ZipRecruiter

Log In

1

Investor Services Associate Jobs (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsInvestor Services Associate Jobs

Investor Services Associate information

See salary details

$31K

$101.1K

$191K

How much do investor services associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for investor services associate in the United States is $101,099.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $134,500.00 per year, depending on experience, location, and employer.

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?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon 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.

More about Investor Services Associate jobs

What cities are hiring for Investor Services Associate jobs?

Cities with the most Investor Services Associate job openings:

What are the most commonly searched types of Investor Services jobs?

The most popular types of Investor Services jobs are:

What states have the most Investor Services Associate jobs?

States with the most job openings for Investor Services Associate jobs include:

What job categories do people searching Investor Services Associate jobs look for?

The top searched job categories for Investor Services Associate jobs are:

Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $101,099 per year, or $48.6 per hour.

Investor Services Associate - AML & Fund Onboarding

181 SEI Global Services, Inc.

Oaks, PA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

181 SEI Global Services, Inc. in Oaks, PA, is expanding its Investment Manager Services division and seeks entry‐level team members for the AML Investor Services group. The role provides training and support, focusing on customer service and administration for hedge and private equity funds. You will onboard investors, input data for reporting, apply AML procedures, monitor wire activity, generate investor statements, and assist with day‐to‐day inquiries while developing foundational knowledge

Apply