Relationship Manager
ESOPX · Knoxville, Tennessee, United States · 1 mo ago
Business DevelopmentFull-time
Responsibilities
- Respond promptly to customer inquiries received via phone, email, and messaging channels regarding the purchase and sale of shares, account information, transaction details, and other finance-related topics.
- Leverage in-depth knowledge of financial concepts, investment products, policies, and procedures to provide accurate and tailored advice to clients.
- Maintain a professional and courteous manner while effectively communicating complex information to customers with varying levels of financial literacy.
- Document all client interactions thoroughly and follow up on any outstanding issues until they are resolved satisfactorily.
- Access and monitor designated WhatsApp channels to ensure timely responses to inquiries across multiple communication platforms.
- Collaborate with internal teams to escalate complex issues and gather necessary information to address customer concerns comprehensively.
Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field is preferred.
- Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
- Exceptional verbal and written communication skills with the ability to explain financial concepts clearly and concisely.
- Comprehensive knowledge of investment products, financial markets, and associated regulations.
- Strong problem-solving skills and the ability to remain composed under pressure while managing multiple tasks.
- Proficiency in using customer relationship management (CRM) software and other relevant technologies.
- Availability to work rotating shifts: either 9 AM to 8 PM or 11 AM to 10 PM to accommodate customer inquiries during extended hours.
Pay
Salary: 20k per month plus variables.
Benefits
We offer a competitive compensation package along with opportunities for professional growth and development.
Industry
Financial Services
Employment Type
Full-time
Please apply through the given link: https://my.redrob.io/jobs/6675256b28f538f29791975b