Portfolio Manager

4 weeks ago


Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time
We are seeking a highly motivated and results-driven Portfolio Manager to join our team at 4Sight Search Solutions Inc. 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 emails, phone calls, and numerous concurrent inquiries with accurate and detailed information
* Develop an understanding of the invoice factoring service and related products to explain and promote effectively to customers
* Efficiently perform administration and paperwork for completed or in progress transactions
* Review documents for accuracy
* Complete credit checks and make collection calls as required

Requirements:

* Minimum of 1-3 years account executive or related experience with proven ability to generate satisfied customers and repeat business
* 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
* 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

If you are a motivated and results-driven individual with a passion for finance and customer service, we encourage you to apply for this exciting opportunity.

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