Portfolio Manager
4 weeks ago
Pacific Rim Capital, Inc. is seeking a highly organized and results-driven Portfolio Specialist to join our growing team. As a Portfolio Specialist, you will be responsible for providing world-class customer service to our clients, ensuring service levels remain high and continuously improve.
Key Responsibilities:
- Perform all day-to-day communications with PRC's clients to ensure service levels remain high and continuously improve.
- Accurately track and facilitate transactions for internal and external customers.
- Facilitate and drive discussions with other PRC departments to enhance the customer experience.
- Respond to all internal and external requests within the Service Level Agreement (SLA).
- Document and maintain account nuances for each assigned account.
- Ensure a positive working relationship is established with every client.
- Manage transactions based on established Service Level Agreements (SLA) and Key Performance Indicators (KPI).
- Escalate transactions if there is a concern a timeline will not be met.
Requirements:
- 4-year degree or relevant experience.
- 1-2 years of customer service experience.
- Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook).
- Bilingual Spanish/English is required.
What We Offer:
- Competitive salary.
- Benefits include medical, dental, vision, life insurance, and 401(k) with match.
- Paid holidays and accrued PTO (paid time-off).
- Advancement opportunities within and outside the department.
- Beautiful Irvine office space with sit/stand desks and bright, open work environment.
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