A successful Jr. Shareholder Relations Associate will be responsible for investor shareholder service, asset retention, strengthening the CIM brand, and investor shareholder satisfaction as part of a client service team. The position will be a first contact point for CIM investors shareholders and advisors and will work with the Shareholder Relations team, Sales and other Departments on investor shareholder issues.
ESSENTIAL FUNCTIONSMaintain and strengthen relationships with shareholders and advisors mainly through service interactionsSupport the Operations and Relationship Management teams in their daily operationsConsult with operations, internal and external sales, and executive team on shareholder issuesHandle all in‐bound shareholder and advisor service phone trafficPerform out‐bound calls to resolve operational issues, preventative measures, red flags and client follow‐upSupport the sales structure and delivery of products for all customers to ensure world class customer servicePropose new ideas to senior management to enhance relationship with the investor or fulfill shareholder and advisor short- and long‐term expectationsIdentify areas of opportunity to enhance shareholder and advisor experienceDevelop the shareholder and advisor service strategy to support the growth of the businessPerform a variety of tasks; a wide degree of creativity and latitude is expected
REQUIREMENTSMinimum of 1 year of experience within a service or client support roleStrong analytical, organizational and time management skillsHigh energy, self-motivated and confidentSolid understanding of the REIT industry, transfer agents, brokerage account types and practices as well as a solid securities brokerage backgroundExperience working with high‐end serviceCustomer service driven with impeccable communication and organizational skillsAbility to effectively manage multiple projects, prioritize, be detail‐oriented and meet deadlines