DST Systems Investor Services Representative in Bellevue, Washington
The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.
That's where you'll find DST, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
Since its inception in 1985, ALPS has evolved from its modest beginnings of servicing a single bank mutual fund client into a full-service provider to the investment management industry. Now, with more than 660 employees, over 400 clients, and an executive team that’s been in place for over 20 years, ALPS continues to actively promote all of its various business segments – from asset servicing through ALPS Fund Services to asset gathering through ALPS Distributors and ALPS Advisors. With a combination of expertise in a broad range of products and a culture built around the founders’ encouragement to “Do Things Right”, ALPS is uniquely positioned in the industry to help its clients’ structure, service and distribution of all product types.
We are seeking an entry level Investor Services Representative to join our rapidly growing fund administration practice. This group provides fund administration services to domestic and offshore hedge fund and private equity fund clients. You will work as part of a team for the purpose of providing proactive and innovative solutions to clients. Team members share a commitment to professionalism and delivery of quality service. These services include processing investor subscriptions and redemptions, performing anti-money laundering and due diligence checks on investors, reporting to investors and clients and handling investor communications and inquiries. With an exceptional training program, this is a phenomenal opportunity for someone looking to start their career in finance.
- Bellevue Washington
Provide world class service to our clients by processing requests that come to the team through various channels including email, facsimile and mail. Typical requests include subscriptions, redemptions, transfers, and account maintenance. Accuracy is vitally important in this role as you deal with investments and investor information.
You will be trained to perform anti-money laundering checks and follow up with investors for missing information, if necessary
Respond to and manage client and investor inquiries, gaining a deeper understanding of the financial services industry and the day to day operations
Monitor and reconcile client bank account activity
Prepare redemption wire payments and monthly share registers
Respond to audit inquiries
Bachelor’s degree or 1+ years equivalent work-related experience required
0-2 years’ experience in a similar role within financial services industry preferred
Attention to detail and strong organization skills
Superior written and oral communication skills
Ability to multi-task in a fast paced environment and manage multiple clients
Willingness to ask questions and gain a deeper understanding of accounting concepts and financial reporting
Team player who also has the ability to work independently, problem solve, and take initiative
Ability to thrive in a technology focused and paperless office
Strong knowledge of Microsoft Excel and Outlook desired
DST is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. DST is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.
DST Systems, Inc. is a leading provider of specialized technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. Combining unmatched industry knowledge, critical infrastructure and service excellence, DST helps companies master complexity in the world’s most demanding industries to ensure they continually stay ahead of and capitalize on ever-changing customer, business and regulatory requirements.
We work with companies in some of the world’s most demanding industries where rapid shifts in consumer, regulatory, and technology trends are increasingly affecting how our clients do business. For them, keeping up in a landscape of constant change is becoming more and more complex. Through our technology, strategic advisory, and business improvement solutions we work with clients to help them stay ahead of and capitalize on customer, business, and regulatory change.
Mastering complexity is not an end-state. It’s a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon. If you see your opportunity in complexity, then we are the right fit for you.