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Investment Services Associate Jobs (NOW HIRING)

inlandgroup

Investor Services Associate

Oak Brook, IL · On-site

Investor Services Associate As an Investor Services Associate, you will support the full investor ... investment operations, fund administration, accounting, mortgage services, or client service ...

GP Fund Solutions

Investor Services Associate

Minneapolis, MN · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate- GP Fund Solutions As an Investor Services Associate GPFS, you'll play ... and investment non-financial information as needed. * Coordinate and/or prepare monthly ...

GP Fund Solutions

Investor Services Associate

Latham, NY · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate- GP Fund Solutions As an Investor Services Associate GPFS, you'll play ... and investment non-financial information as needed. * Coordinate and/or prepare monthly ...

GP Fund Solutions

Investor Services Associate

Minneapolis, MN · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate GP Fund Solutions As an Investor Services Associate GPFS, you'll play a ... and investment non-financial information as needed. * Coordinate and/or prepare monthly ...

GP Fund Solutions

Investor Services Associate

Latham, NY · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate GP Fund Solutions As an Investor Services Associate GPFS, you'll play a ... and investment non-financial information as needed. * Coordinate and/or prepare monthly ...

GP Fund Solutions

Investor Services Associate

Latham, NY · Hybrid

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate- GP Fund Solutions As an Investor Services Associate GPFS, you'll play ... and investment non-financial information as needed. * Coordinate and/or prepare monthly ...

GP Fund Solutions

Investor Services Associate

Minneapolis, MN · Hybrid

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate- GP Fund Solutions As an Investor Services Associate GPFS, you'll play ... and investment non-financial information as needed. * Coordinate and/or prepare monthly ...

ultimus

Investor Services Associate

Columbus, OH · On-site

The Investor Services Associate is responsible for the daily investor support across multiple fund administration teams. Candidates must be client-oriented, technology savvy, demonstrate initiative ...

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Showing results 21-40

All JobsInvestment Services Associate Jobs

Investment Services Associate information

See salary details

$22K

$97.1K

$213.5K

How much do investment services associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for investment services associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.
What cities are hiring for Investment Services Associate jobs? Cities with the most Investment Services Associate job openings:
What are the most commonly searched types of Investment Services jobs? The most popular types of Investment Services jobs are:
What states have the most Investment Services Associate jobs? States with the most job openings for Investment Services Associate jobs include:
What job categories do people searching Investment Services Associate jobs look for? The top searched job categories for Investment Services Associate jobs are:
Investment Services Associate jobs near you
Infographic showing various Investment Services Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investor Services Associate

inlandgroup

Oak Brook, IL • On-site

Full-time

Re-posted 5 days ago

Job description

Investor Services Associate

As an Investor Services Associate, you will support the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting investor-facing technology platforms. You will work closely with internal teams and external service providers to help ensure accurate transaction processing, data integrity, and an exceptional investor experience.

Key Responsibilities

Investor Transactions & Account Management

  • Support the processing of investor transactions, including subscriptions, transfers, distributions, replacement payments, and related reconciliations.
  • Monitor wire activity and payments, research discrepancies, and coordinate resolutions with internal teams and external service providers.
  • Maintain accurate investor records across internal systems, documentation, investor portals, and third-party platforms.
  • Assist with ownership updates, account maintenance, investor documentation, and other investor-related activities.

Investor Service & Communications

  • Respond to inquiries from investors, financial professionals, custodians, and business partners in a professional and timely manner.
  • Coordinate investor communications, including statements, confirmations, notices, and account updates.
  • Assist with investor portal administration, including user access, troubleshooting, and account support.
  • Help ensure a consistent, high-quality investor experience through effective communication and service.

Operations & Process Improvement

  • Partner with fund administrators, custodians, transfer agents, and other service providers to support transaction processing and data integrity.
  • Support reporting activities, data quality initiatives, system enhancements, and process documentation.
  • Identify and escalate issues as needed while contributing to continuous process improvement efforts.
  • Maintain compliance with company policies, applicable regulations, and industry requirements.
  • Participate in special projects and perform other duties as assigned.

What We're Looking For

Education

  • Bachelor's degree in Business, Finance, Accounting, Real Estate, or a related field preferred.
  • Equivalent combinations of education and relevant experience will be considered.

Experience

  • 0–3 years of related professional experience.
  • Experience in investor services, financial services, real estate, investment operations, fund administration, accounting, mortgage services, or client service operations preferred.
  • Internship or professional office experience in an operations, administrative, or processing environment is a plus.

Preferred Credentials

  • No certifications or licenses required.
  • Industry coursework, internships, or professional development related to financial services are beneficial.

Technical Skills

  • Proficiency in Microsoft Office Suite and Adobe Acrobat.
  • Strong data-entry, recordkeeping, and organizational skills.
  • Ability to maintain accurate records and review documentation for completeness and accuracy.
  • Experience using investor portals, CRM systems, or other business applications is a plus.

Communication & Service Skills

  • Strong verbal and written communication skills with a client-service mindset.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong attention to detail and problem-solving abilities.
  • Ability to work independently while collaborating effectively with internal and external business partners.
  • Demonstrates accountability, professionalism, and a commitment to delivering exceptional investor service.

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