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Senior Investor services officer, Operations

ROYC Group
Stockholm

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Jobbinformation

Kvalifikationer

CRM-program
Franska
Microsoft Excel
Engelska
Organisationsförmåga
Kommunikationsfärdigheter

Fullständig jobbeskrivning

About ROYC

ROYC is the leading European B2B financial technology company that provides a complete private markets operating system, empowering private equity firms, banks, wealth managers, and multi-family offices to seamlessly access, distribute, and manage private investments at scale. As private markets expand, financial institutions require scalable, technology-driven solutions to manage complexity, optimizing fund operations, and delivering exceptional client experiences. ROYC combines state-of-the-art private markets technology with tailored fund structuring and investment solutions. Its intuitive, scalable platform replaces manual processes with automation and real-time data access, transforming how private market investments are managed across the entire fund lifecycle.

Role Purpose

As an Senior Investor Service Officer at ROYC, you will serve as the primary point of contact for our sophisticated investor base. You’ll ensure a seamless experience from onboarding through ongoing support—managing accounts, coordinating transactions, liaising with external administrators, and partnering closely with both Sales and Technology teams to continuously enhance our platform.

Role Description

Investor Onboarding & Support
- Guide new investors through account setup, KYC/AML checks, and documentation
- Respond promptly to inquiries on transactions, statements, and platform functionality
Third-Party Relationship Management
- Own day-to-day interactions with fund administrators, depositories, and distribution partners
- Monitor service levels, escalate issues, and drive continuous improvement
Cross-Functional Partnership
- Collaborate with Sales to support investor pitches and proposal follow-up
- Work alongside Tech to surface user feedback, prioritize enhancements, and test new features
Process Optimization & Compliance
- Embed best practices in processing procedures, controls, and reporting
- Identify gaps, propose solutions, and implement process improvements across the investment organization

What We’re Looking For

Experience
4–10 years in private equity, venture capital, or fund administration—servicing HNWIs or institutional clients
Domain Knowledge
Solid grasp of investor due diligence requirements, fund structures, and private-market products
Technical Savvy
Proficiency with CRM tools, investor platforms, and Excel modelling
Communication & Service Excellence
Exceptional verbal and written skills in English (French fluency a plus)
Demonstrated track record of delivering high-touch, client-centric experiences
Personal Attributes
Rigorous attention to detail and strong organizational skills
Problem-solver with tenacity to thrive in a fast-paced environment
Collaborative mindset and intellectual curiosity to help build a market-leading platform

Key Competencies

Problem Solving: Analyze and resolve investor issues quickly and effectively
Teamwork: Build strong partnerships across Sales, Operations, Compliance, and Technology
Time Management: Prioritize tasks and meet deadlines without sacrificing quality
Client Feedback: Actively solicit, interpret, and act on investor insights to enhance service levels
Accountability: Take initiative and ownership over your work and relationships

Preferred profile

Recent experience of private equity either for an investment firm or fund administrator.
Strong understanding of investor due diligence requirements, investment products, and fund structures within the private markets.
Good organizational and administration skills with high attention to detail.

Strong interpersonal skills.
Strong oral and written communication skills. Preferably English and French
Excellent client service skills
Driven and intellectually curious, having an ambition to play a key role in building a market leading solution in the private markets.

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aml jobb

Senior Investor services officer, Operations

Experienced professionals to our Banking & Financial Services Engineering Team

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