Investor Relations Analyst

📋 Description

• Serve as a primary point of contact for a high volume of retail investors, responding to account
• Develop understanding of investment products, structures, and strategies to provide accurate
• Communicate complex financial concepts clearly across written and verbal channels.
• Evaluate AI-powered customer support tools and improve quality, accuracy, and efficiency.
• Collaborate with internal teams to create scalable processes for investor support as the customer
• Manage multiple priorities with accuracy and responsiveness while staying coordinated with

🎯 Requirements

• 1+ year of customer service experience, preferably in a high-volume environment.
• Strong written and verbal communication, with ability to explain complex topics clearly.
• High attention to detail and strong organizational skills; able to manage competing priorities.
• Ability to work independently while staying collaborative within a team.
• Curiosity and willingness to learn about financial products, investment strategies, and alternative
• Bachelor’s degree in Finance, Business, or related field preferred.

🎁 Benefits

• Salary: $55,000–$75,000 annually.
• Remote-first: Work remotely from anywhere in the United States.
• Healthcare: Medical, dental, and vision coverage with employer contributions.
• Flexible Spending Accounts: Options for medical, dependent care, and parking.
• Retirement: 401(k) with 3% employer contribution.
• Insurance: Fully covered life insurance and short-term disability.