Job responsibilities
- Use subject matter expertise to contribute to team and stakeholder understanding of real world interactions, particularly within Wealth Management domain.
 - Conduct research to assist with the team’s application of business definitions and concepts.
 - Annotate and label data/content using annotation tools.
 - Implement and improve annotation procedures to achieve consistent data labeling.
 - Report and document issues with annotation tools and processes.
 - Provide feedback for efficient labeling and to improve data quality.
 - Conduct analysis of annotation edge cases.
 - Contribute to the development of taxonomies and annotation guidelines.
 - Use machine learning tools to identify patterns and trends in customer service call data
 - Contribute to the team’s continuous learning mindset by bringing in new ideas and perspectives that stretch the thinking of the group.
 
Required qualifications, capabilities, and skills
- Experience with investment products and/or customer service within the financial services industry
 - Bachelor’s degree in business or comparable discipline; or equivalent level demonstrated in relevant work experience.
 - Excellent analytical and problem-solving skills and the ability to pay close attention to detail
 - Experience in working with and analyzing large real-world datasets.
 - Interest in machine learning and willingness to develop new skills in this area.
 
Preferred qualifications, capabilities, and skills
- Experience in Wealth Management
 - Familiarity with industry annotation and labeling methods.
 - Working knowledge of information and data retrieval.
 - Previous experience in data annotation, data labeling, and/or quality assurance.