Lead Enrollment Specialist

Operations - Enrollment Analyst

Who is Private Client Resources (PCR)?

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, efficient, 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 process

20% interaction with your team members for learning and improvement.

What is the nature of the team I will work with?

You will be a member of the Enrollment Team in our Operations group. The team is currently 7 growing to 8 with team members in the US and India.

What would be my specific responsibilities?

Own the client onboarding journey from kickoff to full data activation.

Develop and manage account enrollment plans tailored to each client’s structure and priorities.

Guide clients through our Enrollment Tool, including bulk account uploads and LOA generation.

• Monitor onboarding progress using internal dashboards and analytics;

proactively resolve delays by engaging with counterparties.

Provide clients with regular updates, progress reports, and action items.

Collaborate with internal operations and data teams to ensure timely ingestion and processing of financial data.

Act as a liaison between clients and custodians, banks, and other financial institutions to facilitate data access.

What are the skills I must demonstrate to be successful?

Deep understanding of the private wealth ecosystem — including RIAs, Family Offices, OCIOs, and their data needs.

Familiarity with banking infrastructure and how data flows between custodians, fund administrators, and reporting platforms.

Strong Excel skills (VLOOKUP, Pivot Tables) and comfort with data tools.

Ability to thrive in high-volume, metric-driven environments.

Excellent communication and relationship-building skills.

Adaptability to new tools, workflows, and client structures.

A collaborative mindset and a drive for continuous improvement.

What experience will set me apart for this role?

3-5 years' experience in the financial and wealth management sector

Relevant experience in fund administration

Knowledge of the workings of hedge funds and private equity investor relations

Aptitude for building and maintaining client / stakeholder relationships

Experience developing operations measurement tools and processes

Client facing experience

Experience working in a ticketing environment

What opportunities for advancement do I have?

There are many opportunities to grow in the Enrollment Analyst role, including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our project management and customer support. For more technically aligned candidates, there are high-energy opportunities in our product teams as a business analyst and as a technical analyst helping configure our solutions for clients.

Am I required to work in the office?

PCR has adopted a flexible work policy that recognizes the major change in how teams collaborate. This role allows you to work remotely on a consistent basis.

Why Choose to Work at PCR?

While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion.

PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion, and to be team players. Through diversity and inclusion, our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance, and a safe place to work.

PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind :

All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.