Wellington

Investor Services Fund Specialist

Boston, MA, United States

Sponsorship not specified$90k-$180kDetected 30 days ago

ExcelProcess ImprovementResearchCommunication

About the role

Communicate relevant fund information and changes to investors.
Subscription and redemption documentation
Identify potential data issues, inconsistencies, or risk‑sensitive scenarios and escalate appropriately.

Serve as a primary servicing contact for investors and internal partners on fund‑related operational inquiries.
Own and coordinate responses to fund servicing requests that cannot be self‑served by Client Group teams, including reporting, fund data, transfer agency, and operational queries.
Onboarding & Lifecycle Support
Partner with internal teams to ensure accurate and timely setup of accounts, reporting, and connectivity.
Support the regulatory reporting requests by fund investors for DOL Form 5500 filings and audit requests.
Maintain accurate, complete, and auditable investor and fund records across internal systems.
Apply strong data hygiene and documentation standards to support operational integrity, risk management, and regulatory readiness.
In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Bachelor's degree or equivalent experience required.
3+ years of experience in investment management, fund operations, investor services, trust, or a related financial services role.

Working knowledge of collective investment vehicles, fund structures, and investor servicing mechanics preferred.
Familiarity with client onboarding, subscriptions/redemptions, and transfer agency processes is a plus.

Strong attention to detail and commitment to data accuracy.
Clear written and verbal communication skills, with a client‑service mindset.
Sound judgment and risk awareness, with the ability to recognize when escalation is required.
Proficiency with internal systems, reporting tools, and documentation standards.
Continuous improvement mindset with interest in operational excellence.
all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
skills and experience
certifications
The base salary range for this position is:
Base salary is only one component of Wellington's total compensation approach.
Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

USD 90,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach.

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other

This listing is sourced directly from Wellington's careers page and normalized into a canonical job model.