Jr. Associate, Shareholder Relations

Shareholder Relations
Posted: 09/29/2021
Full Time
Phoenix, AZ
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.
  • Maintain and strengthen relationships with shareholders and advisors mainly through service interactions
  • Support the Operations and Relationship Management teams in their daily operations
  • Consult with operations, internal and external sales, and executive team on shareholder issues
  • Handle all in‐bound shareholder and advisor service phone traffic
  • Perform out‐bound calls to resolve operational issues, preventative measures, red flags and client follow‐up
  • Support the sales structure and delivery of products for all customers to ensure world class customer service
  • Propose new ideas to senior management to enhance relationship with the investor or fulfill shareholder and advisor short- and long‐term expectations
  • Identify areas of opportunity to enhance shareholder and advisor experience
  • Develop the shareholder and advisor service strategy to support the growth of the business
  • Perform a variety of tasks; a wide degree of creativity and latitude is expected

  • Minimum of 1 year of experience within a service or client support role
  • Strong analytical, organizational and time management skills
  • High energy, self-motivated and confident
  • Solid understanding of the REIT industry, transfer agents, brokerage account types and practices as well as a solid securities brokerage background
  • Experience working with high‐end service
  • Customer service driven with impeccable communication and organizational skills
  • Ability to effectively manage multiple projects, prioritize, be detail‐oriented and meet deadlines
  • CIM does not accept unsolicited resumes from Agencies.  Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid.  If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.