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Benefits offered by this job
401(k) eligibility
Paid time off
Comprehensive medical benefits
Job summary
A financial services firm in Chicago seeks a Senior Associate to lead the Investor Communications Group. This role involves overseeing investor onboarding, managing team dynamics during high volumes, and ensuring quality in communications. Candidates should possess a Bachelor's degree, over 5 years of related experience, and strong skills in Excel and KYC. The position offers a salary range of $80,000 to $120,000 and includes various benefits.
Qualifications
5+ years of related experience.
Experience managing direct reports is required.
Proven leader with the ability to motivate team members.
Responsibilities
Serve as the primary escalation point for team queries.
Lead and coordinate calls with internal and external stakeholders.
Oversee investor onboarding and account maintenance.
Skills
Team Management
KYC Knowledge
Excel Proficiency
Education
Bachelor’s degree
Tools
Microsoft Dynamics
Job description
A financial services firm in Chicago seeks a Senior Associate to lead the Investor Communications Group. This role involves overseeing investor onboarding, managing team dynamics during high volumes, and ensuring quality in communications. Candidates should possess a Bachelor's degree, over 5 years of related experience, and strong skills in Excel and KYC. The position offers a salary range of $80,000 to $120,000 and includes various benefits.