Sr. Client Relationship Associate

Caliber The Wealth Development Company

  • Scottsdale, AZ
  • Permanent
  • Full-time
  • 23 days ago
  • Apply easily
Caliber is looking for a customer-service obsessed professional with experience in alternative investments to join our Investor Services team locally in Scottsdale, AZ. This is a full-time, in-office position, as it requires frequent communication with our team and our valued clients. The right candidate will bring a customer-centric and concierge approach to servicing our investors and will take pride in providing white glove service to investors and internal team member partners.Essential Functions for this Role:
  • Provide white glove customer service to investors and potential investors by walking alongside them through the investment process start to finish, acting as their trusted resource
  • Answering incoming calls and emails from investors within the service level standards of Caliber
  • Guide new investors through the full onboarding process, including KYC/AML documentation and investor accreditation verification
  • Develop long-term relationships with investors by providing consistent, value-added support and communication
  • Maintain investor account and prospect contact information, investment activity and private offering details in the Client Relationship Database (CRM)
  • Process investor subscriptions through our managing Broker-Dealer, including working with custodians for IRA investments, transfer agents, selling group members, Broker-Dealers representatives and Registered Investment advisors
  • Service investor requests and questions through providing exemplary customer support
  • Facilitate investor communications and reporting
  • Provide information for SEC Form D, State Blue Sky filings, pipeline and due diligence reporting to internal and external partners
  • Complete ad hoc reporting requests to internal departments such as accounting, financial reporting and tax
  • Complete annual Fair Market Valuation requests from IRA Custodians
  • Identify and implement improvements in investor service workflows, documentation, and communication practices
  • Document best practices and standard operating procedures (SOPs) for investor services team members
  • Attending Corporate events as needed
  • Other job duties as assigned
Ideal Qualifications Include:
  • Bachelor's degree in Finance, Business Administration, or related field, or equivilent work experience
  • 5+ years of Financial Services operational experience
  • 5+ years of high-touch customer service experience
  • Experience with alternative investments is required
  • Experience working with Registered Investment Advisors is a plus
  • Experience in CRM Systems is required – HubSpot experience is a big plus
  • Must be proficient in Microsoft Office 365 and DocuSign
  • Dynamic thinker who works outside of the box to solve problems
  • Ability to take initiative and be a self-starter
  • Experience handling high volume requests, varying tasks and prioritization
  • Organized, detailed oriented, ability to work under pressure and customer focused
Physical Demands: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The team member frequently communicates with internal team members, investors and vendors. Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery such as a copy machine and printer. Occasionally moves items up to 50 lbs. for various projects.Who we are: Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.Our Why: Caliber grows the wealth of good people to create a better world.Our Vision: We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated by our vertically integrated business model.Our Core Values: Authenticity & Transparency | Compassion & Service | Vision & AgilityWhat we offer: Caliber offers benefits and perks such as-
  • Flexible Paid Time Off
  • Volunteer Paid Time Off
  • 11 Paid Holidays
  • 401k
  • Company Bonus Program
  • Pet Discount Program
  • Medical Insurance – Company pays employee monthly premium
  • Vision Insurance
  • Dental Insurance
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
  • Company paid life insurance
  • Company paid Short Term Disability
  • Additional voluntary life insurance options
  • Long Term Disability options
  • Tuition Assistance Program
Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities (“EEO”) to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law.#LI-OnsitePowered by JazzHR

Caliber The Wealth Development Company