Investor Services Account Manager - Remote Work Opportunity

  • 2401 Kerner Blvd, San Rafael, CA 94901, USA
  • Employees can work remotely
  • Full-time

Company Description

Phoenix American Incorporated is made up of a diversified group of companies providing financial services to clients since 1972.  Our Financial Services Company is a registered transfer agent with the SEC and has administered millions of investments for hundreds of funds.  We are a leader in the field of securitization administration and accounting managing over $14 billion of aviation assets at original issuance.  We have a reputation for excellence providing distinctive quality, superior technology and committed customer service to our clients for more than forty years.

Job Description

The Account Manager (AM) will be the main contact, liaison and decision maker for multiple Non-Traded Alternative Investment clients.  They are responsible for clients shareholder investment administration needs and will monitor and prioritize client workload and review large financial disbursements, client correspondence and billing.  They ensure all projects and processes are being handled properly for their clients and will write work orders for additional services.  They will be responsible for all of the back office operations needs for clients and will troubleshoot and escalate problems as needed.  The AM assists with establishing procedures and ensures process documentation is kept up to date.  They work directly with upper level management in support of business development and client retention efforts.  They also work with programmers to develop system enhancements to keep up with client needs.

Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Strong client service skills meeting the needs of internal/external clients required
  • Strong communication skills, with the ability to effectively communicate across multiple departments and technical teams
  • Knowledge of investment fund life cycles and fund administration services including subscription agreements, commissions, distributions, title transfers, redemptions, and bank reconciliations in accordance with SEC regulations
  • Excellent organizational skills with ability to multi-task, meet deadlines and quickly adapt to change
  • Must be proficient in Microsoft Word, Excel & Outlook and understand technical information
  • Knowledge of Financial Service


REQUIREMENTS:

  • BS degree or 2 years related experience preferred
  • 2+ years client management experience
  • 1-2 years fund administration experience a plus
  • Experience working in a Broker Dealer environment preferred

Additional Information

EQUAL OPPORTUNITY EMPLOYER

All your information will be kept confidential according to EEO guidelines.