Client Services Associate
Cole Capital Advisors - Phoenix, AZ

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A successful Client Services Associate will be responsible for investor service, asset retention, strengthening the Cole brand, and investor satisfaction as part of a client service team. The position will be a first contact point for Cole investors and advisors and will work with the Client Services team, Sales and other Departments on investor issues.

Responsibilities will include:
  • Maintain and strengthen relationships with investors and advisors mainly through service interactions
  • Support the Operations and Relationship Management teams in their daily operations
  • Consult with operations, internal and external sales, and executive team on investor issues
  • Handle all in‐bound investor and advisor service phone traffic
  • Instigate out‐bound calls for operational issues,preventative measures,red flags and client follow‐up
  • Support the sales structure and delivery of products for all customers to ensure world class customer service
  • Propose new ideas to senior management to enhance relationship with the investor or fulfill the investors’ and advisors’ short andlong‐term expectations
  • Identify areas of opportunity to enhance investor and advisor experience
  • Develop the investor and advisor service strategy to support the growth of the business
  • Perform a variety of tasks; a wide degree of creativity and latitude is expected
  • Minimum of 2 years of experience within a service or client support role
  • Strong analytical, organizational and time management skills
  • High energy,self-motivated and confident
  • Solid understanding of the REIT industry,transfer agents, brokerage account types and practices as well as a solid securities brokerage background
  • Experience working with high‐endservice
  • Customer service driven with impeccable communication and organizational skills
  • Ability to effectively manage multiple projects, prioritize, be detail‐oriented and meet deadlines
Education and Professional Designations:
  • Bachelor’s degree required

We will offer a competitive package based on experience and qualifications.

Cole Capital Advisors - 21 months ago - save job