Investor Relations Client Support Analyst

Primary Responsibilities

• Research and respond to operational client complaints
• Ensure compliance with regulatory requirements and internal complaint-handling guidelines
• Collaborate with business partners, including field and operations staff and management, to escalate and resolve complaint-related issues
• Build strong working relationships with Client Relations Editors while learning departmental processes and style guidelines
• Provide phone support at least one day per week
• Support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and special projects as needed

Qualifications and Skills Required

• Excellent grammar and composition skills
• Excellent written and oral communications skills
• Preferred candidates have a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees
• Knowledge and some level of expertise in the brokerage industry or banking operations
• Strong initiative and drive
• Proficiency in Microsoft Word and Outlook programs
• Proven ability to work effectively with all levels of employees
• Exceptional phone presentation skills
• Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks
• Strong organizational skills, attention to detail, and excellent follow-up skills
• Able to be self-motivated and succeed in a team atmosphere