Investor Relations Analyst (Remote- Minnesota)
Company: Yieldstreet
Location: New York
Posted on: June 25, 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 Mountain Standard Time. or Central Standard Time.
This role will report to the Director of Investor Relations.What
you'll do:
- 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
improvement
- Research ticket trends and partner with the team to implement
improvements and realize efficiencies
- Over 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' attitude
- Detail oriented, with the ability to work well under pressure
and with a sense of urgency
- A 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 Looker
- Knowledge of or experience with the regulatory and compliance
guidelines for interacting with prospects and investors
- Present or past FINRA licenses a plus (e.g. Series 7, 63, 65,
66)
Keywords: Yieldstreet, New York , Investor Relations Analyst (Remote- Minnesota), Professions , New York, New York
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