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Investor Relations Analyst
Fundrise · United States
About The Role
Join Fundrise as an Investor Relations Analyst, where you will be the primary contact for retail investors, addressing account questions and resolving issues. You will develop a strong knowledge of Fundrise's products and strategies, evaluate AI tools to improve customer experience, and work with the team to scale the business. Enjoy a range of benefits including flexible spending accounts, equity, insurance, 401(k), paid parental leave, and more.
- Servir como contacto principal para un alto volumen de inversores minoristas, abordando preguntas sobre cuentas y resolviendo problemas.
- Desarrollar y aplicar un sólido conocimiento de los productos, estructuras de inversión y estrategias de Fundrise para apoyar a los inversores.
- Evaluar las herramientas de IA actuales y las respuestas para identificar brechas, mejorar la experiencia del cliente y aumentar la eficiencia del equipo.
- Positive attitude, attention to detail, and willingness to learn are required
- Desire to learn about Fundrise products and investment strategies
- Comfort working independently while staying closely coordinated with a team
- We are seeking an Investor Relations Analyst with exceptional communication and interpersonal skills, along with a strong work ethic
- An understanding of the impact of positive, proactive customer service on brand loyalty and customer retention
- We are looking for a highly motivated individual who thrives in a dynamic, team-based environment with the initiative to work independently
- 1+ year of prior customer service experience, ideally in a high-volume environment
- High attention to detail and ability to manage multiple priorities
- Strong written and verbal communication skills, with an ability to explain complex topics clearly
- Prior customer service experience in real estate or financial services
- Bachelor’s degree in Finance, Business or related field
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