PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, effective, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms.
What is the Enrollment Analyst Role?
A critical element of our service is obtaining the consent from account owners that direct their banks and fund managers (Counterparties) to share data with PCR as an interested party. Our team of Enrollment Analysts operate a proprietary technology platform, follow-up with clients and counterparties and ensure that these consents are obtained in a timely manner. As an Enrollment Analyst you will work as part of a global team collaborating with the world’s most important financial firms.
What will my mission statement be?
I will be a collaborative team member that clients enjoy working with because I deliver predictable results and communicate proactively.
What tools and processes will I have to accomplish my mission?
Proprietary Digital Enrollment technology to coordinate account owner and counterparty consent reconciliation
Real-time monitoring portal providing status of enrollment workflows
Analytics that identify needed intervention and follow-up
Automated CRM tools facilitate communication to counterparties during follow
Business intelligence tools to understand roadblocks and efficiency
What would my day look like?
10% planning and strategizing your daily plan using our analytic tools
40% following up with counterparties on the status of our LOA requests
20% ensuring the accuracy of our activity and tracking data
10% following up with internal teams servicing the enrollment pro