Associate Investor Specialist
Current• Daily review of emails received by the investor team containing eligible changes and/or rate adjustments that need to be updated in the Polly system.• Daily review of internal comparison emails to identify rate changes that will need to be input into the Polly system.• Daily inclusion of payment specifications (Spec Payup LLPAs) for existing investors.• Addition of new products for existing investors as soon as they are announced.• Resolution of customer support tickets in JIRA when escalated to the content team, including a thorough audit of existing investors for content accuracy (eligibility and/or LLPAs).