Investor Services Representative I - June 2027
L4
stone coast fund servicesPortland, ME2 days ago
$54,000 – $56,000
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesJob Opportunity at Stone CoastWe're interested in motivated, intellectually curious candidates who enjoy collaboration, care about doing great work, and are committed to serving clients well. Our success depends on the strength of our team, and we look for people who are thoughtful, ethical, and easy to work with.Not sure if this role is the perfect fit? We encourage you to apply anyway. We know that everyone brings unique experiences and skills to the table, and you might be exactly who we are looking for. Take a chance, submit your application today! We will train the right candidate for the role.This position offers hybrid work flexibility within Maine (minimum 2 in-office days per week).During your initial three to six months at Stone Coast, you'll be supported by a dedicated training team. This team will train and prepare you to be responsible for serving as the primary point of contact for investors, delivering timely information and exceptional service to high-net-worth individuals, institutions, and hedge fund managers. You'll build strong client relationships while gaining knowledge of fund structures, investor transactions, and industry regulations. This role also offers exposure to legal and entity formation documents, fund offering materials, and subscription agreements.QualificationsProfessional communicators with strong verbal and written skillsFocused on providing a high level of client serviceQuick learners, especially with new systems and technologyAdaptable and thrive in fast-paced, evolving environmentsDetail-oriented, organized, and conscientiousTeam-oriented and enjoy building positive relationships with colleagues and clientsA four-year college degree is required.Please submit an updated resume with your application. If you are a current student or recent graduate, include your unofficial transcripts. Cover letters are appreciated but optional.The expected salary range for this role is $54,000 – $56,000. The actual salary will be determined based on a variety of factors, including relevant experience, skills, education, specific responsibilities and assignments, and internal equity considerations. This position is also eligible for a discretionary bonus based on individual and company performance.Benefits & PerksHealth & coverage: medical (including HSA options), dental, and vision plansFinancial protection: company-paid life insurance and AD&D, with additional voluntary coverage options including short- and long-term disabilityRetirement & financial support: 401(k) with employer match and immediate vesting, student loan repayment supportTax-advantaged accounts: HSA and flexible spending accounts (medical and dependent care)Time off & flexibility: paid time off and holidays aligned with the NYSE market calendarAdditional programs: EAP, commuter benefits with employer contribution, employee referral program, and optional insurance coverage (critical illness, accident, hospital)Community engagement: dedicated paid time to support causes and organizations meaningful to youFounded in Portland, Maine, Stone Coast focuses on one thing and doing it extraordinarily well: delivering institutional-grade administration for U.S. and offshore private funds. From a single office and with a team of more than 200 professionals, we maintain the closest ties between ownership, clients, and staff to ensure exceptional service and lasting partnerships.At Stone Coast, our strong growth, high retention rate, and vibrant company culture reflect our commitment to investing in our team and our community. We're dedicated to supporting your career growth and training you for success.Stone Coast is committed to fostering an inclusive environment and offering equal employment opportunities to all, regardless of race, religion, ethnicity, national origin, gender, sexual orientation, gender identity, disability, age, veteran status, or any other characteristic protected under applicable laws.
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Level
MidL4
Salary
$54,000 – $56,000
Location
Portland, ME
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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