Investor Relations Analyst (Remote- Utah)
Company: Yieldstreet
Location: San Antonio
Posted on: June 24, 2022
|
|
Job Description:
About The RoleYieldstreet is looking for an Analyst to join our
Investor Relations team full time. The IR team plays a critical
role in shaping member and investor interactions with the platform,
and helps drive Yieldstreet's core growth metrics. You will
interact daily with our members and investors to aid with
education, Yieldstreet platform setup, facilitating investments,
and all other stages of their Yieldstreet investing journey. You
will work collaboratively with all members of the Investor
Relations team as well as multiple other internal stakeholders
including the Marketing and Product teams. This role will be remote
and operate under Pacific Standard Time. This role will report to
the Director of Investor Relations.Provide timely, high-quality
service to our members and investors that helps them achieve their
goals. Topics range from onboarding activities to investing and
beyond. You'll meet investors where they are - on email, live chat
and phone.Assist with various onboarding activities such as
accreditation approval, IRA account set up, and answer general
account and investment questions.Catalog and troubleshoot issues to
identify areas for improvementResearch ticket trends and partner
with the team to implement improvements and realize
efficienciesOver time, develop areas of expertise and contribute to
the team's culture of continuous improvement - enhancing processes,
cross-functional projects, automation, content, and moreWhat you'll
need:Undergraduate degree 2 - 4 years experience in a customer
service, sales, or similar customer-facing role (preference for
experience in financial services or fintech/SaaS customer
success)Motivated, self-starter with aptitude for hard work with a
'no task too small' attitudeDetail oriented, with the ability to
work well under pressure and with a sense of urgencyA strong
communicator, effectively and confidently interacts with external
(new members, investors) and internal constituencies (colleagues,
stakeholders, and leaders across the organization)We're looking for
people who love to raise the bar, push thinking, and drive to
practical solutions at scaleBonus points for:Interest in the
alternative investments space / fintech Familiarity with systems
like Salesforce, Zendesk, chat bots, BI tools or LookerKnowledge of
or experience with the regulatory and compliance guidelines for
interacting with prospects and investorsPresent or past FINRA
licenses a plus (e.g. Series 7, 63, 65, 66)
Keywords: Yieldstreet, San Antonio , Investor Relations Analyst (Remote- Utah), Professions , San Antonio, Texas
Click
here to apply!
|