Investor Specialist

Profile

Investor Specialist

The candidate will understand data entry and the functions of the Firm’s proprietary database for entering client financial investment information. Understand data entry and the functions of the Firm’s proprietary CRM system. Perform searches and analysis using Qlik. Assist with responding to phone and email inquiries from shareholders and prospective class action participants. Assist with marketing efforts and serve as back-up for certain functions. Monitor and perform quality control checks of data entered into the Firm’s proprietary database for entering client financial investment information. Perform discrete research tasks. Complete other special projects, as assigned. High School Diploma degree is required. Bachelor’s degree is preferred. Should preferably have 2-4 years of experience. Experience using databases is a plus.

Company info

Kessler Topaz Meltzer & Check, LLP
280 King of Prussia Road
Radnor
Pennsylvania
United States 19087
Phone : 610-667-7706
Fax : 610-667-7056
Website : http://ktmc.com