Client Manager

IMMIGRANT INVEST; Poland; Remote; PLN 181,000 - 254,000; Full time

Job summary

A leading investment advisory firm is seeking a Client Manager to manage client relationships and ensure compliance with investment programs. The role requires fluency in English, organizational skills, and proficiency with management software. The position primarily allows remote work and offers various employee benefits including paid leave and corporate training opportunities.

Benefits

Paid leave

Sick leave

Corporate training

Development opportunities

Qualifications

• Fluency in English; Russian language is a plus.
• Experience in office/client management or legal assistance is an advantage.
• Proficiency with client management software and databases is essential.

Responsibilities

• Manage client relationships and advise on investment programs.
• Handle documentation and communications with clients.
• Utilize software tools to manage workflows efficiently.
• Ensure high customer satisfaction through professional service.

Skills

Fluency in English

Strong organizational and time management abilities

Excellent communication and interpersonal skills

Detail-oriented

Education

Higher education in law, finance, business, or related field

Tools

ASANA

TaskRay

Salesforce

Job description

Immigrant Invest is an international company and an official authorized representative for citizenship and residency by investment programs in the European Union, the Caribbean, Vanuatu, and others, with more than 15 years of expertise in the field. We support our clients throughout the entire process of obtaining their citizenship and residency by investment.

Our offices are located in Austria, Malta, Portugal, Hungary and the UAE, but we are hiring worldwide.

We are currently seeking a dedicated and enthusiastic Client Manager to join our team. Main role responsibilities include:

• Manage client relationships by advising on investment programs, processing applications, and ensuring compliance with regulations
• Handle documentation, meetings, and communications with high-net-worth clients
• Maintain organized records and oversee administrative tasks
• Coordinate projects and support executives and teams in daily operations
• Utilize ASANA, TaskRay, and Salesforce to manage workflows efficiently
• Ensure a high level of customer satisfaction through professional service

Requirements

• Fluency in English (fluency in Russian would be beneficial for Georgia and Poland)
• Higher education (or ongoing studies) in law, finance, business, or a related field, or previous work experience in these areas
• Experience in office management, client management, or legal assistance is a strong advantage
• Familiarity with legal and compliance responsibilities in the investment immigration industry is preferred
• Strong organizational and time management abilities
• Excellent communication and interpersonal skills to interact with clients and team members professionally
• Detail-oriented with the ability to handle sensitive information with discretion
• Proficiency in computer skills, including client management software and databases
• Ability to work independently and collaboratively within a team

Benefits

• Work hours: 40 hours per week
• Workplace: Primarily work from home, with potential travel
• Employee benefits: Paid leave, sick leave, corporate training, and development opportunities
• Organizational conditions: Access to necessary tools and resources, such as a computer, client management software, and databases