CSC
Investor Services Specialist
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Investor Services Specialist
Wexford, Ireland
Full time (6-month contract)
Hybrid
Intro
The Investor Services Specialist supports transfer agency operations by accurately processing investor transactions and maintaining high-quality shareholder records. This role focuses on timely execution of capital events and investor data updates in line with fund documentation, internal controls, and regulatory requirements. The role also involves ensuring investors are AML compliant. You will partner with internal stakeholders and external clients to ensure service levels are met and communications are handled professionally. The position is well-suited to someone with transfer agency experience, strong attention to detail, and a client-focused mindset.
Key Responsibilities
- Process investor transactions (e.g. capital events) in accordance with fund documentation and CSC procedures
- Follow established investor servicing controls, ensuring accuracy, completeness, and on-time delivery against daily deadlines
- Complete investor onboarding, including AML/KYC steps and investor eligibility checks in line with regulatory and fund guidelines
- Maintain accurate investor and account data within the transfer agency (TA) system and supporting documentation repositories
- Produce accurate and timely system outputs to support client deliverables and reporting requirements
- Draft and manage investor/client correspondence, including monitoring and responding via multiple shared mailboxes
- Input and monitor investor wire payments, including cash application and tracking of incoming funds
- Capture and maintain investor tax-related data (e.g., FATCA and CRS) to support reporting and compliance obligations
- Build strong working relationships with external clients and internal CSC teams to support service delivery and issue resolution
- Support projects and ad hoc operational tasks, including process improvements and control enhancements
Required Qualifications
- 3–5 years of experience in transfer agency / investor services within funds or financial services operations
- Working knowledge of AML/KYC requirements and investor onboarding controls
- Experience using transfer agency systems and maintaining high-quality investor static data
- Strong attention to detail with the ability to identify issues, investigate root causes, and escalate appropriately
- Proven ability to prioritize tasks, manage time effectively, and meet strict cut-off times and deadlines
- Strong written and verbal communication skills; fluency in English is required
- Proficiency with PCs and common business applications (e.g., spreadsheets, email, document management tools)
- Collaborative, adaptable team contributor with a clear sense of ownership and accountability
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Preferred Qualifications
- Experience supporting fund administration and client reporting deliverables in a transfer agency environment
- Familiarity with AML data collection and operational processing
- Experience handling investor cash processing workflows, including wire monitoring and cash reconciliation support
- Experience supporting mailbox management and high-volume client correspondence in a regulated environment
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging.
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
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Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.
CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.
- CSC is a great place to work with smart and dedicated people.
- We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
- We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
- Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
- CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
- As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.
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