Portfolio Manager

2 weeks ago

Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time
Job Description

4Sight Search Solutions Inc. is seeking a highly motivated and results-driven Portfolio Manager to join their 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 to develop and maintain strong relationships with clients.
  • Direct and assist clients with daily funding, responding to emails, phone calls, and 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 and completeness.
  • 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.
  • 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, including extended health care, dental, vision, and life insurance.
  • Free parking.

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