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Investor Services Associate

  • Investor Services Associate job type Posted on: Nov 02, 2026
  • Investor Services Associate experience level Four Springs Capital Markets
  • Investor Services Associate employment type Belmar, New Jersey
  • Investor Services Associate salary Salary: $31 per hour
  • Investor Services Associate employment type Onsite
  • Investor Services Associate salary Full-time

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Job Title :

Investor Services Associate

Job Type :

Full-Time

Job Location :

Belmar New Jersey United States

Remote :

No

Jobcon Logo Job Description :

About the Company:Four Springs Capital Markets (“FSCM”) is the distribution arm of Four Springs TEN31 Xchange. Founded in 2008, the firm is a long-standing participant in the tax-advantaged real estate marketplace with a national footprint spanning broker-dealers, RIAs, and family offices.Four Springs TEN31 Xchange, our dedicated 1031 exchange platform, has over an 11-year track record as a DST sponsor, having launched more than 30 DST offerings across industrial, retail, medical, and specialty real estate sectors. Our platform emphasizes high-quality, net lease real estate and institutionally structured investment programs designed to serve the needs of financial advisors and their clients.About the RoleWe are seeking a detail-oriented, organized, and customer-focused Investor Services Associate to support our Investor Services team with day-to-day administrative operations and investor-related requests. This role will assist with UPREIT and Full Cycle projects, REIT shareholder requests, transfer and re-registration requests, and other investor service activities.The ideal candidate will demonstrate strong communication and organizational skills, a professional approach to investor relations, and the ability to manage multiple tasks while maintaining accurate records and ensuring timely follow-up.Key ResponsibilitiesAssist with UPREIT and Full Cycle projects, including related investor documentation and administrative processes.Support with REIT shareholder-related matters.Assist with transfer and re-registration requests, ensuring appropriate documentation is collected and processed.Respond professionally and promptly to investor inquiries via telephone and email.Provide day-to-day administrative and operational support to the Investor Services team.Prepare, organize, review, and maintain investor records, files, and account documentation.Assist with investor forms, account updates, and other required paperwork.Monitor outstanding investor documentation and follow up with investors or internal team members as needed.Maintain accurate and up-to-date investor information in the CRM and other internal systems.Assist with processing investor correspondence, account statements, distributions, and related communications.Coordinate document signatures and maintain organized electronic records.Schedule meetings, conference calls, and investor appointments as needed.Perform general administrative duties and support special projects as assigned.Qualifications and SkillsStrong organizational skills and attention to detail.Excellent written and verbal communication skills.Professional and customer-service-oriented approach when interacting with investors.Ability to manage multiple requests, prioritize tasks, and meet deadlines.Proficiency in Microsoft Office applications, including Outlook, Word, and Excel.Ability to maintain accurate records and handle confidential investor information appropriately.Strong problem-solving skills and a proactive approach to following up on outstanding items.Ability to work independently while contributing effectively to a team environment.Preferred QualificationsPrevious experience in investor services, shareholder services, financial services, real estate, or an administrative support role.Familiarity with REITs, UPREIT transactions, investor account transfers, or shareholder documentation.Experience using CRM platforms, investor management systems, or electronic document management tools.What We OfferCompetitive compensation package, including base salary and performance-based incentives.Opportunity to be part of a fast-growing, specialized alternative investment platform.

Jobcon Logo Position Details

Posted:

Nov 02, 2026

Reference Number:

10440_4482100931

Employment:

Full-time

Salary:

$31 per hour

City:

Belmar

Job Origin:

APPCAST_CPC

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About the Company:Four Springs Capital Markets (“FSCM”) is the distribution arm of Four Springs TEN31 Xchange. Founded in 2008, the firm is a long-standing participant in the tax-advantaged real estate marketplace with a national footprint spanning broker-dealers, RIAs, and family offices.Four Springs TEN31 Xchange, our dedicated 1031 exchange platform, has over an 11-year track record as a DST sponsor, having launched more than 30 DST offerings across industrial, retail, medical, and specialty real estate sectors. Our platform emphasizes high-quality, net lease real estate and institutionally structured investment programs designed to serve the needs of financial advisors and their clients.About the RoleWe are seeking a detail-oriented, organized, and customer-focused Investor Services Associate to support our Investor Services team with day-to-day administrative operations and investor-related requests. This role will assist with UPREIT and Full Cycle projects, REIT shareholder requests, transfer and re-registration requests, and other investor service activities.The ideal candidate will demonstrate strong communication and organizational skills, a professional approach to investor relations, and the ability to manage multiple tasks while maintaining accurate records and ensuring timely follow-up.Key ResponsibilitiesAssist with UPREIT and Full Cycle projects, including related investor documentation and administrative processes.Support with REIT shareholder-related matters.Assist with transfer and re-registration requests, ensuring appropriate documentation is collected and processed.Respond professionally and promptly to investor inquiries via telephone and email.Provide day-to-day administrative and operational support to the Investor Services team.Prepare, organize, review, and maintain investor records, files, and account documentation.Assist with investor forms, account updates, and other required paperwork.Monitor outstanding investor documentation and follow up with investors or internal team members as needed.Maintain accurate and up-to-date investor information in the CRM and other internal systems.Assist with processing investor correspondence, account statements, distributions, and related communications.Coordinate document signatures and maintain organized electronic records.Schedule meetings, conference calls, and investor appointments as needed.Perform general administrative duties and support special projects as assigned.Qualifications and SkillsStrong organizational skills and attention to detail.Excellent written and verbal communication skills.Professional and customer-service-oriented approach when interacting with investors.Ability to manage multiple requests, prioritize tasks, and meet deadlines.Proficiency in Microsoft Office applications, including Outlook, Word, and Excel.Ability to maintain accurate records and handle confidential investor information appropriately.Strong problem-solving skills and a proactive approach to following up on outstanding items.Ability to work independently while contributing effectively to a team environment.Preferred QualificationsPrevious experience in investor services, shareholder services, financial services, real estate, or an administrative support role.Familiarity with REITs, UPREIT transactions, investor account transfers, or shareholder documentation.Experience using CRM platforms, investor management systems, or electronic document management tools.What We OfferCompetitive compensation package, including base salary and performance-based incentives.Opportunity to be part of a fast-growing, specialized alternative investment platform.

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