Client Manager

• 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.

• Fluency in English.
• 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.

• 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.

Immigrant Invest