Client Relations Specialist

2 weeks ago


Casper, Wyoming, United States Phoenix Capital Group Holdings LLC Full time
Job Overview

Phoenix Capital Group Holdings LLC is seeking a highly skilled Client Relations Specialist to join our team. As a key member of our Investor Relations team, you will be responsible for fostering strong relationships with current and prospective investors.

Key Responsibilities:

  • Develop and maintain relationships with investors through effective communication and issue resolution.
  • Collaborate with the Investor Relations and Capital Markets teams to ensure seamless investor experience.
  • Provide timely and accurate updates on account status and investor inquiries.
  • Utilize Salesforce and other management platforms to generate documents and track investor data.

Requirements:

  • Proven customer service and relations experience.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Experience with Salesforce or similar CRM software.

Preferred Qualifications:

  • Administrative experience.
  • Phone experience.
  • BS/BA degree in a related field.

Phoenix Capital Group Holdings LLC is an equal opportunity employer and welcomes applications from diverse candidates.



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