Portfolio Management Professional
6 days ago
We are seeking a skilled 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, increasing their use of products and services.
The ideal candidate will have a minimum of 1-3 years' experience in account management or a related field, with a proven ability to generate satisfied customers and repeat business. A background in business or finance is also desirable.
The successful candidate will be dynamic, driven, and IT literate, with excellent communication and problem-solving skills. They will be eager to learn and develop basic knowledge of the financial sector, as well as company-specific products.
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.
- Develop an understanding of the invoice factoring service and related products through the company training program.
- Perform administration and paperwork for completed or in progress transactions.
- Review documents for accuracy and completeness.
- Minimum of 1-3 years' experience in account management or a related field.
- A background in business or finance is desirable.
- Dynamic, driven, and IT literate with excellent communication and problem-solving skills.
- Competitive salary based on experience: $47,000 - $60,000 per year.
- Bonus after probation period.
- Full benefits package including extended health care, dental, vision, and life insurance.
- Free parking.
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Strategic Portfolio Manager
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