Entry Level Finance-Customer Associate

ON-SITE Investor Relations Analyst

*Must be within commuting distance to Midtown Manhattan | Open-ended Contract

This role offers business professionals the ability to work with a reputable proxy-solicitation and investor response firm. Further explore this exciting opportunity below…

Benefits of the Role:

• Market Exposure – Chance to speak to high-end clients and shareholders regarding upcoming campaigns that include mutual funds, equity firms, investment firms and more
• Opportunity – Foot in the door with reputable firm in the investor relations space; strengthen business and finance acumen
• Overtime available – They are busy this time around, and looking for those willing to do Overtime. That means time and a half!
• Family-Oriented – The management team ensure everyone has a home away from home
• Work Space – Recently renovated office in the heart of Manhattan! Walks away from restaurants, stores and more

 Core Experience:

• Strong Communication Skills - the candidate will be making outbound calls to shareholders using a shareholder call list provided by Oka
• Flexible work schedule - Saturday Flexibility. See below for more details
• Ability to multi-task / Self-manage
• Bachelor's or Associates Degree - Concentrations in Business, Finance, Economics, Accounting

A Day in the Role:

• Provide customer service to registered shareholders through inbound and outbound call lists.
• Educate shareholders on various corporate actions, board and shareholder proposals voting options.
• Track and monitor outstanding issues and provide clients with timely updates.
• Log information into Access Database
• Assist in the development of campaign themes to ensure the proper narrative is being communicated.
• Fast paced call center environment where you are expected to make 20-25 calls/hr

Work Environment:

• Candidates can expect a 40+ hr work week during busy season. available:
  • Mon-Saturday 40/hours PLUS OVT – 10:00AM-6PM
• Occasional overtime on Saturdays based on work load will be required
• Team oriented and work closely with other client services reps

For questions, please feel free to contact us: