Portfolio Representative C.H. Robinson Atlanta Georgia
Overview
We seek a skilled Portfolio Representative to manage client portfolios in an onsite location. This role involves working closely with clients to understand their needs and provide tailored investment solutions. The ideal candidate will demonstrate expertise in portfolio management and possess strong communication skills.
What You'll Do11
- 1Build and maintain client relationships through regular communication
- 2Design investment strategies aligned with client goals
- 3Scale portfolio recommendations based on market trends
- 4Drive client satisfaction through personalized service
- 5Own the end-to-end process of portfolio maintenance
- 6Scale client acquisition efforts through proactive outreach
- 7Debug investment issues and resolve client concerns
- 8Lead teams in delivering exceptional customer experiences
- 9Ship customized financial plans to meet client objectives
- 10Own the delivery of investment services
- 11Analyze performance metrics to improve portfolio outcomes
Requirements10
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons managing client accounts
- 3Proven ability to analyze complex data sets
- 4Strong understanding of investment principles
- 5Excellent written and verbal communication skills
- 6Ability to work in a fast-paced environment
- 7Experience with CRM systems
- 8Certification in financial planning
- 9Knowledge of tax implications for investments
- 10Familiarity with portfolio management software
Salary Insight
$52 - $64k per year
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