Portfolio Manager
Portfolio Manager
Posted on :
11-10-2024
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1 Vacancy
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Job Description
4Sight Search Solutions is currently recruiting a Portfolio Manager for a leading provider of factoring solutions dedicated to empowering businesses across industries to thrive by optimizing their cash flow. They specialize in providing tailored financial solutions to meet the unique needs of their clients enabling them to unlock liquidity and fuel growth opportunities.
This is a great career opportunity for someone who is energetic and passionate about their work and enjoys learning while being challenged. If words like driven multitasker customer focused collaborative relationship building and growth describe you this could be the role for you.
Sector and financial product experience while an asset is not necessarily required as training is provided.
Hours of Work:
May vary from 7:30am4:30pm or 8:30am5:00pm Monday to Friday (40 hours per week).
Rate of Pay:
$47000 $60000 per year (depending upon experience) bonus (after probation period)
Key Tasks and Responsibilities:
- Collaborating with other Account Executives (or Assistants) in developing and maintaining strong relationships with a diverse portfolio of clients to increase use of products and services.
- Direct and assist clients with daily funding responding to emails phone calls numerous concurrent inquiries with accurate and detailed information.
- Through the company training program developing an understanding of the invoice factoring service and related products to explain and promote effectively to customers.
- Efficiently performing the administration and paperwork for completed or in progress transactions.
- With a strong attention to detail reviewing documents for accuracy.
- Completing credit checks and making collection calls as required.
Requirements
- Minimum of 13 years account executive or related experience with proven ability to generate satisfied customers and repeat business.
- A background in business or finance is a strong asset.
- Dynamic and driven to achieve results in a must.
- IT literate and numerically adept.
- Willing/eager to learn and develop basic knowledge of the financial sector as well as company specific products.
Benefits
- Room to grow within the company and develop your career further.
- Competitive wages based upon experience.
- The tools and technology needed to do the job to the best of your ability.
- Collaborative fun and easygoing type of environment.
- Full benefits package (extended health care dental vision and life)
- Free parking
Other companies may call this role:
Sales Executive
Account Manager
Inside Sales Representative
If the above description appeals to you and you are hardworking driven to learn and customerdriven with a record of results the Portfolio Manager role may be for you. CLICK APPLY below!
We thank all who apply for this position. We commit to "communicate quickly communicate often and communicate well". All applicants will be contacted within 5 business days.
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We value diversity!! We recruit hire and promote both internally and to our clients without regard to race national or ethic origin colour age religion sex sexual orientation gender identity or expression marital status family status genetic characteristics or disability. Accommodations are available for candidates during all aspects of the selection process. IND1
Minimum of 1-3 years account executive or related experience with proven ability to generate satisfied customers and repeat business. A background in business or finance is a strong asset. Dynamic and driven to achieve results in a must. IT literate and numerically adept. Willing/eager to learn and develop basic knowledge of the financial sector, as well as company specific products.
Education
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Employment Type
Full Time
Key Skills
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