Investor Services Consultant
VirtualVocationsConcord, California, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
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
serp_jobs.job_alerts.create_a_job
Service Consultant • Concord, California, United States