Investor Services Fund Specialist
Core
Deliver high-quality operational and servicing support to investors across Wellington-sponsored funds and pooled investment vehicles, acting as a key point of contact for fund-related inquiries, onboarding, and lifecycle support.
Role type
Fund Operations Specialist (Investor Services)
Builds
Investor accounts, fund data setups, and regulatory reporting deliverables for institutional clients
Domain
Asset Management / Fund Operations
Deliverable
client delivery
Required skills
Fund operations knowledge, data management, regulatory reporting coordination, cross-functional coordination, process improvement
Preferred skills
Collective investment vehicle knowledge, transfer agency processes, subscription/redemption mechanics
Technologies
Internal fund systems, reporting tools
Responsibilities
Serve as primary contact for fund servicing requests; coordinate investor onboarding/offboarding and KYC; maintain accurate investor and fund records; support regulatory reporting (e.g., DOL Form 5500); coordinate with internal teams for account setup and connectivity
Seniority
Mid-level, hands-on IC
