Portfolio Executive

1 month ago

Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time
Job Title: Portfolio Manager

4Sight Search Solutions Inc. is seeking a highly motivated and results-driven Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for developing and maintaining strong relationships with a diverse portfolio of clients to increase use of products and services.

Key Responsibilities:
  • Collaborate with other Account Executives (or Assistants) to develop and maintain strong relationships with clients.
  • Direct and assist clients with daily funding, responding to inquiries, and providing accurate and detailed information.
  • Develop an understanding of the invoice factoring service and related products to effectively explain and promote to customers.
  • Efficiently perform administration and paperwork for completed or in progress transactions.
  • Review documents for accuracy and completeness.
  • Complete credit checks and make collection calls, as required.
Requirements:
  • Minimum of 1-3 years account executive or related experience with a proven ability to generate satisfied customers and repeat business.
  • A background in business or finance is a strong asset.
  • Dynamic and driven to achieve results.
  • IT literate and numerically adept.
  • Willing to learn and develop basic knowledge of the financial sector and company-specific products.
Benefits:
  • Room to grow within the company and develop your career further.
  • Competitive wages based on experience.
  • The tools and technology needed to do the job to the best of your ability.
  • Collaborative, fun, and easy-going work environment.
  • Full benefits package (extended health care, dental, vision, and life).
  • Free parking.

We value diversity and are committed to creating an inclusive work environment. We recruit, hire, and promote without regard to race, national or ethnic origin, colour, age, religion, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, or disability. Accommodations are available for candidates during all aspects of the selection process.

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