Client Portfolio Manager
4 weeks ago
This is an in-office position that provides exceptional customer service while managing a portfolio of clients, prioritizing customer satisfaction and retention.
- Create revenue within a specified client base.
- Ensure clients are informed of account issues and provide comprehensive onboarding and follow-ups.
- Meet or exceed weekly goals for additional compensation opportunities.
- Foster deep client relationships and provide tools and services.
- Promote a positive and supportive environment committed to the success of the department and company.
Personal Attributes & Requirements:
- Excellent customer service and people skills.
- Outstanding communication skills.
- High-level problem solver and multi-tasker.
- High level of attention to detail.
- Dependable with exceptional attendance and time management skills.
- Flexible and highly self-motivated team player.
Qualifications, Education & Special Requirements:
- High School Diploma or equivalent.
- Industry knowledge of transportation, factoring, and finance preferred.
- Bilingual (Spanish/English) preferred.
- Strong knowledge of Microsoft Office programs.
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