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Investor Relations Analyst (Remote- California)

Company: Yieldstreet
Location: Raleigh
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, Raleigh , Investor Relations Analyst (Remote- California), Professions , Raleigh, North Carolina

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