Client Service Specialist

1 semana atrás


Porto Alegre, Rio Grande do Sul, Brasil Yieldstreet Tempo inteiro
About the Role

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
Requirements:
  • 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
About Yieldstreet

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


  • Porto Alegre, Rio Grande do Sul, Brasil Tbwa ChiatDay Inc Tempo inteiro

    Role OverviewAs a Specialist with the Private Client Group at Yieldstreet, you will be part of a fast-growing team, working closely with client consultants to manage the servicing needs of high-net-worth clients. Your experience in delivering exceptional service and effective communication will be essential in building and nurturing client relationships.Key...


  • Porto Alegre, Rio Grande do Sul, Brasil Yieldstreet Tempo inteiro

    About the RoleAs a key member of the Private Client Group (PCG) 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 work closely with PCG's client consultants to manage the servicing needs of these clients, ensuring their needs are met and exceeded. You will be...


  • Porto Alegre, Rio Grande do Sul, Brasil Yieldstreet Tempo inteiro

    About the RoleAs 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...


  • Porto Alegre, Rio Grande do Sul, Brasil Tbwa ChiatDay Inc Tempo inteiro

    About the RoleWe are seeking a highly skilled Client Specialist to join our Private Client Group at Yieldstreet. As a key member of our team, you will be responsible for delivering exceptional service to our high-net-worth clients, working closely with our client consultants to manage their servicing needs.Key ResponsibilitiesBuild and nurture client...


  • Porto Alegre, Rio Grande do Sul, Brasil Xerox Corporation Tempo inteiro

    Job Title: Print Operations SpecialistXerox Corporation is seeking a skilled Print Operations Specialist to join our team. As a key member of our service delivery team, you will be responsible for providing exceptional print services to our clients.Key Responsibilities:Operate and maintain print devices to ensure high-quality output and meet customer...


  • Porto Alegre, Rio Grande do Sul, Brasil Tbwa ChiatDay Inc Tempo inteiro

    About the RoleWe are seeking a highly skilled Client Specialist to join our Private Client Group at Yieldstreet. As a key member of our team, you will be responsible for delivering exceptional service to our high-net-worth clients, working closely with our client consultants to manage their servicing needs.Key ResponsibilitiesCollaborate with...

  • Support Specialist

    Há 4 horas


    Porto Alegre, Rio Grande do Sul, Brasil 1200 Kyndryl Brasil Servicos Limitada Tempo inteiro

    About UsKyndryl is a leading provider of IT services and solutions. We design, build, and manage mission-critical technology systems that power the world's most important businesses.The RoleWe're seeking a skilled and empathetic Support Specialist to join our team. As a Support Specialist, you will provide exceptional customer service, troubleshoot and...


  • Porto Alegre, Rio Grande do Sul, Brasil The Goddard School of Macomb , MI Tempo inteiro

    Job Title: Network Operations Center SpecialistWe are seeking a highly skilled Network Operations Center Specialist to join our team at The Goddard School of Macomb, MI. As a Network Operations Center Specialist, you will be responsible for monitoring and maintaining the high-performance services that support our financial market operations.Key...


  • Porto Alegre, Rio Grande do Sul, Brasil Tbwa ChiatDay Inc Tempo inteiro

    Unlock Your Potential as a Client SpecialistAs a key member of our Private Client Group, you will play a vital role in delivering exceptional service to our high-net-worth clients. With a strong focus on building and nurturing relationships, you will be responsible for managing client needs, maintaining accurate data in Salesforce, and gathering valuable...

  • Support Specialist

    4 semanas atrás


    Porto Alegre, Rio Grande do Sul, Brasil 1200 Kyndryl Brasil Servicos Limitada Tempo inteiro

    About the RoleWe are seeking a highly motivated and empathetic individual to join our team as a Support Specialist. As a key member of our support team, you will be responsible for providing exceptional customer service and technical support to our clients.Key ResponsibilitiesProvide technical support and guidance to clients on the use of various products,...

  • Legal Operations Specialist

    4 semanas atrás


    Porto Alegre, Rio Grande do Sul, Brasil Grupo RBS Tempo inteiro

    Descrição do CargoO Grupo RBS está procurando por um profissional experiente para atuar como Legal Operations Specialist. Nesta função, você será responsável por negociar e gerenciar as relações com escritórios de advocacia externos, fornecedores de tecnologia legal e outros serviços jurídicos.Você também será responsável por desenvolver e...


  • Porto Alegre, Rio Grande do Sul, Brasil Its Customer Service Tempo inteiro

    Descrição da VagaEstamos procurando por um profissional dinâmico e comunicativo para atuar como Operador de Suporte ao Cliente em nossa equipe de atendimento ao cliente. O candidato ideal terá habilidades excepcionais de comunicação, seja verbal ou escrita, e será capaz de lidar com clientes de diferentes perfis e necessidades.Principais...

  • Food Safety Specialist

    4 semanas atrás


    Porto Alegre, Rio Grande do Sul, Brasil AJC International, Inc. Tempo inteiro

    Job Summary:AJC International, Inc. is seeking a highly motivated and detail-oriented Food Safety Specialist to join our team. In this role, you will be responsible for ensuring the quality and safety of food commodities across various regions worldwide.Key Responsibilities:Conduct audits of meat products in the U.S., Mexico, Brazil, Argentina, and Chile to...

  • Oracle Retail Specialist

    3 semanas atrás


    Porto Alegre, Rio Grande do Sul, Brasil Wipro Tempo inteiro

    Join Wipro's Team as a Retail Oracle SpecialistWe are a leading global technology services company, present in over 69 countries with a team of over 220,000 employees. Our clients include some of the world's largest companies, and we serve over 1500 customers through our comprehensive portfolio of services.We are seeking experienced professionals to work on...


  • Porto Alegre, Rio Grande do Sul, Brasil Sap Tempo inteiro

    Senior Quality Specialist**Bring out your best**We're seeking a highly skilled Senior Quality Specialist to join our team. As a key member of our Quality Management team, you will be responsible for ensuring the highest quality standards are met in our products and services.**Key Responsibilities:**Plan and execute quality assurance and quality control...

  • Food Safety Specialist

    2 semanas atrás


    Porto Alegre, Rio Grande do Sul, Brasil AJC International, Inc. Tempo inteiro

    Job Summary: AJC International, Inc. is seeking a highly motivated and experienced Food Safety and Quality Assurance Specialist to join our team. In this role, you will be responsible for ensuring the quality and safety of food commodities across various regions worldwide. Key Responsibilities: Conduct audits of meat products in the U.S., Mexico, Brazil,...


  • Porto Alegre, Rio Grande do Sul, Brasil Grupo RBS Tempo inteiro

    Descrição do CargoEstamos procurando por um profissional experiente e motivado para ocupar o cargo de Legal Operations Specialist no Grupo RBS. Nesta função, você terá a oportunidade de trabalhar em uma equipe dinámica e colaborativa, contribuindo para o sucesso da nossa empresa.ResponsabilidadesNegociar e gerenciar as relações com escritórios de...


  • Porto Alegre, Rio Grande do Sul, Brasil Vivo - Telefônica Brasil Tempo inteiro

    Na Gerência de Serviços ao Cliente O&M Sul, a missão é gerenciar a implantação e a manutenção da Planta Interna da regional Sul, garantindo a qualidade do serviço entregue aos clientes internos e externos.Responsabilidades principais:Implantação e manutenção da infraestrutura de serviços ao cliente.Localização: Porto Alegre/RSRequisitos:...


  • Porto Alegre, Rio Grande do Sul, Brasil Upper Service Tempo inteiro

    Lider Externo – Serviços/ManutençãoAtribuições:Fiscalização de postos de trabalhoEntrega de EPIsAtendimento a colaboradoresObserved necessidade de compras de materiaisRelatório de vistoria de limpezaRealização de cronogramas de limpezaRealização/montagem de substituições e escalasEntrega de documentos mensaisColeta de assinaturasApoio na...

  • ServiceNow / CMDB Specialist

    2 semanas atrás


    Porto Alegre, Rio Grande do Sul, Brasil Wipro Tempo inteiro

    Job Title: ServiceNow / CMDB SpecialistWe are a leading global technology services company, present in over 69 countries with a team of over 220,000 employees working on six continents. We are technological partners of the largest companies in the world and proudly serve over 1500 customers through a vast and complete portfolio.Key Responsibilities:Manage...