Investor Relations (Temporary)

Overview

• Temporary Investor Relations role supporting tax season communications remotely.
• Client-facing position handling inbound calls from investors and financial advisors.
• Collaborate with a professional team to ensure seamless communication and service delivery.
• Opportunity to utilize organizational and communication skills in a dynamic environment.
• Engage in correspondence management and dissemination of critical investor documents.
• Contribute to maintaining high service standards and professional integrity.
• Ideal for professionals with a self-starting personality and ability to meet tight deadlines.

Key Responsibilities & Duties

• Provide efficient and courteous phone service to investors and financial advisors.
• Assess client needs and deliver exceptional service standards.
• Respond to written and electronic correspondence accurately and promptly.
• Communicate product updates effectively to stakeholders.
• Review investment account paperwork and resolve requests with financial advisors.
• Assist in reviewing and distributing investor account correspondence and tax forms.
• Maintain professionalism and integrity in all communications and tasks.

Job Requirements

• Bachelor's degree in a relevant field required.
• Minimum of 3 years of relevant experience in investor relations or client services.
• Proficiency in Salesforce or similar CRM platforms preferred.
• Strong communication skills, including oral, written, and presentation abilities.
• Exceptional organizational and time management skills.
• Ability to work independently and meet deadlines effectively.
• Service-oriented and a strong team player.