Associate Director
Midvale, UT · On-site
Berkadia's investment sales platform offers the highest-quality deal marketing resources ... Fertility and family planning services * Up to 12-weeks of fully paid parental leave * Mental ...
Associate Director
Midvale, UT · On-site
Berkadia's investment sales platform offers the highest-quality deal marketing resources ... Fertility and family planning services * Up to 12-weeks of fully paid parental leave * Mental ...
Morgan Stanley is a leading global financial services firm providing a wide range of investment ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
Morgan Stanley is a leading global financial services firm providing a wide range of investment ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
Morgan Stanley is a leading global financial services firm providing a wide range of investment ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
Morgan Stanley is a leading global financial services firm providing a wide range of investment ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
Morgan Stanley is a leading global financial services firm providing a wide range of investment ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
Morgan Stanley is a leading global financial services firm providing a wide range of investment ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
... with investor distribution amounts * Research loan document covenants as it pertains to leasing ... Access to a benefits concierge service for personalized support * Access to mental health and well ...
... with investor distribution amounts * Research loan document covenants as it pertains to leasing ... Access to a benefits concierge service for personalized support * Access to mental health and well ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We ...
Customer Service Associate
Layton, UT · On-site
$13.25 - $18.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Quick apply
Customer Service Associate
Layton, UT · On-site
$13.25 - $18.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Provo, UT · On-site
$13.75 - $19/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Provo, UT · On-site
$13.75 - $19/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Draper, UT · On-site
$13.50 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Quick apply
Customer Service Associate
Draper, UT · On-site
$13.50 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
South Jordan, UT · On-site
$13.75 - $19/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
South Jordan, UT · On-site
$13.75 - $19/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
South Jordan, UT · On-site
$14 - $19.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Quick apply
Customer Service Associate
South Jordan, UT · On-site
$14 - $19.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
$14.25 - $19.50/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Quick apply
Customer Service Associate
$14.25 - $19.50/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Taylorsville, UT · On-site
$13.75 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Taylorsville, UT · On-site
$13.75 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Taylorsville, UT · On-site
$13.75 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Taylorsville, UT · On-site
$13.75 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Salt Lake City, UT · On-site
$14 - $19.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Salt Lake City, UT · On-site
$14 - $19.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We ...
Customer Service Associate
Midvale, UT · On-site
$13.75 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Quick apply
Customer Service Associate
Midvale, UT · On-site
$13.75 - $18.75/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
$14 - $19.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Quick apply
Customer Service Associate
$14 - $19.25/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Ogden, UT · On-site
$14.25 - $19.50/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Customer Service Associate
Ogden, UT · On-site
$14.25 - $19.50/hr
... and services. You'll often hear us say that we are "Thrift Proud." It's the millions of loyal ... An investment in the career path interests of our people. With our aggressive store expansion plans ...
Investor Services Associate information
What is an investor services associate?
Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.
What are the key skills and qualifications needed to thrive as an investor services associate?
To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.
What are some common challenges investor services associates face when managing client inquiries and transactions?
Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.
What is the difference between Investor Services Associate vs Client Services Associate?
| Aspect | Investor Services Associate | Client Services Associate |
|---|---|---|
| Required Credentials | Typically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are common | Similar educational background; may also hold certifications like Series 7 or 63 depending on industry |
| Work Environment | Financial institutions, asset management firms, brokerage firms | Banking, financial services, investment firms |
| Employer & Industry Usage | Used in investment management, brokerage, and financial services | Common in banking, wealth management, and financial advisory firms |
The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.
What are the most commonly searched types of Investor Services jobs in Utah?
The most popular types of Investor Services jobs in Utah are:
What are popular job titles related to Investor Services Associate jobs in Utah?
For Investor Services Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Investor Services Associate jobs in Utah look for?
The top searched job categories for Investor Services Associate jobs in Utah are:
What cities in Utah are hiring for Investor Services Associate jobs?
Cities in Utah with the most Investor Services Associate job openings:
Full-time
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
Berkadia's investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
This is an opportunity for someone who is naturally competitive, intellectually curious, financially minded, and motivated to build a long-term career in commercial real estate investment sales.
What You'll Do
As an Associate Director, you'll become an integral member of an investment sales team by supporting live transactions while developing your own business development skills.
Responsibilities include:
What Makes Someone Successful
The strongest candidates are:
Preferred Qualifications
We believe People Matter, so we offer benefits that go beyond:
Be the Next Big Thing. Be Berkadia.
#LI-JM1
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Berkadia's investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
This is an opportunity for someone who is naturally competitive, intellectually curious, financially minded, and motivated to build a long-term career in commercial real estate investment sales.
What You'll Do
As an Associate Director, you'll become an integral member of an investment sales team by supporting live transactions while developing your own business development skills.
Responsibilities include:
- Analyze commercial real estate investment opportunities, including financial statements, rent rolls, operating performance and valuation.
- Prepare underwriting, offering memorandums, broker opinions of value and client presentations.
- Research market fundamentals, comparable transactions, demographic trends and capital markets activity.
- Assist in preparing property marketing campaigns and investor outreach strategies.
- Participate in property tours, client meetings and presentations.
- Build and maintain relationships with owners, investors and industry professionals.
- Prospect for new business through research, networking and targeted outreach.
- Maintain accurate market intelligence, ownership databases and pipeline reporting.
- Collaborate with Mortgage Banking professionals to deliver integrated capital markets solutions.
- Support transaction execution from initial engagement through closing.
What Makes Someone Successful
The strongest candidates are:
- Naturally competitive and self-motivated.
- Comfortable building relationships and making outbound calls.
- Strong analytical thinkers who enjoy finance and problem solving.
- Excellent communicators, both written and verbal.
- Curious about commercial real estate markets and investment trends.
- Organized with exceptional attention to detail.
- Comfortable balancing multiple priorities in a fast-paced environment.
- Motivated by long-term career growth rather than short-term comfort.
Preferred Qualifications
- Bachelor's degree in Finance, Real Estate, Economics, Business, Accounting or related field.
- 1-4 years of experience in commercial real estate, investment banking, finance, brokerage, underwriting or a related analytical role.
- Strong Excel and PowerPoint skills.
- Financial modeling experience preferred.
- Knowledge of ARGUS is a plus.
- Real estate license (or ability to obtain).
We believe People Matter, so we offer benefits that go beyond:
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Be the Next Big Thing. Be Berkadia.
#LI-JM1
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
About Berkadia
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US