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TITLE

 

Investor Operations Specialist

COMPANY

 

Lending Club

LOCATION

 

San Francisco, CA, US

Description

About the Role

 

The Investor Operations Specialists support the servicing of our Retail Investor client base. In this role, you will serve as a resource to multiple investment professionals and internal business divisions to support the sales efforts. We are seeking a highly motivated individual who thrives in a dynamic, team-based environment that allows the opportunity to take an initiative to work independently in this task based role.

 

 

What You'll Do

 

  • Support client-facing service and sales teams along with internal business partners
  • Assist with on-boarding new investors that includes reviewing account documentation
  • Review, process, and submit IRA documentation to proper partner departments daily
  • Perform other daily operational tasks such as processing physical mail and daily reports
  • Work cross-functionally with internal teams to reduce friction for investors
  • Work on “ad hoc” projects as needed, end to end, with full ownership and a “can do” attitude, and without feeling “above” any project at hand

 

 

About You

 

  • Bachelor’s degree preferred and up to 2 years of experience in a related role
  • Experience in Operations and/or Client Services preferred
  • General knowledge and understanding of financial products and terminology (i.e. fixed income, IRA distribution, IRA contribution)
  • Proven ability to evaluate and balance team and individual workloads through effective time management, prioritization, and organizational skills in a fast-paced environment
  • Excellent written and verbal interpersonal skills
  • Ability to pivot on short notice to meet the needs of the Investor business
  • Ability to thrive in an environment motivated by change and improvement
  • Excellent computer skills and experience with Salesforce, Excel, Word, and Powerpoint a plus
  • Strong attention to accuracy and detail is a requirement


LendingClub is an equal opportunity employer and dedicated to diversity and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender identity, sexual orientation, age, marital status, pregnancy status, veteran status, or disability status. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system​.

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