manage a team of up to 8 staff servicing multiple clients with various requirements and deadlines

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HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and a comprehensive benefits package. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia.

Job Description

Investor Services Department

The HedgeServ Investor Services department has an established global presence, with operations located in the Cayman Islands, Ireland, Poland, and USA. The team currently services a mix of private equity, hedge funds and hybrid structures. Using our proprietary technology, clients and investors experience an interactive, end to end, industry leading service. The team works with its clients and investors to introduce new technology solutions to continuously meet the demands of an ever-changing industry to support unique client structures and operating models.

Job Description

An Investor Services Administrator (“Administrator”) works as part of a team supporting the Investor Services Supervisor and Manager in the delivery of an efficient and high-quality service to our clients and their investors. The role provides an excellent opportunity for individuals to work in a client focused structure offering a wide range of experience to all employees.

Key Accountabilities of the Role

Receive and process investor transaction documents in accordance with the fund documentation requirements such as subscriptions
Maintain capital activity report and distribute to client (s) on a periodic basis
Complete and maintain AML requirements for all investor transactions
Provide money movement notification to the client (s) and prepare wire instructions for money movements for investor activity
Serve as daily client operational contact for investor servicing and maintain good relationships with clients
Display excellent organizational skills to meet SLA deadlines while adhering to procedures
Act as a mentor to junior staff and provide training under supervision of supervisor
Develop knowledge on allocations and performance calculations
Work on projects /Ad-hoc tasks as required
Demonstrate team player qualities within the investor services team

Education:

Accounting, Finance, Legal or Business Degree – Completed bachelor’s degree required.

Experience:

A minimum of 1 years’ experience working in a hedge fund administration firm with experience in all aspects of the role of an Investor Services Administrator. Alternative experience may be considered.

Skills:

Flexible in terms of approach
Self-motivated with the ability to work independently as well as part of a team
IT Literate
Strong verbal and written communication skills
Strong analytical skills

","hiringOrganization":{"@type":"Organization","name":"HedgeServ","sameAs":"https://www.hedgeserv.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Luxembourg","addressCountry":"Luxembourg","addressRegion":"Europe"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Director, Investor Services","datePosted":"2025-08-19","description":"

HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and a comprehensive benefits package. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia.

The Investor Services Director is responsible for all aspects of the Investor Services and Transfer Agency processes and is charged with providing a first-rate service to clients. This role contributes to the development and implementation of system, procedural and operational enhancements and as such requires a solid understanding of service requirements and Hedge Fund Administration.

The Investor Services Director will be required to execute the below listed tasks under the supervision and guidance of a Managing Director. The Director will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Additional client-specific and industry training may be provided by the Managing Director.

Key Accountabilities of the Role

The below list is not finite and may be added to. The combination of tasks required to be executed will vary depending on client structure, client requirements and business needs.

Work as part of a team of managers, directors and managing directors, who have ongoing responsibility for developing all aspects of HedgeServ services
Participate in new client meetings demonstrating Hedge Investor and outlining HedgeServ’s solution to their needs
Responsible for investor services recruitment, training and performance evaluations
Understand the regulatory environment in conjunction with the Compliance Department to ensure HedgeServ’s full compliance with such regulations
Responsible for all aspects of investor transaction processing, reporting, and dealing with ad hoc client requests
Ensure the HedgeServ Investor Services team operates within a clearly defined, documented and tested control environment
Responsible for documentation review upon initialization of new clients and the take-on of clients from other administrators
Resolve all employee issues in conjunction with HR and the MD group
Resolve complex AML/KYC documentation issues in conjunction with the Compliance department and MLRO where required
Handling complex calls from investors and clients
Identify areas for improvement in processes, personnel, structure and discuss with Managing Director
Establish and maintain effective working relationships with the NAV, QA and Compliance departments within HedgeServ
Manage multiple client relationships ensuring constant liaison with both the client and the relevant NAV Director ensuring consistency and quality of service

HedgeServ operates a client focused structure which provides a wide range of experience to all levels of employee. As such an Investor Services Director should be flexible and willing to adapt.

The Investor Services Director should be capable of managing teams of up to 30 staff in both an office and remote working environment, servicing multiple clients with various requirements and deadlines .

Pre-requisite knowledge, skills and experience

Work Experience:

Minimum of 9 years’ experience working in a Hedge Fund Administration Firm at a senior level with at least 3 of those at Manager level. Alternative Hedge Fund experience may be considered.

Education

Min. 2.2 honors degree in Accounting, Finance, Legal or Business

Skills

IT Literate
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Ability to work effectively both within a team structure and individually
Strong inter-personal skills
Good initiative tempered with identifying when escalation is required
Strong systems, product and process knowledge
Reliable and Dependable
Approachable
Ability to positively influence team morale
Demonstrate leadership skills
Act as a role model for HedgeServ

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At HedgeServ, we’re redefining what’s possible in fund administration. With more than $700 billion in assets under administration, we partner with the world’s most forward-thinking investment managers – across private equity, private credit, endowments, hedge funds and more – to deliver seamless, tech-enabled solutions that drive performance.

Our proprietary platform, enhanced by machine learning and robotic process automation, gives clients real-time insights and unmatched control over their operations. Alongside our technology, we offer award-winning service through our team-based approach -- led by a deeply experienced team of industry experts. Our solutions span the full investment lifecycle, including fund accounting, middle office, risk, compliance, tax, and investor services.

We’re a future-focused company, empowering our people through a robust career development framework, clear career trajectories with structured learning paths, training, and progression plans. We invest in leadership development and in our collaborative culture, creating space for talent to grow. Our corporate values – Relationships, Support, Innovation, and Expertise – create a sense of shared purpose and belonging, and we recognize our employees sit at the core of our success. We continue to innovate and evolve through our employees, working together to achieve our shared vision and mission.

HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. We’ve been recognized as an employer of choice, earning a top 100 workplaces designation.

Founded in 2008, HedgeServ has grown into a global organization with over 2,000 experts across the globe, with offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, the Philippines, and Australia. We’ve earned numerous accolades, including Top Overall Administrator, along with #1 rankings for providing alternative asset services in Accounting, Technology, Client Service, Investor Services, Alternative Fund Expertise, Reporting, and Regulatory Expertise.

Job Description

The HedgeServ Investor Services department has an established global presence, with operations located in theCayman Islands, Ireland, Poland, and USA. Through the company’s continued growth, the team is seeking candidates to expand our operations in Poland. The team currently services a mix of private equity, hedge funds and hybrid structures. Using our proprietary technology, clients and investors experience an interactive, end to end, industry leading service. The team works with its clients and investors to introduce new technology solutions to continuously meet the demands of an ever-changing industry to support unique client structures and operating models.

An Investor Services Administrator (“IS Administrator”) works as part of a team supporting the Investor Services Supervisor and Manager in the delivery of an efficient and high-quality service to our clients and their investors.

Key Responsibilities:

Receive and process investor transaction documents in accordance with the fund documentation requirements such as subscriptions
Maintain capital activity report and distribute to client (s) on a periodic basis
Complete and maintain AML requirements for all investor transactions
Provide money movement notification to the client (s) and prepare wire instructions for money
movements for investor activity
Serve as daily client operational contact for investor servicing and maintain good relationships with
clients
Display excellent organizational skills to meet SLA deadlines while adhering to procedures
Act as a mentor to junior staff and provide training under supervision of supervisor
Develop knowledge on allocations and performance calculations
Work on projects /Ad-hoc tasks as required
Demonstrate team player qualities within the investor services team

Our requirements:

Completed bachelor’s degree in business, accounting or finance
Minimum of 1 years’ experience in Finance field
Fluent English skills (minimum B2)
Good Excel skills
Strong analytical and problem-solving skills.
Strong attention to detail and well organized.
Ability to work under pressure and to tight deadlines.
Ability to be flexible and work effectively both within a team structure and independently.
Strong interpersonal skills.
Ability to positively influence team morale.
Take ownership of designated tasks.

What we offer:

Premium Health Insurance
Life Insurance
Sports Club Membership
My Benefit – Cafeteria System
Competitive Salary
Active Sports and Social Committee
Professional environment with great development opportunities
Training and development in a wide variety of areas to ensure staff are constantly developing and progressing their skills
Tuition policy with study leave and generous payment of all related fees

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Location: Bangalore / Mumbai

Vacancy Type: Permanent

Mode: Hybrid

Some of the things you will be doing:

On-boarding investors after thorough review of the subscription Agreement received.
Booking Investor transactions subscriptions, redemptions, transfers, and switches.
Booking capital call/distribution and partner transfers.
Preparing and distributing capital call/distribution notices.
Maintaining investor register, changing, and updating investor static data.
Generation & Distribution Contract Notes, investor/partner statement
Supervise the daily Transfer Agency processes for investor reporting.
Complete the audit requests received from investor’s auditor and provide to the client.
Perform cash reconciliation for capital call and distribution.
Perform KYC/AML checks for the investors/subscribers.
Investors/Subscribers KYC review at the time of redemption.
Periodic review of subscribers.
Sanctions Screening
Perform enhanced due diligence wherever applicable.

\n\n

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 to 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.

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As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Investor Services Call Center

Location: Denver, CO | Hybrid

Get To Know The Team:
Join our amazing team, striving to exceed client expectations with every interaction. This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. If you are driven and enjoy client interaction, you should apply! We will train!

Why You Will Love It Here!

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Respond to shareholder and Broker/Dealer inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc.
Review new account documentation and establish accounts as needed
Review and respond to requests from clients, intermediaries and shareholders
Communicate complex financial information in tangible, simple terms
Analyze and complete trades, maintenances, statement requests and written inquiries
Correspond with and contact Dealers and Investors as needed
Research and callout to Broker/Dealers in regards to NSCC trading
Perform callout campaigns for Clients

What You Will Bring:

Bachelor’s degree or equivalent combination of work and education experience preferred
Must have previous customer service experience and ideally financial services
Attention to detail, accuracy and ability to multitask required
Computer experience (Word, Excel, Microsoft Outlook)
Ability to work independently as well as in a team environment
Must be willing to work on site 6 days/month
Regular hours will be 7:00 AM - 3:30 PM MT
Initial training will be one month from 7 AM - 4 PM MT

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-RS1
#LI-HYBRID

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Colorado: Salary range for the position: 19.00 USD/hour to 26.00 USD/hour.

","hiringOrganization":{"@type":"Organization","name":"SS&C Technologies","sameAs":"https://www.ssctech.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver, CO, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":18,"item":{"@type":"JobPosting","title":"Investor Services, Associate 1","datePosted":"2025-08-04","description":"

INTERNATIONAL FINANCIAL DATA SERVICES (IFDS)

IFDS, established in 2007, is a market leader in Transfer Agency Services committed to providing high quality services and technology to our clients, with European offices in Dublin and Luxembourg. IFDSL is owned equally by SS&C Technologies Holdings, Inc. and State Street Bank Corporation.

IFDSL services and supports a diverse range of products across multiple fund domiciles on behalf of global Asset Managers. Our unique set up provides the expertise, scale, technology and strategic support and partnership to our clients. We are deeply involved, with the support of our Shareholders, in the evolution of our Industry, towards more Innovation and Digital transformation.

IFDS Luxembourg currently services a total of €1,100 billion AUM for some of the most sophisticated and demanding asset managers in the industry. Our footprint in Luxembourg is about 320 people and we have more than 700 people globally supporting our Luxembourg businesses.

Our Mission and Values:

Our mission is to ‘build great experiences for our clients, their customers and our employees’.

This is achieved through our values of ‘PACE & L’ : Professional, Accountable, Client Focused, Excellence and Leadership.

Your Role

The Investor Services Associate 1 acts as the first point of contact for all daily external enquiries received by the Investor Services department. By demonstrating excellent communication skills, a team-oriented approach and by successfully handling multiple demands from external parties or the management line. The Associate 1 will deliver a high quality of service to all clients in line with the company’s targets and expectations.

Your team

The Investor Services team answers all queries received via phone, email, facsimile and post from shareholders, brokers or financial intermediaries, as well as fund promoters and fund management companies.

Your Responsibilities

Answer to all phone calls and queries in the most accurate manner within the time frame given by our clients.
Provide support, escalate when necessary to senior members of the team and resolve any queries received from external and internal parties
Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer
Process data to produce reports and ad-hoc documents requested by internal and external parties.
Perform callbacks to validate data changing and high value trades in order to secure the process.
Acknowledge complaints received form external parties and resolve the matter within the legal timeframe.

Your Profile

Successfully attended final second-level education (BAC+2 minimum) or equivalent professional qualification
University degree in accounting, banking, finance or business administration will be considered as a plus
Preferably 1-2 years’ working experience in Transfer Agency or Financial Services
Good computer skills (MS Office: Excel, Word, PowerPoint and Outlook…)
Excellent communication skills - fluent in English (written & oral)
Other European Languages (French, German, Dutch, Italian, Spanish or Portuguese) are considered as an asset
Ability to work independently and as part of a team, under pressure while maintaining high accuracy and quality standards also with large work volumes/multiple demands from external parties or the management line
A clear and analytical methodical approach to problem-solving; administrative and organizational skills; meet tight deadlines with initiative and team-oriented spirit
Adhere to existing procedures and controls in place and eager to learn
Strong client focus

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Luxembourg, Luxembourg","addressCountry":"Luxembourg","addressRegion":"Europe"}}}},{"@type":"ListItem","position":19,"item":{"@type":"JobPosting","title":"Investor Services Associate, Operations","datePosted":"2025-08-07","description":"

About Bridgewater

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.

Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles.

Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

Explore more information about Bridgewater on our website here.

Our Culture

Our culture is tied to our mission, which is to understand how the world’s markets and economies work, and to translate that into world-class investment performance. This requires an extraordinary team, defined by the best individuals and the best portfolio of people, operating in an idea meritocracy. In this, we are uncompromising on our shared values of excellence, truth, integrity, humility, and courage. Our aspiration of a vibrant idea meritocracy requires diversity of thought – this comes from diversity of background, identity, experience, and so much more. We pursue inclusion because it’s how we unlock the power of that diversity and make sure the best ideas get heard. To sustain this way of being through lots of years and lots of circumstances, we invest in meaningful work and meaningful relationships – the purpose and joy that comes from tackling something challenging and worthy, alongside people who make us better versions of ourselves.

About the Operations Department

The goal of the Operations Department is to enable Bridgewater's ongoing investment engine and client requirements by proactively driving solutions through effective management of people, processes, and partners. Overall responsibilities include:

Trade life cycle support (e.g. trade confirmation, collateral, reconciliation, etc.)
Fund and Investor services (e.g. capital flows, various investor reporting, etc.)
Fund Accounting (e.g. pricing & valuation, books and records, etc.)
On & off-boarding and maintenance of investor accounts, trading and settlement counterparties, as well as fund launches, new markets & instruments
Tax, Audit, and regulatory & compliance support for BW, its funds, and clients
Driving industry leading back-office solutions and engaging in thought leadership and strategic partnerships with internal and external stakeholders to shape key outcomes (e.g., BW Front Office, partners)

Bridgewater has grown over our 50 years, transforming from an investment boutique to a leading global institutional asset manager. To manage this excellently, Bridgewater places explicit focus on evolving our world-class investment and support infrastructure inclusive of utilizing external partners for key processes. Operations, as a mission-critical department, is constantly evolving the ways in which it meets its goals and responsibilities. Bridgewater operates a best-in-class “tri-party model” that enables us to remain responsible for investment management and oversight of our back office, while also taking advantage of the independent processes and technology of two strategic partners who are industry leaders in this space.

Position Summary:

The role of Investor Services Associates in Operations is comprised of (1) monitoring and managing the deliverables and performance of outsource providers, (2) operating internal processes and procedures and (3) improving and evolving both (e.g. participating in initiatives enabling support of new products, markets, and unique investor requirements, enhancing processes and controls, etc.).

One of the key advantages of the role of the Investor Services Associate as compared to a traditional Investor Services role is that our Associates are developed more as “generalists” who can understand the end-to-end processes, as opposed to being specialists in a particular product or process.

We are seeking motivated, agile, and results-oriented people to be part of the team critical to enabling Bridgewater to implement new investment ideas rapidly and meet the increasingly sophisticated needs of our clients.

Responsibilities would include:

Provide Quality Control oversight of Outsource partners to ensure mission-critical Investor Services responsibilities are met including excellent escalating and troubleshooting of problems
Produce various internal and external reporting, including but not limited to client, regulatory, risk & control and management metrics
Act as liaison between outsource partner(s) and internal BW departments (e.g. client service, legal, investment engine) for queries and on various projects and initiatives such as a new fund launch
Identify problems and inefficiencies with various process and develop and implement solutions (e.g. streamline redundant processes, automate controls & reports, etc.)
Contribute towards training, testing, and certification of other Associates over time to ensure a high level of cross-training and fungibility

Minimum Qualifications

Bachelor’s degree, demonstrating a strong academic record from a competitive school
2-7 years’ relevant experience in Investor Services, in a financial services or legal setting (e.g. hedge fund, investment banking, hedge fund administration, private equity, corporate law firm focused on asset management advisory)
Strong skills in relevant software applications, particularly Excel, SharePoint, PowerPoint. Data manipulation and coding skills are also valuable (e.g. pivot tables, macros, VBA, SQL, “R”, etc.)
Strong sense of personal responsibility, ownership mentality, reliability, results-orientation
Excellent ability to detect and trouble-shoot problems, logical reasoning, and common sense
Process orientation (ability to both follow and streamline machines)
Strong Communication, interpersonal and customer service skills, including the ability to hold others accountable
Learning agility and flexibility to keep up with what can be an uncertain and/or changing environment

Physical Requirements

This role will follow a hybrid schedule, with an onsite requirement of four days per week at our Westport, CT campus.

Compensation

The wage range for this role is $110,000 - $175,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.

Why Choose Bridgewater?

It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.

One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits.

Explore more information about Bridgewater’s benefits on our website here.

Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.

This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.

Bridgewater Associates, LP is an Equal Opportunity Employer

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Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

What’s In It For You

Competitive salary
Hybrid working
Flexible working hours
Annual Salary Review
Pension
Private medical insurance
Dental plan
Life assurance
Income protection & Critical illness

Purpose of the Job
\nThe successful candidate will report into the Manager or Senior Manager of Investor Services. The incumbent will work collaboratively and pro-actively within the established Global Funds team in Guernsey. The Company intends to provide the full range of fund administration and accounting services, predominately to closed ended and limited liquidity fund structures. The description of key responsibilities and tasks below is for guidance only and is subject as the role develops.
\n
\nMain Responsibilities
\n• Be an integral part of the Investor Services Team coordinating client service, taking responsibility for assigned deadlines and the overall quality of deliverables to support Ocorian’s ever-growing and diversified international client base.
\n• Deliver high quality services to Ocorian’s clients for the full life cycle of operations, from take-on, to business-as-usual and on to termination.
\n• Assist with ensuring compliance with regulatory requirements and with the relevant short, medium and long-term goals, objectives and values of the organisation.
\n• To support the administration of a portfolio of Fund structures and other entities to ensure all investor services related activities fall within the guidelines/stipulations of the statutory or governing documents. • Ensure that Ocorian policy and procedures are adhered to.

WHAT DOES THE ROLE ENTAIL ON A DAY-TO-DAY BASIS
\nClient service:
\n• Develop an understanding of clients’ organisations; understand clients’ expectations in line with the client service agreements.
\n• Help ensure the service delivery is consistently met or exceeded.
\n• Help the team Manager with client issues ensuring appropriate resolution, including regular liaison with clients, relationship managers and other operational managers to provide a seamless service.
\nBAU:
\n• Assist with the day to day delivery of the operational and investor servicing function.
\n• Assist in the completion of investor onboarding as part of the wider client onboarding and transition process. • Assist with new investor onboarding.
\n• Prepare or review CDD packs on simplified, standard and/or high-risk investors/structures.
\n• Prepare or review investors as part of a trigger event or periodic review.
\n• Process or review Fund Sub-Closes on core systems.
\n• Prepare or review investor capital call and distributions, including the review of investor notices.
\n• Prepare and/or review periodic bank account and cash reconciliations.
\n• Ensure appropriate handling of fund manager and investor calls and queries.
\n• Prepare all relevant activity within stated Service Level Agreements.
\n• Liaise with the KYC and Investor and On-Boarding Manager, FATCA/CRS and Compliance teams as required for guidance, advice and sign off.
\n• Assist as required in the implementation of projects related to Investor Services as and when required. Feed into the implementation of operation automation projects.
\n• Assist the Manager to ensure that all queries and tasks are resolved in a timely manner.
\n• Work as an effective team member with other internal providers to meet our key deliverables.
\n
\n#LI-JM1
\n#LI-Hybrid

Qualifications

The knowledge and skills you need to excel in this position include:
\n• A minimum of 3 years’ experience of working within the Fund Administration sector, with a focus on private equity and closed ended fund structures.
\n• A good working knowledge of AML and FATCA/CRS regulations.
\n• Demonstrable ability in on-boarding clients, funds and investors.
\n• Effective communication skills.
\n• Team Player.
\n• Good organisation skills.
\n• Flexible approach and attitude to work.
\n• Good attention to detail.
\n• A good understanding of Corporate Governance.
\n• Microsoft Office skills with focus on Excel skills

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

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INTERNATIONAL FINANCIAL DATA SERVICES (IFDS)

Our Mission and Values:

Our mission is to ‘build great experiences for our clients, their customers and our employees’.

This is achieved through our values of ‘PACE & L’ : Professional, Accountable, Client Focused, Excellence and Leadership.

Your Role

Your team

Your Responsibilities

Answer to all phone calls and queries in the most accurate manner within the time frame given by our clients.
Provide support, escalate when necessary to senior members of the team and resolve any queries received from external and internal parties
Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer
Process data to produce reports and ad-hoc documents requested by internal and external parties.
Perform callbacks to validate data changing and high value trades in order to secure the process.
Acknowledge complaints received form external parties and resolve the matter within the legal timeframe.

Your Profile

Successfully attended final second-level education (BAC+2 minimum) or equivalent professional qualification
University degree in accounting, banking, finance or business administration will be considered as a plus
Preferably 1-2 years’ working experience in Transfer Agency or Financial Services
Good computer skills (MS Office: Excel, Word, PowerPoint and Outlook…)
Excellent communication skills - fluent in English (written & oral)
Other European Languages (French, German, Dutch, Italian, Spanish or Portuguese) are considered as an asset
Ability to work independently and as part of a team, under pressure while maintaining high accuracy and quality standards also with large work volumes/multiple demands from external parties or the management line
A clear and analytical methodical approach to problem-solving; administrative and organizational skills; meet tight deadlines with initiative and team-oriented spirit
Adhere to existing procedures and controls in place and eager to learn
Strong client focus

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Luxembourg, Luxembourg","addressCountry":"Luxembourg","addressRegion":"Europe"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Assistant Manager, Investor Services","datePosted":"2025-08-05","description":"

\n\n

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.

We encourage candidates to apply directly to our website and not through third-party sources.

","hiringOrganization":{"@type":"Organization","name":"CSC","sameAs":"https://www.cscglobal.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bangalore, Karnataka, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Investor Services, Associate 1","datePosted":"2025-08-12","description":"

INTERNATIONAL FINANCIAL DATA SERVICES (IFDS)

Our Mission and Values:

Our mission is to ‘build great experiences for our clients, their customers and our employees’.

This is achieved through our values of ‘PACE & L’ : Professional, Accountable, Client Focused, Excellence and Leadership.

Your Role

Your team

Your Responsibilities

Answer to all phone calls and queries in the most accurate manner within the time frame given by our clients.
Provide support, escalate when necessary to senior members of the team and resolve any queries received from external and internal parties
Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer
Process data to produce reports and ad-hoc documents requested by internal and external parties.
Perform callbacks to validate data changing and high value trades in order to secure the process.
Acknowledge complaints received form external parties and resolve the matter within the legal timeframe.

Your Profile

Successfully attended final second-level education (BAC+2 minimum) or equivalent professional qualification
University degree in accounting, banking, finance or business administration will be considered as a plus
Preferably 1-2 years’ working experience in Transfer Agency or Financial Services
Good computer skills (MS Office: Excel, Word, PowerPoint and Outlook…)
Excellent communication skills - fluent in English (written & oral)
Other European Languages (French, German, Dutch, Italian, Spanish or Portuguese) are considered as an asset
Ability to work independently and as part of a team, under pressure while maintaining high accuracy and quality standards also with large work volumes/multiple demands from external parties or the management line
A clear and analytical methodical approach to problem-solving; administrative and organizational skills; meet tight deadlines with initiative and team-oriented spirit
Adhere to existing procedures and controls in place and eager to learn
Strong client focus

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Luxembourg, Luxembourg","addressCountry":"Luxembourg","addressRegion":"Europe"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Senior Manager – Investor Services","datePosted":"2025-08-14","description":"

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Job Description

Purpose of the job

The successful candidate will report into the Head of Investor Services, Ireland. The incumbent will work collaboratively and pro-actively within the Funds Services team in Dublin. Ocorian provides the full range of fund administration and accounting services, predominately to closed ended and limited liquidity fund structures.

The description of key responsibilities and tasks below is for guidance only and is subject as the role develops.

Main responsibilities

Be an integral part of the Investor Services Team coordinating client service, taking responsibility for assigned deadline management and the overall quality of deliverables to support Ocorian’s ever-growing and diversified international client base.
Deliver high quality services to Ocorian’s clients for the full life cycle of operations, from take-on, to business-as-usual and on to termination.
Ensure compliance with regulatory requirements and with the relevant short, medium, and long-term goals, objectives, and values of the organisation.
Proactively support administrators in their day-to-day administrative tasks and aid with the more technical and complex administration queries.

Tasks (what does the role entail on a day-to-day basis)

Client service:

Develop a high level of understanding of clients’ organisations; actively manage clients’ expectations in line with the client service agreements.
Take responsibility to ensure the service delivery & client relationship management is consistently met or exceeded. Ensure team continues to adopt a proactive rather than a reactive approach to initiatives & client needs.
Manage client issues ensuring appropriate resolution, including regular liaison with clients, relationship managers and other operational managers to provide a seamless service.
Maintain relations with third parties - to include Client, internal relations with other departments and Auditors.

BAU:

Assist with the day-to-day delivery of the operational and investor servicing function.
Manage and complete client onboarding and transition as required.
Assist with investor AML/CDD reviews as required.
Process and/or review Fund Closes on core systems.
Prepare and/or review investor capital call and distribution processes from calculation through to client approval of investor notices.
Prepare and/or review checklists for all Investor Services activities.
Ensure appropriate handling of fund manager and investor calls and queries.
Prepare and/or review all activity within stated Service Level Agreements.
Ownership, management, and development of strong and open client relationships.
Represent Investor Services in client service meetings & demos, due diligence meetings, board meetings as required.
Ensure the team and departmental procedures are operationally sound with an emphasis on risk reduction and compliance.
Become involved in and drive implementation of projects related to Investor Services as and when required. Support in the design and implementation of operation automation projects.
Manage resources to ensure all queries and tasks are resolved in a timely manner.
Work as an effective team member with other internal providers to meet our key deliverables.
Mentor, coach and support team members through leadership, motivation, and energy.

#LI-JM1

#LI-Hybrid

Qualifications

The knowledge and skills you need to excel in this position include:

Educated to Degree level or equivalent.
A minimum of 6 years’ experience of working within the Fund Administration sector, with a focus on private equity and closed ended fund structures.
Significant A-Z operational experience gained in the alternative investment servicing space with experience in the core Investor Services functions.
A strong working knowledge of AML and FATCA/CRS regulations.
Proven ability in on-boarding clients, funds, and investors.
Effective communication skills.
Team Player.
Excellent client service skills.
Ability to work under pressure meeting challenging deadlines.
Excellent planning and organisation skills.
Flexible approach and attitude to work.
Excellent attention to detail.
A good understanding of Corporate Governance and risk mitigation.
Microsoft Office skills with focus on Excel skills.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

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The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. Our primary goal is to provide exceptional customer service and administration servicing for our clients’ assigned hedge and private equity funds.

What you will do:

You will be responsible for the oversight of onboarding investors into our clients’ hedge and private equity funds. We need your due diligence and attention to detail to ensure all proper data points and documentation were received and inputted correctly at the time of a subscription. Once inputted, you will be accountable for the review of all relevant data points in our contact management system in order to facilitate investor reporting.
You will be required to adhere to our Anti-Money Laundering policies and procedures when reviewing all investor transactions. As an Investor Services Supervisor, you are responsible for ensuring your team is in compliance with our department’s rules and regulations designed to stop the practice of generating income through illegal actions.
You will need to confirm that your team is monitoring our clients’ bank accounts for investor wire activity on a daily basis. You will also review and sign-off on wire templates created to facilitate investor payments.
You and your team will generate and reconcile all investor reporting, such as investor capital statements. Once approved by the client, you will be responsible for ensuring that the dissemination of this documentation to our clients’ end investors and their contacts via an automated distribution process is done accurately.
You will correspond with investment managers and their investors regarding day-to-day inquiries, including questions on subscription documents and investor reporting. Client engagement and a dedication to quality service is a must for success.
You and the manager will conduct performance appraisals, monthly one-on-ones with the analysts and provide career pathing and training.
Your due diligence and attention to detail during the review process will be key to your team’s success while striving for error free processing.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization.
You will have the opportunity to partner with a diverse team and grow your career.

What we need from you:

BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
Minimum 2 years experience in the fund services industry; alternative investment experience a plus.
The ability to identify and resolve or escalate potential problems with a strong interest in creating meaningful business solutions.
Proficiency in Excel and ability to train analysts on Excel concepts.
The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
Strong customer service skills as you will be communicating daily with your clients and other service providers.

What we would like from you:

A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

","hiringOrganization":{"@type":"Organization","name":"SEI","sameAs":"https://www.seic.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"USA - PA - Oaks, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Investor Services Senior Administrator","datePosted":"2025-08-20","description":"

Your Role

As an Investor Services Senior Admin you will be responsible for the execution of challenging tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by HedgeServ and under the supportive supervision and guidance of a supervisor and manager. You can expect to be seen as a key member of the team, involved in all matters.

Every Investor Services Senior Administrator will receive the excellent Induction Training, in addition to both compulsory training as well as technical and personal development. HedgeServ operates a client focused structure which provides a wide-range of experience to all. We focus on adding value to our clients every day.

Key Accountabilities of the Role

Review investor transaction instructions to ensure all requisite information is provided.
Liaise with investors to obtain fully executed transaction instructions
Liaise with investors to ensure subscription proceeds are provided timely
Ensure appropriate AML/KYC documentation is provided by investors
Reconcile the subscription/redemption bank account daily, and notify all discrepancies to supervisor
Preparation of wire transfers to Prime Brokers, Investors and for payment of fees
Preparation of Investor Reporting and client reporting
Distribution of Fund Performance in line with client requirements
Preparation of investor audit requests
Establish good working relationship with other HedgeServ departments
Willing to work US hours

Education:

Accounting, Finance, Legal or Business Degree – Completed bachelor’s degree required.

Experience:
A minimum of 1 years’ experience working in a hedge fund administration firm with experience in all aspects of the role of an Investor Services Administrator. Alternative experience may be considered.

Skills:

Should be flexible in terms of their approach and work ethic should be focused and results orientated
Should be self-motivated and have the ability to work on their own as well as part of a team
IT Literate
Strong verbal and written communication skills
Strong analytical skills

","hiringOrganization":{"@type":"Organization","name":"HedgeServ","sameAs":"https://www.hedgeserv.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Manila, Philippines","addressCountry":"Philippines","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":27,"item":{"@type":"JobPosting","title":"Customer Support Analyst","datePosted":"2025-07-15","description":"

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specialising in the delivery of Legal Practice Management software. We are a fast growing, dynamic business with a global customer base and team.  With Team members in Auckland, the United Kingdom, United States, Canada and Australia, we are dedicated to helping thousands of lawyers worldwide run highly successful legal practices.

We’re looking for a Customer Support Analyst to join our fast-growing support team.

Reporting to the Customer Support Team Leader, you will be charged with providing exceptional customer service as the first contact point for our users, on the CRM platform we build, run and support in-house.

To be successful in this role, you will have minimum 3 years of demonstrable experience working in a Help Desk / Customer Service role. You are an expert at identifying the root issue presented by a user, through your strong aptitude at identifying a problem’s root cause and quickly finding and implementing steps to remediate it. You’re technically minded and take to new systems with ease. Your customer centricity is central to how you excel in the work you do, and supporting and resolving customers brings you as much satisfaction as it does to the users you support.

Reporting to the Customer Support Team Leader, the Customer Support Analyst will manage a daily workflow of managing new and open tickets, running screenshares with users to determine next steps on resolutions, and working across the Customer and Support teams to document and share product knowledge.

This is a great opportunity for someone with great get-up-and-go and fantastic customer skills to join a tech company!

What will you do

Respond to inbound live chats and emails within an acceptable timeframe and with a response that is informative, helpful, and genuine.
Manage a queue of tickets with competing priorities, to ensure those of most importance are addressed first and receive the right level of support, dependent on the nature of the query raised.
Investigate and resolve inbound tickets through the use of outbound phone calls, screen sharing session, live chats or emails back to the original reporter.
Resolve enquiries efficiently while addressing the core problem to solve for the customer.
Adopt a “First Time Right” mindset to ensure the enquiry is resolved on the spot where possible.
Escalate tickets when appropriate and with all relevant information, to the suitable person/team; whether that be internally within the Support team, externally to a third-party, or across to our development teams.
Balance the needs of the business and the customer to prioritise enquiries appropriately.
Set realistic and correct expectations with the customer and stakeholders.
Flexible and adaptable to the changing needs of our business and customers.
Provide consistent and regular updates to our users on any active issues they’re experiencing and help to represent the urgency of the user to internal teams.
Meet all SLAs and goal targets set out by your leader, to deliver an exceptional customer service experience, focused around:

- Customer Satisfaction
- First Response Rate
- Average Response Time
- Escalation/resolution rates
- Responsiveness to customer enquiries
- Attention to detail when investigating issues
- Efficiency when managing multiple priorities
- Collaboration with other team members (inside support and other business units)
- Any relevant OKRs that are in place for the team

Who You Are:

Compassionate: you get satisfaction out of helping other people, and recognize that sometimes the best way to help is by listening and validating different experiences.

Curious: you want to find the answers and will work all the angles to get it done. You go above and beyond with in-depth research and evaluation to solve complex problems.

Results-Focused: you like to check things off your list and have a bias for action, using your decision- making prowess to make decisions quickly and solve problems.

Effective Communicator: You are comfortable communicating with customers and internal teams and saying no when you need to.

Requirements

What you need to know and what will make you successful!

Essential:

Minimum 3 years of customer-facing experience, in a customer support/service or help desk role, ideally supporting a SaaS technology platform.
Previous experience working at Level 1 and Level 2 in a multi-leveled support team that is geographically distributed.
An experienced people person. You are a pleasure to work with and have a can-do attitude.
Excellent oral, written, presentation and communication skills, for use with both internal and external stakeholders and all levels of management.
Technically minded - there isn’t a platform that you can’t jump in and understand within a short period of time.
Ability to operate and succeed in an agile environment, working cross-functionally, to successfully deliver effective outcomes for our customers.
Suitable National Criminal Check.

Desirable:

Experience in a remote working environment, accounting experience, law experience

Benefits

We offer a fantastic and inspirational working environment!

Hybrid Work Flexibility – Enjoy a blend of in-office and remote work to suit your lifestyle.

Modern Offices – Work in a central location with great coffee and even better company.

Inclusive, Supportive Culture – Work with a genuinely friendly team that values collaboration and authenticity.

Relaxed Dress Code – Be yourself and dress comfortably, while respecting the nature of our workplace and your teammates.

Birthday Leave – Celebrate your big day with a day off, just for you.

Regular Team Events – From lunches to trivia competitions, we like to keep things social.

Professional Development – Access to training, mentoring and internal growth opportunities.

","hiringOrganization":{"@type":"Organization","name":"Actionstep","sameAs":"https://www.actionstep.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Brisbane City, Queensland, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":28,"item":{"@type":"JobPosting","title":"Customer Support Analyst","datePosted":"2025-08-01","description":"

Join us. Let’s make a direct impact in healthcare.

Being an Iodine employee means becoming part of something bigger - using clinical AI technology to drive smarter healthcare processes and positively impact patient care.

Who we are:

Recognized as one of Austin’s best places to work, we are a collaborative and dedicated team with innovation built into our DNA. Iodine is an enterprise AI company that is championing a radical rethink of how to create value for healthcare professionals, leaders, and their organizations - by automating complex clinical tasks, generating insights and empowering intelligent care. Powered by one of the largest sets of clinical data and use cases available, our groundbreaking clinical machine-learning engine, Cognitive ML, constantly ingests the patient record to generate real-time, highly focused, predictive insights that clinicians and hospital administrators can leverage to dramatically augment the management of care delivery.

What we’re looking for:

Iodine thrives by delighting our users. Support is a cornerstone of our offering and enables us to cultivate a happy, productive user base. We are seeking Customer Support Analysts to join our Customer Experience team and help take Iodine to the next level by providing best-in-class service. This is a high visibility role, and your success will depend on building strong long-term relationships with our clients, proactively identifying issues and driving resolution, and fostering communication with users and stakeholders along the way.

What you’ll do:

Hold a working knowledge of Iodine applications, and technologies, and client base.
Manage first level support for incoming customer inquiries and provide basic troubleshooting support in a timely and professional manner.
Investigate and fix issues reported by our users; communicating progress back to the client and setting clear expectations.
Maintain detailed records of all internal and external customer interactions.
Improve current documentation, knowledge base articles, FAQ’s and training materials for the internal support team.
Follow support processes and procedures and understanding of what resources are available for self-service.
Escalate complex and high priority issues to Senior support staff and cross-functional teams as necessary to determine resolutions.
Drive a successful product experience by identifying and recording bugs and feature requests and managing resulting customer communication.
Identify trends to address with the client or internally to improve client experience and workflow.
Approach every client interaction with a total service mentality, cultivating deep understanding of the client experience and developing proficiency on all client interface tools.
Identify and advocate for robust solutions to recurring issues that affect our customer base
Assist in quality assurance, deployment, and preparation for new releases.
Expand your skill set in technologies to create solutions for customers (Examples – PostgreSQL, Excel, IntelliJ, Iguana, Grafana, Browser Dev Tools, XML).
Cultivate processes and team culture for scale.
Other small-scale support related special projects during downtime.

What we’d love to see:

Bachelor’s degree
1+ years of relevant experience
High technical aptitude OR existing basic knowledge level with applicable technologies (E.g., PosgreSQL, Excel, IntelliJ, Iguana, Grafana, Browser Dev Tools, XML, etc.)
Familiarity with healthcare industry and clinical concepts
Experience using a Support ticketing system such as Salesforce or Zendesk Support
Ability to communicate concisely and clearly, both written and verbal
Client focus mindset - provide value beyond expectation and approach work with internal and external clients’ interests top of mind
Apply logic, research, and data to inform decisions
Demonstrate empathy and patience for end users; takes a personal stake in our clients’ success
A problem solver’s mentality: wants to open up the machine to see how it works
Attention to detail, highly organized, with an absolute focus on quality of work
Proven track record of managing multiple, competing priorities while consistently exceeding goals
Team player DNA with a desire to solve for the interests of our clients and of our business
Positive, self-starter attitude with high level of personal ownership and accountability
Travel to and from company headquarters in Austin, Texas is required for new hire orientation, onboarding and occasional company meetings

Please note this position is not restricted solely to the responsibilities listed above and that the job scope and responsibilities are subject to change.

What we offer:

Comprehensive Healthcare: Fully covered medical, vision, and dental benefits for employees, plus generous dependent coverage.
Telehealth Services: Convenient access to telehealth services tailored for remote work.
Savings Accounts: Tax-advantaged savings accounts for healthcare and dependent care expenses.
Ancillary Benefits: Life, AD&D, and disability insurance paid by Iodine for peace of mind.
Retirement Plan: Competitive 401(k) retirement plan with a considerable company match.
Extra Life Insurance: Optional additional life insurance coverage for you and your dependents.
Accident Insurance: Financial protection against unexpected accidents and critical health issues.
Critical Illness Insurance: Provides financial support for medical costs and living expenses during serious illness.
Hospital Indemnity Insurance: Additional support for hospital-related expenses through indemnity insurance.
Pet Insurance: Affordable options for discounted pet insurance.
Legal and Identity Protection: Legal and ID theft protection to safeguard personal information.
Employee Assistance: Confidential employee assistance program for personal and professional challenges.
Education Allowance: Annual funding for educational pursuits and continuing education to support professional development and skill enhancement.
Reimbursements: Annual reimbursement for eligible wellness expenses, monthly reimbursement for cell phone and WiFi costs, and a one-time equipment allowance for creating a comfortable home office.

Why should you join Iodine?
This is a unique opportunity to join a close-knit, rapidly growing team and help us improve a key piece of the organization. You will have the opportunity to drive smarter healthcare processes through technology, so hospitals can stay focused on patient care. You will join a passionate and ambitious team, with a proven record of success building multiple companies. Learn more about our company culture on Built In Austin and on our website at www.iodinesoftware.com.

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You'll report to: Joe Howes, Customer Support Manager

Team: Customer Success

Location: Remote – This position is open to candidates based in Bengaluru

Role Type: Full-Time, Permanent

Start date: As soon as possible

Visa / Sponsorship Available: Not Available

The Application Support Analyst Role

This role is an exciting opportunity for the right candidate to be part of Send’s Customer Support Team and being part of the team responsible for delivering exceptional service to our customers.

We offer a flexible career development approach where you will work on a variety of development projects as well as being responsible for business-as-usual support. In addition, you will be responsible for ensuring internal procedures, policies and practices are executed, adhered to and maintained.

About Send

In 2017, Send was founded by Andy Moss, Ben Huckel, and Matt McGrillis with a vision to reshape and enhance the underwriting process for commercial insurers-combining advanced technology with deep industry expertise.

By 2019, we had delivered a commercial and specialty Underwriting Workbench for a leading global insurer-one of the UK’s top five composite insurers and a major FTSE 100 carrier. This solution streamlined operations, improved efficiency, and enabled forward visibility.

In 2022, we won three industry awards for the Underwriting Workbench and raised $10 million in Series A funding to support our expansion in the UK and US.

The following year, in 2023, we launched Smart Submission, a stand-alone component of the Underwriting Workbench, and were named a Leader in the IDC MarketScape: Worldwide P&C Intelligent Underwriting Workbench Applications Vendor Assessment.

In 2024, we were recognised as a Top Provider in the Datos P&C Workbench report and named a Leader in Celent’s Underwriting Workbench reports for both North America and Global Markets.

Our vision is to be the market-leading underwriting software platform for agile carriers.
#loveunderwriting

Our Funding

From 2017 to 2022, we bootstrapped our growth journey, building a profitable and stable company. In November 2022, following a year of strong customer and team growth, we secured $10 million in Series A funding to accelerate our expansion across the UK and US, as well as to further enhance our product development. We’re proud to have the support and expertise of our investors, Mercia and Breega.

We are now preparing for our Series B round and are excited about the growth acceleration this will enable.

The Send Team

Over the past two years, Send has experienced significant growth, expanding our team by over 50% to more than 90 people. At the start of 2024, our team was primarily based in the UK and Poland. Since then, we’ve taken major steps toward building a global presence, with team members now located across the US, India, and Ireland-all working collaboratively toward our vision of becoming the market-leading underwriting software platform for agile insurers.

What You’ll Be Doing as a Customer Support Analyst

Act as the initial point of contact to investigate and find solutions to issues raised through the Send customer portal.
Have a detailed understanding of the solutions developed by Send Technology and troubleshooting techniques
Work on producing and maintaining automated tests
Escalate issues for fix into the development teams where they cannot be resolved within the Support Team
Coordinate customer service operations and find ways to ensure customer retention
Operational delivery of information security throughout the organisation
Ensure compliance with Send Policies/Processes including local and international laws (e.g. data protection)
Oversee the implementation of technology solutions throughout the organisation
Support the management of all Customer solutions post release
Complete customer health checks
Production troubleshooting and resolution of customer issues and completion of processes associated to support those tasks
Communicate the application support policies, procedures, and SLAs to the relevant parties
Plan and monitor day-to-day activities
Fix code issues and manage through environments to Production

The Skills and Experience Needed for the Customer Support Analyst Role

Proven experience in an Application Support/Development or similar IT role (3 years)
Familiarity with all business functions required within an IT development/support team
Familiar with the SDLC
Familiar with Atlassian Suite (Jira/Confluence), Bitbucket
Good understanding of SQL/Java
Experience of business as usual support
Experience of supporting applications hosted in AWS
Analytical mind
Problem-solving aptitude
Excellent communication skills (verbal/written)
Excellent planning, organising and time management skills.

IMPORTANT - Please note this role will involve shift patterns to support customers on a rotation basis, for example 05:30 – 13:30 IST, 12:30 – 20:30 IST and 22:30 – 06:30 IST.

What’s on Offer - Life at Send

When hiring in India we partner with an Employer or Record, Deel, to offer contracts of employment.

Health Cover - Private medical and dental insurance from day 1, plus access to Spill that provides free confidential mental health support and therapy.

Time Off - 25 days of annual leave, plus public holidays. We also offer volunteering time and a dedicated wellness day.

Enhanced Parental Leave - Includes 12 weeks of fully paid leave for all new parents, along with additional support for birth-giving parents.

Learning and Development - An annual budget via Learnerbly, providing access to books, courses, conferences, and other resources to support your growth.

Check out Send’s public Handbook for more information about our product, recruitment process, team, benefits, and much more.

Customer Support Analyst Interview Process

Our recruitment process for Customer Support Analyst role consists of at least three stages:

Stage 1 - Introductory Call with our in-house recruiter, Liam (30 minutes):
This will cover your background, motivations, and communication skills, along with an opportunity to learn more about Send and the role.

Stage 2 – Interview with Joe Howes, Customer Support Manager and Prajwal Zalaki, Operations Analyst

Stage 3 – Interview with Naynesh Patel, Head of Customer Support & Success

30-minute call with a Send Founder

At Send, we’re focused on strengthening our culture-not hiring people who simply “fit” into it. We believe that a diverse, equitable, and inclusive team drives innovation, creativity, better decision-making, and stronger performance.

If you’re interested in a role at Send but don’t meet every requirement listed, we still encourage you to apply. Research shows that women, Indigenous people, and individuals of colour often hesitate to apply for roles unless they meet every single qualification. We’re committed to changing that.

We welcome applications from everyone, regardless of background, ethnicity, or culture. We are committed to reviewing all applications fairly and do not discriminate based on race, ethnicity, colour, religion or belief, national origin, sexual orientation, age, marital or civil partnership status, family status, pregnancy or maternity, disability (visible or invisible), gender identity or expression, or any other legally protected status.

We know that inclusive hiring is an ongoing journey, and we’re always looking to improve. If you have feedback on our hiring or interview process, we’d love to hear it.

If you have specific needs or adjustments that would support you during the application process, you can share them in the space provided in your application-we want to ensure your experience is as smooth and comfortable as possible.

Need support with your application or have a question about the role? Email us at liam.longstaff-pagoni@send.technology.

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Why Choose Bottomline?

Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team!

JOB OVERVIEW

The Support Analyst will have a key role in the Customer satisfaction by troubleshooting technical issues, provide timely and accurate customer feedback, among other duties on our software solutions and platforms.

RESPONSIBILITIES AND DUTIES

The Support Analyst will have the chance to handle the following responsibilities:

Analyse, understand, and reproduce situations existing within our products
Define and request configuration and code solutions
Deliver high quality technical directives
Follow-up, resolve or escalate of cases using ITIL procedures
Track, describe and update the cases in our ITSM management system
Communicate clearly with the different internal, third party and client teams
Manage multiple cases in parallel
Be part of the 24/7 OnCall rotation.

QUALIFICATIONS

Formal Education & Certification

University Degree in IT or equivalent such as Engineering school and between 2 to 4 years’ experience in a similar role.

Knowledge & Experience

Experience with Linux and Windows machine operating systems
Experience with SalesForce, Jira or a similar ITSM tool and a solid understanding of ITIL processes. ITIL 4 foundation certification would be a plus.
Experience with Knowledge base management using KCS methodology
Proficiency of SQL queries
Knowledge of Fintech environment would be an advantage

Personal Attributes

Proven analytical and problem-solving abilities.
Ability to effectively prioritize and execute tasks in a high-pressure environment.
Exceptional customer service orientation.
Experience working in a team-oriented, collaborative environment
To be rigorous, methodical, and organized
Sense of responsibility appropriate to the banking industry
Exceptional oral and written communication skills
Highly self-motivated and directed.
Multi-tasking abilities

Languages

It is required to be fluent in English. Any other languages will be a plus.

Only the applications matching the required skills will be taken into consideration

We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We're proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.

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Working At Bitso

We are a diverse team that takes pride in understanding the perspectives of others. We fully embrace working remotely and we are eager to act, improve and accelerate progress inside and outside of our organization.

To drive revolutionary changes in society and make crypto useful, we delight our customers with world-class products, deep care, and intentional empathy.

Your Purpose

Customer Support is a strategic and important area in Bitso. We want our platform to be a place where our users feel supported in terms of time, quality, and experience. And that’s why the Customer Support Agent role is a key partner in making things happen, proactively looking for solutions, and bringing new ideas to the table. This role will own the end-to-end customer process and will work across different areas such as Compliance, Engineering, Fraud, and Platform while using different digital channels and a ticketing system that will include customer queries, complaints, and account verifications.

Reports To

Customer Support Supervisor

Who You Are

Proven English, Spanish, and Portuguese fluency
Currently living in Brazil, Mexico, or Colombia.
Passion & love for the customer service industry.
6 months to 1+ years of experience as a Customer Support Agent, Customer Service Agent.
Willing to adapt to different working schedules, flexibility, and the ability to work under pressure and handle different client cases.
Strong communication skills, experience in direct or digital contact with clients.
Experience with different channels of support, including voice, e-mail, social, and/or chat.
We value honesty, integrity, and proactive and meticulous people. With a great sense of responsibility and teamwork spirit.
Communication skills in order to operate across multiple departments, communication within different stakeholders.
Being a Bitso fan is always a great plus to us!

What You Will Do

Receive and respond to all incoming requests through support channels.
Provide the first response to all requests within the service level agreement (SLA) response times.
Communicate with internal and external stakeholders in an effective and empathetic manner.
Compile the necessary requirements of the user according to the client’s request.
Scale the client’s requests to the operations team with the necessary requirements.
Document and alert the team of sudden problems (based on user reports) in the internal messaging software.
Work with customer advocacy to operationalize and standardize new and existing policies, processes, and procedures.
Be flexible and adaptable to meeting the evolving needs of a high-growth and fast-paced organization.
Set a high bar for support analysts within the organization by setting an example through performance and work ethic.
Positive attitude when tackling different volumes of workload and highly available.

Research in Diversity, Equity, and Inclusion suggests that individuals may hesitate to apply for jobs if they do not meet all the listed criteria. At Bitso, we value diversity and your unique strengths could be just what we're looking for. If this role excites you but you don't match every point in the description, we still want to hear from you.

Who We Are

With over 9 million users, Bitso is the leading cryptocurrency platform in Latin America. We are developing the cryptocurrency ecosystem in the region and enabling financial inclusion. We believe crypto is the future of finance, and we’re committed to making it useful by providing equal access to safe and intuitive financial products.

When we hire people for our team, we specifically test for the following traits in addition to our cultural values:

\n
Mission-Driven: We seek individuals who are passionate about crypto and Bitso’s mission and resilient in facing industry challenges
\n
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High Sense of Urgency: We prioritize candidates who demonstrate a high sense of urgency and responsibility.
\n

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Exceptional Hard Skills: We seek individuals who possess exceptional skills in their respective fields, with no room for mediocrity.
\n
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Self-Management: We look for individuals who can independently manage their work, career, and professional development.
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Compensation & Benefits

At Bitso, you are taking the front seat on the edge of crypto innovation, creating the next generation of crypto-powered products.

So for those willing to commit, adapt and pioneer the most important change of the century we offer:

Me Time program, including unlimited paid time off.
Remote-first work environment.
Employee Stock Option program.
Zero trading fees through our Bitso Alpha app.
Extended Family Leave Policy: all birthing parents, non-birthing parents and adopting parents are eligible for a 4-months leave.
Premium health, dental and life insurances in Mexico, Gibraltar, Colombia, USA, Brazil and Argentina.
Monthly stipend for gym memberships, relaxation activities, sports equipment, cooking classes, books, entertainment and more.

Want to leave an undoubtedly legacy with us? Fasten your seatbelt and join this spaceship, where you will find exponential growth and the opportunity to thrive!

These are the applicable requisites, although equivalent competencies in any of the above will also be considered.
To see our Privacy Policy please click here.

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Company Description

We’re the world’s leading sports technology company, at the intersection between sports, media, and betting. More than 1,700 sports federations, media outlets, betting operators, and consumer platforms across 120 countries rely on our know-how and technology to boost their business.

Job Description

ABOUT US:

We are looking for a Customer Support Analyst to join our international Customer Support team based in Las Vegas, U.S. The Customer Support Analyst will provide our corporate key clients an exceptional B2B customer experience by supporting their needs along the most critical touchpoints of the customer journey. You’ll enjoy this role if you love helping others, solving problems, being the internal advocate for our customers and by this creating long term customer relationships.

Our award-winning, certified Customer Support teams directly impact business goals through providing feedback to business, product development teams, operations and driving customer success.

THE CHALLENGE:

Become an expert on Sportradar’s products and services.
Communicates well and works closely together with multiple stakeholders and teams while advocating for “best in class” customer experiences.
Quickly and efficiently respond to and resolve customer queries through chat, ticket system, phone and email.
Supervision of internal support related processes and tasks reporting.
Incorporate and share customer feedback to advocate for the customer.
Monitor internal system and service health status and proactively report deviances to the appropriate teams.
Escalate critical service and technical issues to the appropriate channel and take ownership.
Taking over support related projects, initiatives and their independent processing.
Increase customer service experience and satisfaction through providing excellent, proactive and personal customer support.

YOUR PROFILE:

BS in Computer Science, Business Administration or a related field; equivalent experience acceptable.
Demonstrated success interfacing with high profile clients and providing exceptional customer service.
Exceptional written and verbal communications skills, with an emphasis on communicating highly technical and complex topics to a non-technical audience.
A passion for sports is beneficial, but not required.
Ability to multi-task and maintain high attention to details.
Proactive self-starter with strong time management and organizational skills.
Willingness to work in shifts
Ability to solve problems logically and critically
A good understanding and working knowledge of the internet, technical concepts (e.g. you understand terms like XML, API, browser, cache, HTML)

OUR OFFER:

Opportunity to join the journey in establishing a new Customer Success function and ways of working
Working in a challenging yet rewarding environment
Driving change in a rapidly evolving and growing organization
Collaborating with senior leaders, colleagues and customers across the globe
Working in a dynamic environment with passionate and engaged people

OUR RECRUITMENT PROCESS:

Initial Screening: A quick chat with our Talent Acquisition Partner to understand your background and expectations.
Technical Assessment: A short (home) task to showcase your technical skills.
Two Technical Interviews: Meet with the Technical team and later with the Hiring Manager to dive into your solution, as also discuss team fit.
Onsite Interview: Meet with the local team and take a tour of our office for a final meet-and-greet.
Finals Steps: Receive feedback and, if successful, an offer!

Pay Range: $40,000

Additional Information

Sportradar intends to offer the selected candidate base pay within this range, dependent on job-related, non-discriminatory factors including but not limited to experience, qualifications, and location. Base pay is just one component of the Total Rewards that Sportradar provides to compensate and recognize employees for their work. Sportradar offers best-in-class benefits such as a comprehensive benefits package, performance bonus program, equity stock purchase and 401k contribution. Please consult with your recruiter to learn more as all benefits are subject to eligibility requirements.

At Sportradar, we celebrate our diverse group of hardworking employees. Sportradar is committed to ensuring equal access to its programs, facilities, and employment opportunities. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We encourage you to apply even if you only meet most of the requirements (but not 100% of the listed criteria) – we believe skills evolve over time. If you’re willing to learn and grow with us, we invite you to join our team!

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Your Responsibilities

Assist customers via email, chat, phone, and in person with courtesy and efficiency.
Investigate, record, and resolve questions, requests, and technical or operational issues.
Use Salesforce and other digital platforms to document and monitor customer service interactions.
Use Microsoft 365 tools (Outlook, Excel, Teams, etc.) in daily tasks.
Ensure compliance with SLAs and track each stage of customer requests.
Report feedback and opportunities for improvement to internal teams (product, technology, sales).
Help create and update self-service materials (FAQs, tutorials, articles).
Welcome customers at the office or service center when necessary, ensuring excellence in human interaction.

Your profile

Requirements:

Previous experience in customer service or support (both remote and in person).
Proficiency in using CRM systems, especially Salesforce.
Familiarity with Microsoft 365 tools (Outlook, Excel, Teams, etc.).
Excellent verbal and written communication skills, with a professional and empathetic attitude.
Ability to handle multiple tasks simultaneously.
Ongoing or completed university degree in Business Administration, Communications, Technology, or related fields.

Nice to Have:

Experience working in tech companies, SaaS businesses, or startups.
Intermediate to advanced proficiency in English or Spanish.
Familiarity with tools such as Notion, Slack, and Google Workspace.

Why us?

Employment under the CLT model with a market-competitive salary.
Meal or food voucher.
Transportation allowance.
Medical and dental insurance.
Day off on your birthday.
A collaborative environment focused on learning and development.
Flexibility for a hybrid work model (to be agreed upon).

","hiringOrganization":{"@type":"Organization","name":"CENTOGENE","sameAs":"https://www.centogene.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Brazil - Sao Paulo","addressCountry":"Brazil","addressRegion":"South America"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Customer Support Analyst","datePosted":"2025-08-04","description":"

FloSports leads the way in delivering world-class digital streaming for millions of fans, families, and athletes in underserved sports. Our digital platform unites casual and dedicated spectators alike, offering thrilling live events from around the world with interactive features, real-time analytics, and powerful broadcast technology. As the essential destination for niche sports content, we deliver everything from breaking news and expert commentary to feature films, documentaries, and multi-episodic series. We've revolutionized the global sports media industry by building a diverse team—technologists and wrestlers, creators and cheerleading experts, designers and hockey enthusiasts, communicators and motorsport fanatics, producers and sports fans—all united by our passion to serve underrepresented sports communities. We're creating the ultimate destination for our sports, and we're looking for people like you to join us!

THE ROLE:

Everyone knows that Hockey is more than just a sport: it’s a way of life. Are you looking to join the world leader in providing hockey-related technologies and information services? If so, now is your chance to bring your obsession for hockey and your passion for technology together.

The role of the Customer Support Analyst, Full Time is the front-line resource supporting customer success. A key part of the role is ensuring the effective triage of all inbound client issues across product lines, resolving in real time, and escalating larger issues within the Customer Support team.

RESPONSIBILITIES:

Be the primary resource for answering inbound calls and triage to appropriate resolutions
Be the primary line of communication for incoming support tickets via phone, email, web submissions and chat
Troubleshoot customer and partner issues and resolve in real time
Log customer support calls and emails in our customer support portal to track all customer issues
Follow up on unresolved customer tickets
Promote an environment of delivering accurate information quickly to customers and partners
Escalate any bugs or issues related to our products to the Team Lead on shift or Manager, Customer Support
Work with Global Partnership Managers and Streaming Operations Center to ensure accurate information and expectations are being met for events, HockeyTV or AHLTV customers
Provide guidance to partners on admin tools, general platform usage and syndication
Troubleshoot and test our HockeyTV, AHLTV and FloSports apps using various devices and OTT Apps
Provide partner support within the Leaguestat site, specifically League and Team Admin support
Provide support to partners using HockeyTech provided API’s, Statview Feed and Module Kit
Troubleshoot and test our team mobile Buzzer Apps using various devices
Assist partners in Wordpress to create pages, posts and other website related content
Provide guidance to partners on admin tools, general platform usage and syndication
Troubleshoot and test our FloSports and AHLTV app using various devices and OTT Apps
When requested, work with the Team Lead and/or Manager, Customer Support to:
Adjust processes that require modification
Document process changes for future reference and review
Recommend improvements to workflow to gain efficiencies
Make recommendations to improve response time and customer experience
Shifts will rotate and will include weekends and evenings. Shifts will vary based on requirements and streaming schedules

KNOWLEDGE, SKILLS AND ABILITIES:

Previous Customer Service experience.
Advanced problem-solving skills.
Excellent communication and interpersonal skills.
Experience in playing ice hockey or being familiar with the sport.
Strong technical knowledge.
Proficiency in verbal and written English language is essential.
Advanced computer skills.
Able to excel in a fast pace work environment.
Ability to work days, evenings and weekends.
Bonus points for Word Press and Salesforce experience

OUR COMMITMENT TO DIVERSITY:

FloSports exists to elevate the communities, athletes, and sports that have too often been overlooked. That mission starts with our own team. We believe that a diverse, inclusive workplace—one where different perspectives are sought out, heard, and valued—is essential to building a company that can truly serve the full spectrum of sports fans.

We are committed to creating a fair and equitable environment where people from all backgrounds can thrive. To help mitigate bias and expand opportunity, FloSports uses a blind recruiting process that supports more objective, inclusive hiring decisions. We’re intentional in our practices because we believe the best ideas and innovations come from teams that reflect the diversity of the world around us.

OUR BENEFITS:

Competitive employer paid benefits such as health, medical, vision, LTD, STD, AD&D, life insurance, and employee assistance program
Free Employee Assistance Program
RRSP, with company matching 3%
15 Vacation days to begin
5 Person Paid Emergency Days, 5 Personal Unpaid Emergency days
1 Birthday Paid day off
FloFun social group creating a full calendar of team building and social events for all staff
Stocked snack bar, fridge, and catered lunches weekly
All-hands events hosted annually in beautiful Austin, Texas
Annual equity awards for all top performers
Company donation to youth teams and leagues that our employees coach

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Company Description

At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We’re fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us!

Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.

Job Description

Job Summary:

We are seeking a dedicated and experienced Customer Support Executive to join our international healthcare voice support team. The ideal candidate will have prior experience handling US healthcare customers or patients, be familiar with medical terminology, and possess strong communication and problem-solving skills. This role requires working from the office during US business hours.

Key Responsibilities:

Handle inbound and outbound calls related to healthcare services
Provide excellent customer service by addressing queries, concerns, and complaints in a professional manner.
Accurately document all call interactions in the internal CRM systems.
Ensure compliance with HIPAA and company policies regarding patient confidentiality.
Collaborate with internal departments to resolve issues promptly.
Meet defined metrics such as call quality, average handling time (AHT), and first call resolution (FCR).
Follow up on unresolved issues and ensure timely closure.

Qualifications

Required Skills and Qualifications:

2–4 years of experience in international voice process, preferably in the US healthcare domain.
Strong knowledge of US healthcare processes, including insurance, billing, claims, and medical terminology.
Excellent English communication skills – both verbal and written.
Spanish language skill is good to have

Additional Information

OUR CULTURAL BELIEFS:

Patient Minded I act with the patient’s best interest in mind.

Client Delight I own every client experience and its impact on results.

Take Action I am empowered and empower others to act now.

Grow Talent I own my development and invest in the development of others.

Win Together I passionately connect with anyone, anywhere, anytime to achieve results.

Communication Matters I speak up to create transparent, thoughtful and timely dialogue.

Embrace Diversity I create an environment of awareness and respect.

Always Innovate I am bold and creative in everything I do.

Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.

From EVERSANA’s inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. All of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.

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Company Description

Job Description

Job Summary:

Key Responsibilities:

Handle inbound and outbound calls related to healthcare services
Provide excellent customer service by addressing queries, concerns, and complaints in a professional manner.
Accurately document all call interactions in the internal CRM systems.
Ensure compliance with HIPAA and company policies regarding patient confidentiality.
Collaborate with internal departments to resolve issues promptly.
Meet defined metrics such as call quality, average handling time (AHT), and first call resolution (FCR).
Follow up on unresolved issues and ensure timely closure.

Qualifications

Required Skills and Qualifications:

2–4 years of experience in international voice process, preferably in the US healthcare domain.
Strong knowledge of US healthcare processes, including insurance, billing, claims, and medical terminology.
Excellent English communication skills – both verbal and written.
Spanish language skill is good to have

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