Customer Experience Manager

We are a leading portfolio management business dedicated to providing exceptional service to our clients. Our mission is to ensure our clients receive the highest level of support and communication, helping them achieve their financial goals with confidence.

Job Description:
We are seeking a dedicated and experienced Customer Experience Manager to join our team. In this role, you will be responsible for overseeing all email communication with our business members, sending monthly updates, updating customer accounts, and managing customer outreach for our stores. Your primary goal will be to enhance the overall customer experience and ensure all client inquiries and issues are addressed promptly and effectively.

Responsibilities:
Oversee and manage all email communication with business members, ensuring timely and professional responses.
Send monthly updates to clients, providing them with the latest information and insights related to their portfolios.
Update and maintain customer accounts, ensuring all information is accurate and up-to-date.
Handle client inquiries and issues, providing solutions and support to enhance customer satisfaction.
Manage customer accounts outreach, identifying opportunities to improve client engagement and retention.
Utilize VPN as necessary to manage communications and account updates securely.
Collaborate with owner and president of operations to address client needs and improve service delivery.
Generate reports on customer feedback, communication metrics, and account updates to provide insights to the management team.

Qualifications:
Proven experience in customer service or customer experience management, preferably in the financial or portfolio management sector.
Excellent email communication skills, with the ability to convey information clearly and professionally.
Strong organizational skills and attention to detail.
Ability to handle client issues and questions with patience and empathy.
Experience with VPN usage is a plus.
Proficiency in using CRM software and other relevant tools.
Ability to work independently and manage multiple tasks simultaneously.
Strong problem-solving skills and a proactive approach to customer service.

What We Offer:
Competitive salary and benefits package.
Flexible working hours and remote work environment.
Opportunities for professional growth and development.
A supportive and collaborative team culture.

How to Apply:
If you are passionate about providing exceptional customer experiences and have the skills to manage client communications and accounts effectively, we would love to hear from you!