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.