Operations and Client Engagement Manager
2 tygodni temu
Warszawa
Warszawa, Mazowieckie, Polska
We are seeking a dynamic Operations and Client Engagement Manager to join our team. If you excel in managing tasks, leading teams, and engaging with clients, this role is for you
Skills Requirements:
- Fluent in spoken English (You will have to speak with clients in English confidently and professionally)
- Managerial experience (precise task planning, directing others, being responsible for prompt completion of other people's and team tasks)
- Proficiency in technology tools such as Excel, spreadsheets, Salesforce, and AI/chatGPT platforms.
Attitude Requirements:
- Willingness to work on a mix of tasks related to marketing, administrative and managerial; and strong ability to learn new tasks and technologies
- Ability to work independently and remotely, while also collaborating effectively with team members with tech tools
- Willingness to work somewhat flexible hours because given the international nature of team, work may sometimes start a couple of hours sooner or later (but generally starts 11am)
- Familiarity with the investment management industry is highly desirable but not required.
Sample Tasks and Responsibilities:
- Manage and track various projects, ensuring deadlines are met and objectives are achieved.
- Conducting online research to identify potential clients and their contact information using various platforms, including websites, social media, directories, etc.
- Using emails, phone calls, and other communication channels to effectively reach out to potential clients.
- Documenting all communications and relevant details in the contact management system.
- Facilitating internal and external communication regarding potential clients, projects, and related matters.
- Assisting in managing internal projects by coordinating tasks, deadlines, and resources as needed.
- Ensuring smooth collaboration and information flow within the team and with external stakeholders.
- Handle accounting duties including bill payments, invoicing, and financial record-keeping, researching online/on LinkedIn.
- Receive and manage international mail and bills, complete compliance paperwork
We offer:
- Competitive salary.
- Interesting responsibilities and a strong career path.
If you are interested in this position and meet the above requirements, please send your CV in English along with a cover letter.
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