Analyst 1 (Investor Services)
Core
Handles non-financial investor service requests, maintains client records, and coordinates internal units to ensure timely resolution of client inquiries.
Role type
Analyst 1, Investor Services
Builds
Client service operations and investor record accuracy
Domain
Financial Services / Investor Relations
Deliverable
client delivery
Required skills
non-financial transaction processing, investor record maintenance, internal coordination, report preparation, data interpretation, prioritization, time management
Preferred skills
financial institution experience, advanced analytical skills
Technologies
N/A
Responsibilities
Respond to client and advisor inquiries regarding non-financial transactions; Process requests for statements, confirmations, and account updates; Maintain and update investor account profiles; Coordinate with Call Center and Sales teams to resolve pending requests; Monitor backlogs and turnaround times; Prepare reports and trackers for process improvements.