Investor Services Senior (Fund Administration)
CliftonLarsonAllen LLP(2 months ago)
About this role
CLA is seeking an Investor Services Senior to join their Fund Administration group, focusing on enhancing client relationships and service delivery. The role will involve managing investor services, processing capital activity documents, and performing KYC/AML reviews, while also identifying operational efficiencies and training team members.
Required Skills
- Investor Services
- KYC/AML
- Client Relationships
- Operational Efficiencies
Qualifications
- Bachelor's Degree
About CliftonLarsonAllen LLP
claconnect.comOne North is a technology-focused company that offers innovative solutions and services, primarily targeted at enhancing operational efficiency for businesses. Their expertise lies in providing tailored digital transformation strategies, data management, and analytics services. With a strong commitment to leveraging modern technology, One North empowers organizations to navigate their growth and innovation effectively.
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