Investor Relations Service Coordinator

Investor Relations Service Coordinator

Department: Investor Relations
Reports To: Manager of Investor Relations
Location: Phoenix, AZ (on-site)
Status: Full-Time, Non-exempt

Position Summary

Yrefy is seeking an Investor Relations Service Coordinator to provide exceptional service and administrative support to current and prospective investors. This role serves as a first point of contact for investors and assists with account access issues, password resets, document requests, appointment scheduling, and general inquiries.

This position is not authorized to provide investment advice, discuss specific investment recommendations, or engage in securities sales activities. The coordinator will work closely with s and escalate investment-related questions as required.

This role is ideal for an aspiring sales professional who enjoys helping people, solving problems, and building relationships while gaining exposure to the financial services industry. The ideal candidate will be working toward obtaining their Series 7 license and desire to eventually become a licensed Investor Relations Specialist.

Essential Duties and Responsibilities

Investor Support & Customer Service

• Serve as the initial point of contact for incoming investor phone calls and online inquiries.
• Assist investors with account access issues, password resets, login support, and navigation of investor portals.
• Respond to routine account and administrative inquiries that do not require a securities license.
• Provide investors with requested forms, statements, and other clerical communications.
• Document all investor interactions accurately within the CRM system.
• Follow established service standards to ensure positive investor experiences.

Appointment Coordination

• Schedule appointments between investors and licensed Investor Relations Specialists.
• Manage calendars and coordinate meeting logistics.
• Conduct appointment reminder calls and Calendar Invites
• Assist with investor events, webinars, and educational presentations.

Administrative Support

• Maintain accurate investor records and contact information.
• Assist with incoming and outgoing correspondence.
• Track service requests and ensure timely follow-up.
• Support onboarding processes and document collection efforts.
• Assist with CRM data integrity and reporting activities.

Compliance & Risk Management

• Maintain strict adherence to securities regulations and company policies.
• Refrain from discussing investment performance, recommendations, suitability, or investment advice.
• Escalate all investment-related inquiries immediately to licensed personnel.
• Protect confidential investor information and comply with privacy requirements.

What You Will Not Do

This position is not authorized to:

• Recommend investments or investment strategies.
• Discuss expected returns or performance projections.
• Explain suitability of investments.
• Solicit securities transactions.
• Provide financial, legal, or tax advice.

All such discussions must be transferred to a properly licensed Investor Relations Specialist.

Success Measures

The successful Investor Relations Service Coordinator will:

• Deliver an exceptional investor experience.
• Resolve routine service requests accurately and promptly.
• Maintain high investor satisfaction ratings.
• Schedule qualified appointments for licensed Investor Relations Specialists.
• Demonstrate strong compliance awareness and appropriate escalation practices.
• Contribute positively to investor retention and engagement efforts.

Qualifications

Required

• High school diploma or equivalent.
• 2+ years of customer service, client service, call center, hospitality, banking, financial services, or administrative support experience.
• Strong verbal and written communication skills.
• Excellent phone etiquette and professionalism.
• Strong organizational and time-management skills.
• Ability to learn financial services terminology and compliance requirements.
• Proficiency with Microsoft Office Suite and CRM systems.
• Ability to handle multiple priorities in a fast-paced environment.

Preferred

• Experience supporting investor relations, wealth management, banking, mortgage, or financial services teams.
• CRM experience.
• Experience scheduling appointments and supporting sales teams.

Core Competencies

• Client Focus
• Relationship Building
• Active Listening
• Problem Solving
• Professional Communication
• Attention to Detail
• Teamwork
• Accountability
• Adaptability
• Confidentiality