Phoenix, Arizona, United States · On-site
Investor Relations Specialist Status: Full-time/ Exempt, On-site Reports to: Investor Relations Manager, and Broker-Dealer Compliance Department Position Summary The Investor Relations Specialist serves as the primary po…
Skills: Investor Relations, Financial Assessment, SEC Compliance, FINRA Compliance, CRM Management
Phoenix, Arizona, United States · On-site
$22/hr–$25/hr
Part-Time Office Administrator / Customer Service Representative TruBlue Home Service Ally of Phoenix is looking for a dependable, organized, and customer-focused Office Administrator to join our growing team. This role …
Skills: Phone Etiquette, Customer Service, Scheduling, Administrative Support, Multitasking
Phoenix, Arizona, United States · On-site
Operations Manager- for our Upcoming Ahwatukee Club Here We GROW Again! Are you ready to step into a leadership role that drives both people and performance? As an Operations Manager at Crunch Fitness, you’ll be the hear…
Skills: Leadership, Sales Performance, Member Retention, Staff Coaching, Operational Management
Phoenix, Arizona, United States · On-site
Assistant General Manager for our Upcoming Ahwatukee Club! Here We GROW Again! Are you ready to step into leadership, drive performance, and grow with one of the fastest-scaling fitness brands in the nation? CR Fitness i…
Skills: Sales Leadership, Team Coaching, Operations Management, Member Experience, KPI Tracking
Phoenix, Arizona, United States · On-site
Manager In Training- Pre-Sale Team for our Upcoming Ahwatukee Club Are you a potential Manager in Training ready to leave average in the past? Be a part of one of the greatest growth stories ever told in the fitness in…
Skills: Sales, Customer Service, Club Operations, Staff Coaching, Time Management
Phoenix, Arizona, United States · On-site
Assistant General Manager- For Our Upcoming Phoenix Market Here We GROW Again! Are you ready to step into leadership, drive performance, and grow with one of the fastest-scaling fitness brands in the nation? CR Fitness i…
Skills: Sales Leadership, Team Coaching, Operations Management, Member Experience, KPI Tracking
Phoenix, Arizona, United States · On-site
Pay: - Pay varies by location Location: Phoenix , Arizona Responsibilities: Deliver products as specified by daily order schedules on an established route.Load and unload products from the box truck to the point-of-sale …
Skills: Driving, Inventory Management, Customer Service, Product Delivery, Stocking
Phoenix, Arizona, United States · On-site
Primary City/State: Phoenix, Arizona Department Name: Med/Surg Float-Hosp Work Shift: Day Job Category: Clinical Care *Licensed CNA/LNA are eligible for a $3,000 Sign on bonus! The future is full of possibilities. At Ban…
Skills: Patient Care, Vital Signs Collection, Medical Documentation, Basic Life Support, EKG Monitoring
Phoenix, Arizona, United States · On-site
$70k–$72k/yr
Position Title: FOOD & BEVERAGE MANAGER - AMERICAN AIRLINES PHOENIX AZ Salary: 70000 - 72000 As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitle…
Skills: Food & Beverage Management, Guest Service Delivery, Food Costing, Inventory Management, Labor Cost Oversight
Phoenix, Arizona, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Phoenix, Arizona, United States · On-site
$17/hr–$23/hr
Job DetailsJob Location: Phoenix - Phoenix, AZ 85040Salary Range: $17.00 - $23.00 HourlyAbout Prisma: At Prisma, we believe in teamwork, innovation, and dedication. As the leading printer in the Southwest, we’re lo…
Skills: Commercial Driving, GPS Navigation, Package Delivery, Smartphone Proficiency, Time Management
Phoenix, Arizona, United States · On-site
Job DetailsJob Location: Phoenix - Phoenix, AZ 85035Position Type: Full TimeEducation Level: Not SpecifiedTravel Percentage: NoneJob Shift: DayJob Category: Admin - ClericalLa Mesa RV – A family owned and operated …
Skills: Customer Service, Administrative Skills, Organization, Interpersonal Communication, Inventory Tracking
Phoenix, Arizona, United States · On-site
Store - PHX-METRO, AZ The Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This role oversees front-end and service o…
Skills: Retail Leadership, Sales Management, Customer Experience, Coaching, Operational Execution
Phoenix, Arizona, United States · On-site
JOIN FALCON FARMS AS A PART-TIME FLOWER MERCHANDISER! Location: Various locations within your territory. This is your chance to join one of the most recognized companies in the floriculture industry and be part of an exc…
Skills: Flower handling, Merchandising, Inventory management, Customer service, Visual display
Phoenix, Arizona, United States · On-site
$20/hr–$31/hr
Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including Firestone Complete A…
Skills: Automotive Diagnosis, Electrical Systems Repair, Brake and Hydraulic Systems, Suspension and Alignment, Air Conditioning Repair
Phoenix, Arizona, United States · On-site
Customer Experience Specialist The Arizona Humane Society is seeking a full-time Customer Experience Specialist to join our Adoptions team at our Papago Park Campus. This position works Wednesday through Sunday from 10:3…
Skills: Customer Service, Administrative Support, Interpersonal Communication, Multi-tasking, Conflict Resolution
Phoenix, Arizona, United States · On-site
Lovet Pet Health is seeking an Animal Hospital Manager at our Norterra Location to join our team! This role is responsible for managing the business activities of a veterinary practice. The role must ensure that all dead…
Skills: Hospital Management, Employee Relations, Financial Oversight, Team Leadership, Interpersonal Communication
Phoenix, Arizona, United States · On-site
$73k–$95k/yr
About The RoleThe Manager, Quality Assurance is a managerial role, that will be responsible for leading the daily operations of the Inbound Merchandising Operations and Quality Control teams. This person will focus on cr…
Skills: Quality Control, Data Analysis, Operational Excellence, Performance Management, Cross-Functional Collaboration
Phoenix, Arizona, United States · On-site
Labcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improv…
Skills: Technical Support, Hardware Deployment, Software Installation, Wireless Networking, Windows Computing
Phoenix, Arizona, United States · On-site
The Member Engagement Assoc I I will answer and resolve member inquiries regarding account maintenance and general banking matters, via phone call. They will ensure world class service is delivered by way of effective co…
Skills: Customer Service, Bilingual Communication, Account Management, Problem Solving, Listening Skills
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The specialist serves as the primary contact for prospective and existing investors, managing communication and guiding them through the investment process. They are responsible for maintaining investor relationships, ensuring regulatory compliance, and supporting capital-raising efforts.
Candidates must hold SIE, Series 63, and Series 7 licenses and have 2-4 years of experience in investor relations or financial services. Proficiency in CRM tools and a strong understanding of SEC and FINRA standards are required.
Reports to: Investor Relations Manager, and Broker-Dealer Compliance Department
The Investor Relations Specialist serves as the primary point of contact for both prospective and existing Yrefy investors, delivering accurate, timely, and compliant communication throughout the investor lifecycle. This role combines investment sales, financial knowledge, and relationship management to build investor confidence, support capital-raising efforts, and contribute to Yrefy’s continued growth. Responsibilities include engaging with inbound investment inquiries, educating prospective investors on Yrefy’s offerings, guiding qualified investors through the investment process, and maintaining strong relationships with existing investors while understanding and addressing their needs, objectives, and concerns.
Contribution to investor retention (goal of 80%) and growth (goal of 8 new investments/month)
Timeliness and accuracy of investor communication and CRM management
Investor engagement and satisfaction
Compliance adherence
Investor Communication:
Communicates with potential and current investors, taking inbound calls, making outbound calls, and following up on leads/tasks. No cold calling.
Understands potential and current investors' needs and identifies potential investment opportunities.
Explains and demonstrates products and service features.
Answers potential and current investors' questions when appropriate.
Compliance: Ensure all investor communications meet SEC, FINRA, and company standards. Collaborates with the Compliance Department to ensure documents comply with SEC, FINRA, and company regulations and industry standards.
Financial Assessment: Compile and review investor financial data to make appropriate recommendations of suitability for investment. Attend all meetings and training courses as required. Keeps up with product information, updates, and industry standards.
Market Intelligence: Knowledgeable of industry trends, competitor performance, and investor sentiment to inform management and collaborate in developing company strategy.
Events: Represent Yrefy at investor webinars, meetings, and conferences when needed.
CRM Management: Develop accurate investor records and engagement history, including prospects, in the approved CRM system.
Cross-Functional Collaboration: Partner with Finance, Compliance, and Marketing to align messaging and reporting. Perform other related duties as assigned.
Licenses: SIE, Series 63, and Series 7 - Series 82 may be accepted temporarily
Satisfy all requirements of broker/dealer for dual employment
Experience: 2–4 years in investor relations or financial services, or a proven track record in an outbound/inbound phone sales role, and experience in conferences or industry events.
Knowledge, Skills, and Abilities:
Excellent customer service skills.
Strong listening and communication skills.
Strong financial acumen to contrast and compare various investment vehicles
Proficiency in MS Excel, PowerPoint, and CRM tools
Knowledge of SEC and FINRA compliance and reporting standards
Ability to be flexible with inbound call coverage.
Life Insurance License for Variable Annuities
Experience in fintech or student loan refinancing
Familiarity with equity and debt instruments
Ability to manage multiple priorities under tight deadlines
Yrefy, LLC is a national specialty consumer finance lender, focusing explicitly on distressed private student loans.
Yrefy, LLC is a national specialty consumer finance lender, focusing explicitly on distressed private student loans. Our proprietary credit and risk tolerance model allows us to lend to the underserved, lower credit tranches. With Yrefy, student borrowers achieve financial independence and realize their financial goals.
Offices: 6910 E Chauncey Ln, Suite 130, Phoenix, Arizona 85054, US
There are currently 4,665 open customer service & support positions in Phoenix, AZ listed on Clera. New openings are added daily as companies post roles.
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