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Investor Relations Associate

location Greater Cleveland Metropolitan Area, OH

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Full Time

Job Duties

  • Interact with a high volume of clients to process investments, update records, answer sophisticated inbound questions and spend time on phone educating investors
  • Follow up with prospects to address questions and assist with decision to subscribe
  • Work with new signups as well as existing investors
  • Provide exceptional and timely customer service to investors; respond to investor inquiries and requests for information
  • Maintain approved Q&A document to respond to frequently asked questions from investors and supervise analyst or administrative support in responding to requests via email
  • Oversee online customer relationship management database to assist potential investors in completing the online subscription document process
  • Oversee and assist with the intake, processing and filing of investor documents and the ongoing posting of distribution notices, tax forms and account statements to the online investor room
  • Collaborate with marketing team to maximize engagement of potential and existing investors
  • Evaluate current and potential processes to improve customer retention and determine best practices
  • Work with team to develop systematic methods for scaling our investments business and improving investor communication


  • Between 3-5 years of experience in a related field; or
  • Any combination of education, training and experience which provides the required knowledge, skills, and abilities to perform the essential functions of the job; and
  • FINRA series 7 and 63 or 66 helpful, but not required
  • Experience with offering circulars and investor subscription agreements
  • Experience in an investment advisory role with registered investment advisor or otherwise


  • Vision, Dental, Medical, Paid Time Off

Work Location

  • In-person, Greater Cleveland Metropolitan Area

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Investor Relations Associate

location Greater Cleveland Metropolitan Area, OH

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