Writer Investor queries (Max$50/hr W2)

Lenmar Consulting Inc


Date: 6 days ago
City: South Jordan, UT
Contract type: Full time
Job Description

Primary 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

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