Multi-Lingual Relationship Management

Client Service
Full-time

Private Wealth Systems is seeking highly motivated and enthusiastic Relationship Managers to join our growing client services team. You will have the opportunity to have immediate impact and visibility across the company as we seek to find continual improvements in efficiency, productivity and client satisfaction. You will be part of the team that is reinventing and redefining investment reporting for the 13.7 million high net worth individuals and their advisors who manage $52.6 trillion in private wealth. You will help bring transparency to an opaque industry and enable smarter, more engaged communications and interactions between sophisticated investors and their advisors so they can manage their wealth with greater purpose. Make no mistake, what you do matters, which is why we want and need the best and brightest individuals who want to make a difference. Come join the best team in financial technology!

Responsibilities

    • Communicate with clients by telephone, email or in person to address any questions or concerns.
    • Act as the liaison between clients and the company.
    • Coordinate and conduct quarterly review meetings with clients.
    • Create quality control processes to minimize client concerns.
    • Assist with client enrollment and collecting any required information regarding matters that require further attention.
    • Maintain records of all transactions and interactions made with customers.

Requirements

    • Associates or Bachelor's degree.
    • Working knowledge of financial markets and investment instruments.
    • Sophisticated presentation skills.
    • Good conflict training, analytical skills, problem-solving skills, and organizational skills.
    • Ability to work with highly sophisticated investors and advisors.
    • Multi-tasking skills with an ability to meet established deadlines.
    • Willing to tackle any relevant customer service training.
    • Fluent in English and one or more of the following; Spanish, Portugese, French, Italian, German, Mandarin

Private Wealth Systems is the industry defining financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed by the 13.7 million high net worth investors, and their advisors, who control $52.6 trillion in global private wealth. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding of the drivers of risk and return across all of their investments, regardless of complexity, asset class, or entity structure. The company’s multi-asset, multi-custodial, multi-currency performance reporting platform provides account aggregation, data normalization, performance calculation, and client reporting that transcends all levels of wealth. Unlike any investment reporting system today Private Wealth Systems is purpose built to support the highest levels of financial complexity – supporting all asset classes, all custodians, all managers and sub-managers, all currencies, and all complex ownership structures – but scale to transcend all levels of wealth – providing the precision of a family office solution with the performance of an enterprise banking platform. A simple touch on your mobile device and you have absolute control and oversight over your entire wealth with reporting that is as personalized as you are. Experience the power of reporting precision. ONE TOUCH > TOTAL CONTROL