Associate, Shareholder Services
$65,000–$110,000 year
On-site · Chicago, Illinois, United States
Job Summary
The Associate, Shareholder Services will facilitate investor subscriptions, redemptions, and transfers by coordinating communication among internal teams and high-net-worth individuals. Responsibilities include managing relationships with Wirehouse, RIA, and Broker-Dealer contacts, providing timely client responses, maintaining internal communications, and leading strategic initiatives for onboarding new clients. Candidates should have a Bachelor's degree, 3+ years of relevant experience, strong detail orientation, and proficiency in MS Office. An understanding of the financial industry, especially alternative investments, as well as technical skills, is preferred.
Required Qualifications
- Bachelor’s degree required
- 3+ years of related experience
- Meticulous attention to detail and accuracy
- Proficient in MS Office products, specifically Word and Excel
Desired Qualifications
- Experience at a wealth manager, custodian or asset manager with focus on alternative investments
- Demonstrated ability to learn quickly and independently
- Technical skills and financial background
- Knowledge of Microsoft Dynamics CRM
Additional Requirements
- Due to the highly regulated nature of Golub Capital’s business, extensive and thorough pre-hire screens are performed
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