Investor Client Relations Specialist Jobs

Manage client relationships and provide exceptional customer service

Assist clients in providing our services and offerings

Manage client accounts and ensure satisfaction

Collaborate with team members to improve client experience

Prior experience in a customer service or client-facing role but not required

Excellent communication skills, including strong writing and phone etiquette

Familiarity with Social Media management, Facebook, Instagram, YouTube, able to create engagement on social media platforms

Ensuring customers have a VIP experience at our events

Excellent presentation and delivery skills

Excellent verbal and written communication skills with a flair for storytelling

Knowledge of sales cycles and sales process

Manages difficult or emotional customer situations

Experience/knowledge of alternative investments, preferably private equity and real assets

1-3 years of prior, relevant work experience

Work collaboratively and effectively with senior Capital Raising members to achieve business objectives and goals.

Analyze current processes / workflows and recommend changes to drive efficiency.

Perform research and draft responses for new and existing investors in the form of DDQs, RFPs and ad hoc requests.

Record investor information and commitment data into fund CRM and ensure proper setup of investor contacts e.g. fundraising status, investor commitments.

·Bachelor’s Degree (or equivalent experience) in communications, public relations, project management

·Understand legal service offerings and help clients and attorneys operate as “team members”

·Help design new client offerings to better serve existing and new clients

·This is a remote position during typical business hours

·Compensation is $20-35/hour, depending on experience and availability

·There are no other benefits associated with this position currently

You're extremely interested in the Finance/Investing world

If two roads diverged in the woods, you'd actually take the road less traveled

You're curious and your favorite question is "Why?"

You can execute tasks/projects and achieve results (You get stuff done!)

100% covered Medical/Dental/Vision - pick your own plan

Unlimited PTO and sick days

Outstanding organizational, project management and problem-solving skills

Manage the client onboarding experience

Create a uniquely on-brand concierge experience for our investors

Manage, track and process investor requests, working collaboratively with internal departments on best responses and solutions

Manage client technology platforms and client communication structure

Liaise and coordinate with fund service providers on fund administration and regulatory requirements

Demonstrated organizational skills, with the ability to manage multiple projects and priorities simultaneously.

At least 2-3 years of experience in client relations, customer service, or a related field.

Excellent communication and interpersonal skills, with a track record of building and maintaining strong relationships with clients and colleagues.

Strong problem-solving and critical thinking skills, with the ability to identify issues, make recommendations, and implement solutions.

Build and maintain relationships with current and prospective clients through regular communications such as phone calls, emails, and in-person meetings.

Ensure that all clients receive prompt and professional responses to their inquiries and needs, and provide follow-up as necessary.

Demonstrated organizational skills, with the ability to manage multiple projects and priorities simultaneously.

At least 2-3 years of experience in client relations, customer service, or a related field.

Excellent communication and interpersonal skills, with a track record of building and maintaining strong relationships with clients and colleagues.

Strong problem-solving and critical thinking skills, with the ability to identify issues, make recommendations, and implement solutions.

Build and maintain relationships with current and prospective clients through regular communications such as phone calls, emails, and in-person meetings.

Ensure that all clients receive prompt and professional responses to their inquiries and needs, and provide follow-up as necessary.

Demonstrated organizational skills, with the ability to manage multiple projects and priorities simultaneously.

At least 2-3 years of experience in client relations, customer service, or a related field.

Excellent communication and interpersonal skills, with a track record of building and maintaining strong relationships with clients and colleagues.

Strong problem-solving and critical thinking skills, with the ability to identify issues, make recommendations, and implement solutions.

Build and maintain relationships with current and prospective clients through regular communications such as phone calls, emails, and in-person meetings.

Ensure that all clients receive prompt and professional responses to their inquiries and needs, and provide follow-up as necessary.

- Proven experience in client relations, account management, or customer service roles.

- Manage and organize lead progress as our sales team completes the sales cycle.

- Collaborate with cross-functional teams to ensure a seamless client experience and resolve any issues or concerns.

- Strong interpersonal and communication skills, both written and verbal.

- Exceptional problem-solving abilities and a proactive approach to addressing client needs.

- Ability to multitask, prioritize tasks, and manage time effectively in a fast-paced environment.

Manage master appointment calendar for the Las Vegas Metro

Understand Client’s needs and provide them with personalized experiences

Elevate day-to-day hosting in partnership with the Client Relations Team

Support appointment preparation, logistics, and details to ensure clients feel cherished

Target gifts for top clients, new high-potential clients, and partners

Liaise with all Client Advisors to support client birthdays, anniversaries, and special occasions

Your Customer Service skills are one of your best assets.

Work with our distributors and end users to select the right products to fit their needs.

Cultivate long term relationships to ensure our brands are always the preferred option.

Help to build new markets and customers as the company expands its global reach.

Efficiently quote and process orders to keep us responsive and immediate.

Support our team of outside sellers and product specialists.

Prior experience of life insurance industry

Working Knowledge of Salesforce Preferred

Knowledge of outlook, Microsoft Office application

Ability to work from home

Must be able to problem solve

Exciting and fun team environment

Coordinate client matters with attorneys and paralegals, facilitating efficient case management and information flow.

Exceptional organizational skills, with the ability to manage multiple files and tasks simultaneously.

Manage client relationships from initial contact through the completion of legal matters, ensuring timely follow-up and maintaining regular communication.

Maintain and manage the matter pipeline, keeping track of ongoing cases and providing updates to clients as required.

Support special projects or additional responsibilities as assigned by managing attorneys.

Positive attitude and strong interpersonal skills, with the ability to work collaboratively in a team environment.

Provide status reports to Company's Account Management as requested

No cold calls. All warm leads from curious or experienced investor prospects

Work closely with the Portal Manager and key stakeholders

Contribute content and collaborate via the NDB-Wiki/Knowledge Base

Responsibilities (across multiple business entities):

Base salary, plus commission, plus stock awards

2+ years experience in consulting, asset management, banking or private equity

Update and manage all information into the CRM system

Strong excel and PowerPoint skills

Prepare quarterly and year-end investor reports

Assist with preparing marketing material for prospective investors

Build frameworks and questionnaires for prospective investors

1+ year(s) of experience in a customer service capacity required, preferably in a contact center environment required

1+ year(s) of experience multi-tasking in a fast-paced environment required

1+ year(s) of experience with medical insurance, coding, or billing in a professional environment preferred

Knowledge of collections industry, healthcare revenue cycle, and medical insurance and billing processes and terminology, and healthcare administration required

Knowledge of the industry’s federal, state, and local laws and regulations preferred

Engages in active listening with callers, confirming or clarifying information and diffusing conflict.

•Outstanding business development and relationship management skills. Proven ability to establish and execute a sales strategy.

The company offers a compelling benefits and perks package, including:

•Effectively articulate the investment philosophy and strategy of various investment offerings to existing and prospective investors.

•Highly collaborative among other Clairmont business groups – Investments, Finance, Underwriting, Capital Markets, Legal & Compliance, etc.

• Experience in CRM platforms/software.

Mentorship by highly regarded Finance / Private Equity figureheads

Excellent project and time management skills.

Effectively and creatively manage the client schedule to reduce drop-offs and keep vacancy rate low

Answer incoming client calls and successfully lead them through our discovery, education, and booking process

1 year of experience preferred – willing to accept entry level roles for motivated candidates

Excellent verbal communication skills on the phone and in person.

A deep passion for creating a truly “memorable” client experience.