Investor Relations Analyst

Cloud Services•South Jordan, UT
•Hybrid

About The Position

The Investor Relations Analyst supports client relations and operational complaint resolution in a financial services environment. The role researches client complaints, prepares written responses, ensures compliance with regulatory requirements and internal guidelines, and collaborates with business partners to resolve issues efficiently. The position requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. The role is based in South Jordan, Utah, with a hybrid schedule requiring three days onsite per week. It is a 12-month contract paying $21 per hour.

Requirements

  • Excellent grammar, composition, and written communication skills.
  • Strong verbal communication and professional telephone etiquette.
  • Proficiency in Microsoft Word and Outlook.
  • Strong organizational, time management, and follow-up skills.
  • Exceptional attention to detail and ability to handle sensitive client matters professionally.
  • Demonstrated initiative, accountability, and self-motivation.
  • Ability to collaborate effectively with employees at all levels.
  • Comfort working in a fast-paced, changing environment while managing multiple responsibilities.
  • Relevant work experience may be considered in lieu of a degree.

Nice To Haves

  • Bachelor's degree in Finance, Economics, English, Communications, or a related field.
  • Knowledge of the brokerage industry, financial services, or banking operations.

Responsibilities

  • Research and respond to operational client complaints in accordance with regulatory requirements and internal complaint-handling guidelines.
  • Collaborate with field personnel, operations teams, and management to investigate, escalate, and resolve client concerns.
  • Develop effective working relationships with Client Relations Editors while learning departmental processes and writing standards.
  • Provide coverage for client-facing telephone lines at least one day per week, handling incoming calls and inquiries professionally.
  • Support operational functions such as settlement processing, privacy opt-out processing, and special projects as needed.
  • Maintain accurate documentation and ensure timely follow-up on outstanding issues.
  • Manage competing priorities while maintaining high standards of accuracy, professionalism, and client service.
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