Writer Investor queries (Max$50/hr W2) - Lenmar Consulting Inc.
South Jordan, UT
About the Job
Finance
Job DescriptionPrimary Responsibilities:
- The Analyst supporting written Client Relations/Senior Investor inquiries and concerns will ensure Firm compliance with regulations governing the handling of Operational Client Complaints
- Responsible for collaboration with Brokerage branches and Operational business partners in the investigation, research, and resolution of a large volume of assigned cases in a formal written format to communicate the Firm's decision to the client
- This position may also be tasked to handle other various operational responsibilities within Client Relations, including Settlement processing, Privacy Opt Out processing, and incoming telephone calls
- Other projects may be assigned on an as-needed basis
Qualifications and Skills Required
- Excellent grammar and composition skills
- Excellent written and oral communications skills
- Preferred candidates will possess a Bachelor’s degree in English or a Communication related discipline
- The ideal candidate will have 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
- Ability to be self-motivated and succeed in a team atmosphere
All your information will be kept confidential according to EEO guidelines.