Ren
Investment Relationship Associate
Hudson, Ohio
Sponsorship not specifiedDetected 41 days ago
SalesforceCRMCommunicationMicrosoft Office
About the role
- This role ensures accurate processing of investment activity in accordance with established policies and procedures and serves as a primary point of contact for routine advisors and internal requests.
- Decision-Making Authority - Execute approved processes. - Determine workflow prioritization. - Refer exceptions and complex matters to senior staff.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Responsibilities
- Coordinate paperwork and document corrections.
- Load and maintain completed documents within document management systems.
- Support special projects and high-volume periods.
- Support compliance through accurate execution.
- Applies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks.
Requirements
- AI & Technology Proficiency
- Bachelor's degree in finance, business, economics, or a related field
- 2-3+ years of experience in financial services, document processing, or investment support functions
- Proficiency in Microsoft Office applications and experience using CRM or workflow-tracking platforms
This listing is sourced directly from Ren's careers page and normalized into a canonical job model.