Client Service Specialist
1 semana atrás
As a key member of the Private Client Group at Yieldstreet, you will be part of a dynamic team that delivers exceptional service to high-net-worth clients. Your primary responsibility will be to build and maintain strong relationships with clients, providing them with tailored solutions to meet their investment needs. You will work closely with cross-functional teams to identify opportunities and develop strategies to drive client growth and satisfaction.
Key Responsibilities:- Develop and execute client engagement plans to increase assets under management
- Collaborate with investment managers to identify opportunities and develop investment strategies
- Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner
- Work closely with the sales team to identify new business opportunities and develop relationships with potential clients
- Stay up-to-date on industry trends and developments, applying this knowledge to drive business growth and client satisfaction
- Bachelor's degree in a relevant field, such as finance, business, or economics
- 2+ years of experience in a client-facing role, preferably in the financial services industry
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines
- Intellectual curiosity and a passion for learning, with a desire to stay up-to-date on industry trends and developments
Yieldstreet is a leading private market investment platform that provides investors with access to a wide range of alternative investment opportunities. Our team is composed of experienced professionals who are passionate about delivering exceptional service to our clients. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.
What We Offer:- Competitive compensation packages, including equity
- Healthcare reimbursement and wellness programs
- Unlimited PTO and flexible work arrangements
- Opportunities for professional growth and development
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