Investor Services Manager Fund Administration PTO
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-06-14
Listing for:
CLA (CliftonLarsonAllen)
Part Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Wealth Management, Financial Compliance
Job Description & How to Apply Below
CLA (Clifton Larson Allen ) is seeking an Investor Services Manager to join our Fund Administration group. This role involves managing the investor services aspect of client relationships and delivering exceptional service. The ideal candidate will have over 8 years in Investor Services and strong client management skills.
Responsibilities include developing best practices for client onboarding, overseeing team members, and ensuring compliance with KYC/AML standards. Benefits include flexible PTO, paid parental leave, and mental health coverage.
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