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Client Success Representative

PPR Capital Management

Wayne (PA)

On-site

USD 50,000 - 70,000

Full time

2 days ago

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Job summary

A leading investment management firm is seeking a Client Success Representative to enhance investor relations and maintain strong communication with stakeholders. This entry-level role requires exceptional organizational skills and a detail-oriented approach, making it critical for driving success within the firm. The position involves managing leads, facilitating investor onboarding, and maintaining documentation accuracy, while providing an outstanding experience for investors.

Qualifications

Proven experience in investor relations within the private equity real estate sector.
Experience with phone sales and handling high volume of calls.
Willing to travel as needed.

Responsibilities

Responsible for daily communications to Marketing Qualified Leads (MQLs).
Act as a primary point of contact for investors.
Facilitate the onboarding process for new investors.

Skills

Communication skills

Detail-oriented

Organizational skills

Education

Bachelor's degree in finance, business, or a related field

Tools

Hubspot

Microsoft Office Suite

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As a Client Success Representative you will be an integral part of our investor relations team, fostering strong relationships with investors and ensuring seamless communication between the firm and its stakeholders. This role requires a detail-oriented individual with exceptional communication skills and a deep understanding of private equity real estate dynamics.

Key Responsibilities:

Lead Management

Responsible for daily communications to Marketing Qualified Leads (MQLs)
Texting, emailing, phone calls to drive and convert MQLs to Sales Qualified Leads (SQLs)
Primary focus on setting appointments for Relationship Managers (RMs)

Investor Communication:

Act as a primary point of contact for investors, addressing inquiries, providing updates, and ensuring a high level of investor satisfaction.
Regularly communicate fund performance, investment strategies, and any relevant updates to investors.

Documentation Management:

Oversee the efficient management of investor documentation, including subscription agreements, investor updates, and regulatory compliance documents.
Ensure accuracy and completeness of investor records, maintaining confidentiality and security.

Reporting and Analysis:

Generate and distribute periodic reports to investors, summarizing fund performance, financial metrics, and other relevant information.
Collaborate with internal teams to gather necessary data for reporting purposes.

Investor Onboarding and Accreditation:

Facilitate the onboarding process for new investors, guiding them through required documentation and accreditation procedures.
Work closely with legal and compliance teams to ensure adherence to regulatory standards.

Meeting Coordination:

Assist in organizing and coordinating investor meetings, including annual meetings, conference calls, and special presentations.
Prepare materials and presentations for investor meetings.

Database Management:

Utilize Hubspot to maintain accurate and up-to-date investor information.
Collaborate with IT and data management teams to enhance database functionality.

Relationship Building:

Cultivate and nurture positive relationships with investors, addressing their needs and concerns in a professional and timely manner.
Collaborate with the broader team to enhance the overall investor experience.

Qualifications:

Bachelor’s degree in finance, business, or a related field.
Proven experience in investor relations within the private equity real estate sector.
Strong understanding of real estate investment principles and financial concepts.
Experience with phone sales and handling a high volume of inbound and outbound calls.
Willing to travel as needed to participate in conferences and promote the firm.
Excellent verbal and written communication skills.
Proficiency in Microsoft Office Suite and CRM tools, experience with Hubspot preferred
Detail-oriented with a high level of organizational skills.

To give equal employment and advancement opportunities to all applicants and employees with respect to any terms, privileges, or conditions of employment, we make employment decisions at PPR based on a number of factors including but not limited to performance, behaviors, qualifications, abilities, etc. As such, we do not discriminate in employment opportunities or practices on the basis of race, color, religion and religious creed (including religious beliefs, practices, observances, dress, and grooming), sex, gender, gender identity, transgender status, gender expression, sexual orientation, marital and partnership status, national origin (including language use restrictions), ancestry, mental and physical disability (including HIV and AIDS), medical condition (including cancer, genetic characteristics, and medical conditions related to pregnancy, childbirth, and breastfeeding), age (40 and over), denial of medical and family care leave or pregnancy disability leave, pregnancy, childbirth, breastfeeding, genetic information, military status, veteran status, special disabled veteran status, unemployment status, retaliation for protesting illegal discrimination related to any of the categories noted herein, and/or any other characteristic or category protected by applicable local, state, or federal laws.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Management and Manufacturing
Industries
Investment Management

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