An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
Execute within the guidelines and procedures provided by Client X and under the supervision and guidance of a supervisor and manager * Every Investor Services Administrator will receive the requisite ...
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Execute within the guidelines and procedures provided by Client X and under the supervision and guidance of a supervisor and manager * Every Investor Services Administrator will receive the requisite ...
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
Associate , Investor Services
Chicago, IL · On-site +1
Manage the offering document process with 1031 Program transfer agent * Act as liaison between ... investment management services. We take our responsibility to protect the personal information ...
Associate , Investor Services
Chicago, IL · On-site +1
Manage the offering document process with 1031 Program transfer agent * Act as liaison between ... investment management services. We take our responsibility to protect the personal information ...
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
An Investor Services Administrator will be required to execute the following tasks in the Investor ... Additional client-specific training is provided by the supervisor and manager within the team.
Investor Services Manager information
See salary details
$33K - $51K
5% of jobs
$51K - $69.1K
15% of jobs
$76.2K is the 25th percentile. Wages below this are outliers.
$69.1K - $87.1K
13% of jobs
$87.1K - $105.2K
15% of jobs
The median wage is $108K / yr.
$105.2K - $123.2K
17% of jobs
$123.2K - $141.3K
8% of jobs
$145K is the 75th percentile. Wages above this are outliers.
$141.3K - $159.3K
12% of jobs
$159.3K - $177.4K
13% of jobs
$177.4K - $195.4K
3% of jobs
$195.4K - $213.5K
0% of jobs
$213.5K - $231.5K
0% of jobs
$33K
$117.4K
$231.5K
How much do investor services manager jobs pay per year?
As of Aug 14, 2026, the average yearly pay for investor services manager in the United States is $117,419.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,500.00 and $153,000.00 per year, depending on experience, location, and employer.
What is the difference between Investor Services Manager vs Client Relations Manager?
| Aspect | Investor Services Manager | Client Relations Manager |
|---|---|---|
| Required Credentials | Financial certifications (e.g., CFA, CFP), relevant experience | Customer service skills, communication skills, sometimes financial knowledge |
| Work Environment | Financial institutions, asset management firms, investment banks | Various industries including finance, tech, retail, focusing on customer engagement |
| Employer & Industry Usage | Primarily in investment and asset management sectors | Across multiple sectors, including finance and corporate settings |
While both roles involve client interaction, the Investor Services Manager focuses on managing investor accounts and financial transactions within investment firms. The Client Relations Manager typically handles broader customer relationships across industries, emphasizing service and satisfaction. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
How does an investor services manager typically collaborate with other departments within a financial organization?
Investor Services Managers frequently work cross-functionally with teams such as compliance, fund accounting, client relationship management, and IT. They act as a key liaison to ensure seamless communication and accurate servicing of investor needs, from processing subscriptions and redemptions to resolving queries. Regular coordination is necessary to meet regulatory requirements, maintain data integrity, and deliver timely client reports. Building strong internal relationships helps Investor Services Managers facilitate smooth operations and deliver a high standard of service to investors.
What are the key skills and qualifications needed to thrive as an investor services manager, and why are they important?
To thrive as an Investor Services Manager, you need a solid understanding of financial products, client account management, and compliance regulations, often supported by a degree in finance or business administration. Familiarity with investor servicing platforms, CRM systems, and relevant industry certifications such as the CFA or Series 7 is typically required. Exceptional communication, problem-solving, and organizational skills help you build strong client relationships and efficiently resolve issues. These competencies are crucial for maintaining client trust, ensuring regulatory compliance, and delivering high-quality service in a competitive financial environment.
What is an investor services manager?
Investor Services Managers are professionals responsible for managing relationships with investors, handling inquiries, and ensuring that clients receive high-quality support and communication. They often work within investment firms, mutual funds, or financial institutions to oversee account administration, coordinate transactions, and ensure regulatory compliance. Their role is vital in maintaining investor satisfaction and trust by providing timely information, resolving issues, and facilitating smooth operations between investors and the organization.
More about Investor Services Manager jobs
What cities are hiring for Investor Services Manager jobs?
Cities with the most Investor Services Manager 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 Manager jobs?
States with the most job openings for Investor Services Manager jobs include:
What job categories do people searching Investor Services Manager jobs look for?
The top searched job categories for Investor Services Manager jobs are:
Job description
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
An Investor Services Administrator will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by HedgeServ and under the supervision and guidance of a supervisor and manger. Every Investor Services Administrator 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 supervisor and manager within the team.
Please note this role will be hybrid in Dallas, TX. Visa sponsorship will not be offered at this time.
Role Responsibilities
HedgeServ operates a client focused structure which provides a wide-range of experience to all levels of employee. As such the successful candidate should be flexible and willing to adapt.
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 and client requirements.
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Review investor transaction instructions to ensure all requisite information is provided. Follow up with investor for further clarification where required.
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Liaise with investors to obtain fully executed transaction instructions.
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Liaise with investors to ensure subscription proceeds are provided timely.
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Ensure appropriate AML/KYC documentation is provided by investors.
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Ensure appropriate FATCA/CRS documentation is provided by investors
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Input Investor Transactions on HedgeInvestor® (HedgeServ proprietary Investor Services System).
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Reconcile the subscription/redemption bank account daily, and notify all discrepancies to supervisor.
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Preparation of wire transfers to Prime Brokers, Investors and for payment of fees.
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Investor Reporting – prepare investor reports, including but not limited to Investor Statements and Contract Notes for distribution to investors.
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Client Reporting – prepare client reports, including but not limited to, Capital Activity Report, ERISA Report, Authorised Share Capital Reports for distribution to clients.
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General Investor Services – fielding general requests from investors including, but not limited to, requests for duplicate investors statements, enquiries on previous transaction activities, performance requests whilst at all times ensuring that all communication is with authorized person.
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Distribution of Fund Performance in line with client requirements.
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Preparation of investor audit requests.
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Establish good working relationship with other HedgeServ departments.
Pre-Requisite Knowledge, Skills, and Experience
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Accounting, Finance, Legal or Business Degree
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0 - 2 years of experience
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Flexible in terms of their approach and work ethic.
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Focused and results orientated
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Self-motivated and have the ability to work on their own as well as part of a team
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IT Literate
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Strong verbal and written communication skills
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Strong analytical skills
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A knowledge of Hedge Fund structures, and experience with Private Equity funds is a bonus but not a requirement
About HEDGESERV
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
New York, NY, US
Year founded
2008