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Investor Care Specialist

Company: Caliber The Wealth Development Company
Location: Scottsdale
Posted on: May 16, 2022

Job Description:

Job DescriptionPosition: Investor Care Specialist Reports to: Compliance Officer Location(s): Corporate Office Who is Caliber?

  • Award winning, full-service, alternative asset management company
  • Capital formation and deployment, Investor, developer, & real estate expert
  • A driver of impactful change in our communities
  • The place for accredited investors and their investment advisers to build wealth with real estate private equityWhat is our Mission?To build wealth for great people, our clients and our team, while making a positive impact on the communities we serve.What is Caliber's Vision?2025 Vision
    • #1 Real Estate Private Equity Investor in the Southwest Region
    • Manage over $5b in AUM
    • Build wealth for over 5,000 investors
    • Transform our communities with projects that make an impact
    • Exceed $500m market capWhat are Caliber's Core Principles?Accountability: I take ownership of myself and my role at Caliber by keeping my commitments to colleagues and customers; by creating solutions when I see problems; and by managing my time and priorities to achieve our highest desired outcomes. Respect: I am courteous, kind, and professional with those I encounter, while understanding others may not always see a circumstance from my perspective. Transparency: I share information freely with others; I acknowledge my mistakes; and I build trust with others by being open and authentic.The RoleWho Are You?
      • You are a leader helping to chart a long-term course for Caliber in your areas of focus
      • You are a problem solver – you find ways forward for the company as we continue to grow
      • You are willing to roll up your sleeves – no matter what the task is, you are willing to find a way to get it done
      • You are curious – you want to know what the best practices in our industry are, who is doing what, how Caliber can outperform our competitors, and where the trends are and are headed
      • You can handle high level conversations, confidentiality, technical challenges, and complex strategies
      • You like keeping Caliber and our clients safe – you watch after the Company's assets and ensure decisions are considered through a lens of strategy and future impact
      • You want to help the people around you and your community – you careWhy Does Your Role Matter? (Summary/Objective)The Investor Care Specialist is crucial in supporting the capital formation process through working with our Wealth Development Sales Team, Investors and Prospects in preparing and processing capital contributions in Caliber's various private offerings. The capital raised helps to fund the various projects and properties Caliber is involved in, including the purchase, development, construction and management of the various assets. In this role, you provide critical customer support services to our valued investors and internal Caliber departments. Essential Functions for this Role:
        • Maintain investor account and prospect contact information, investment activity and private offering details in the Client Relationship Database(CRM)
        • Process investor subscriptions through our managing Broker-Dealer, including working with custodians for IRA investments
        • Service investor needs and questions through providing exemplary customer support
        • Facilitate investor communications and reporting
        • Provide information for SEC Form D, State Blue Sky filings, pipeline and due diligence reporting to internal and external partners
        • Complete ad hoc reporting requests to internal departments such as accounting, financial reporting and tax
        • Complete annual Fair Market Valuation requests from IRA Custodians
        • Assist in development and production of back-office policies and procedures implementations.
        • Attending Corporate events as neededRelationships at Caliber:
          • Reports to: Compliance Officer
          • Regularly interacts with all members of the Caliber Team
          • Note: the position works out of the Scottsdale office as it requires significant interaction with other team members but can be performed remotely Ideal Qualifications Include:
            • 3+ years of Financial Services operational experience
            • 2+ years of customer service experience
            • Preferred industry experience but not required
            • Must have intermediate computer skills in a PC environment
            • Must be proficient in Microsoft Office/Office 365 and DocuSign
            • Preferred experience in CRM Systems
            • Ability to take initiative, be a self-starter and critical thinker
            • Experience handling high volume requests, varying tasks and project management skills
            • Organized, detailed oriented, ability to work under pressure and customer focusedPhysical Demands:This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors and vendors. Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery such as a copy machine and printer. Occasionally moves items up to 50 lbs. for various projects.EEO StatementCaliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities ("EEO") to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law. The terms of this EEO policy apply to all areas of employment, including but not limited to, hiring, placement, promotion, discipline, termination, transfer, leaves of absence, compensation, benefits, training, layoff, and rehire. Caliber will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship. Any employees with questions or concerns about discrimination, harassment, or retaliation should immediately discuss the questions or concerns with the Director of Talent Development or COO - Co-founder. Caliber does not retaliate against employees who report in good faith unlawful discrimination, harassment, or retaliation.This job description in no way states or implies that these are the only duties performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their manager/supervisor.Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.#LI-HRPowered by JazzHRVjKWPHSLUt

Keywords: Caliber The Wealth Development Company, Scottsdale , Investor Care Specialist, Other , Scottsdale, Arizona

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