Job Description
Position: Writer/Editor
Location: South Jordan, UT
Location: South Jordan, UT
Role is Hybrid and requires in-office attendance 3 days per week.
Job Description:
Primary Responsibilities
The Analyst supporting written Client Relations/Senior Investor inquiries and concerns will ensure Firm compliance with regulations governing the handling of Operational Client Complaints
Responsible for collaboration with Brokerage branches and Operational business partners in the investigation, research, and resolution of a large volume of assigned cases in a formal written format to communicate the Firm's decision to the client
This position may also be tasked to handle other various operational responsibilities within Client Relations, including Settlement processing, Privacy Opt Out processing, and incoming telephone calls
Other projects may be assigned on an as-needed basis
Primary Responsibilities
The Analyst supporting written Client Relations/Senior Investor inquiries and concerns will ensure Firm compliance with regulations governing the handling of Operational Client Complaints
Responsible for collaboration with Brokerage branches and Operational business partners in the investigation, research, and resolution of a large volume of assigned cases in a formal written format to communicate the Firm's decision to the client
This position may also be tasked to handle other various operational responsibilities within Client Relations, including Settlement processing, Privacy Opt Out processing, and incoming telephone calls
Other projects may be assigned on an as-needed basis
Qualifications and Skills Required
Excellent grammar and composition skills
Excellent written and oral communications skills
Preferred candidates will possess a Bachelor's degree in English or a Communication related discipline; work experience considered in lieu of these degrees
The ideal candidate will have knowledge and some level of expertise in the 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