Hybrid Investor Relations Analyst - Client Ops & Compliance

Lenmar Consulting Inc

South Jordan (UT)

Hybrid

USD 37,000 - 50,000

Full time

2 days ago
Be an early applicant
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Lenmar Consulting Inc is seeking an Investor Relations Analyst for a W2 contract in South Jordan, UT. Hybrid role, in-office 3 days per week, 12+ months, max pay $21.09/hr.

Responsibilities include researching and responding to client complaints while ensuring regulatory compliance and collaborating with partners to resolve issues. The role also covers client-facing phone support at least one day weekly, plus potential help with settlement processing, privacy opt-out tasks, and special projects,

Qualifications

  • Excellent grammar and composition skills.
  • Excellent written and oral communications skills.
  • Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu.
  • Preferred candidates have knowledge of brokerage industry or banking operations.
  • Strong initiative and drive.
  • Proficiency in Microsoft Word and Outlook programs.
  • Proven ability to work effectively with all levels of employees.
  • Exceptional phone presentation skills.
  • Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks.
  • Strong organizational skills, attention to detail, and excellent follow-up skills.
  • Ability to be self-motivated and succeed in a team atmosphere.

Responsibilities

  • Research and respond to operational client complaints while ensuring regulatory compliance.
  • Collaborate with field and operations staff and management to elevate and resolve issues.
  • Build strong working relationships with Client Relations Editors and learn departmental processes.
  • Participate in coverage of client-facing telephone lines, providing phone support at least one day per week.
  • Support settlement processing, privacy opt-out processing, and participate in special projects as needed.

Skills

Grammar & Writing
Written & Verbal Communication
Initiative & Drive
Self-motivation
Team Collaboration
Time Management
Client Focus
Attention to Detail

Education

Bachelor's degree preferred

Tools

Microsoft Word
Outlook

Job description

Lenmar Consulting Inc is seeking an Investor Relations Analyst for a W2 contract in South Jordan, UT. Hybrid role, in-office 3 days per week, 12+ months, max pay $21.09/hr.

Responsibilities include researching and responding to client complaints while ensuring regulatory compliance and collaborating with partners to resolve issues. The role also covers client-facing phone support at least one day weekly, plus potential help with settlement processing, privacy opt-out tasks, and special projects,

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Investor Relations Analyst (Editor/Writer)
Investor Relations Analyst (Editor/Writer)

Lenmar Consulting Inc • South Jordan (UT)

Hybrid
USD 37,000 - 50,000
Hybrid Client Relations Specialist
Hybrid Client Relations Specialist

Hired by Matrix, Inc. • South Jordan (UT)

Hybrid
USD 42,000 - 65,000
Hybrid Client Relations Specialist | Finance Operations
Hybrid Client Relations Specialist | Finance Operations

Hired by Matrix, Inc • South Jordan (UT)

Hybrid
USD 50,000 - 70,000
Client Relations Specialist — Hybrid, Complaint Resolution
Client Relations Specialist — Hybrid, Complaint Resolution

Morgan Stanley • South Jordan (UT)

Hybrid
USD 55,000 - 75,000
Investment Performance Reporting Analyst
Investment Performance Reporting Analyst

Lenmar Consulting Inc • New York (NY)

Hybrid
USD 59,000 - 84,000
Hybrid work model
Investor Relations Analyst/Associate — Remote Fridays + Equity
Investor Relations Analyst/Associate — Remote Fridays + Equity

iCapital • Salt Lake City (UT)

Hybrid
USD 60,000 - 85,000
Employer matched retirement plan
Generously subsidized healthcare
Unlimited paid time off
Investment Performance Operations Analyst - Hybrid Role
Investment Performance Operations Analyst - Hybrid Role

Lenmar Consulting Inc • New York (NY)

Hybrid
USD 66,000 - 72,000
Investor Relations Analyst — Hybrid (Remote Fridays) with Equity
Investor Relations Analyst — Hybrid (Remote Fridays) with Equity

Icapitalnetwork • Salt Lake City (UT)

Hybrid
USD 60,000 - 80,000
Equity
Healthcare coverage
Parental leave
+1
Hybrid Investment Compliance Analyst - Real-Time Monitoring
Hybrid Investment Compliance Analyst - Real-Time Monitoring

Daley And Associates, LLC • Boston (MA)

Hybrid
USD 62,000 - 83,000
Client Operations & Strategy Manager (Hybrid)
Client Operations & Strategy Manager (Hybrid)

conservicecareers • Logan (UT)

Hybrid
USD 22,000 - 31,000