Investor Services ConsultantVirtualVocations • Escondido, California, United States
Investor Services Consultant
VirtualVocations • Escondido, California, United States
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A company is looking for an Investor Services Consultant.
Key Responsibilities
Coordinate investor onboarding processes and maintain accurate records in client systems
Manage ongoing account activities, including document uploads and communication with stakeholders
Monitor and respond to investor requests while ensuring compliance and quality service
Required Qualifications, Training, and Education
Bachelor's Degree preferred
Experience with Salesforce or similar CRM systems is a plus
Strong analytical and critical thinking abilities
Proficient in Microsoft Office, with intermediate Excel skills
Ability to maintain confidentiality of sensitive information
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Service Consultant • Escondido, California, United States
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