Investment Portfolio Manager, Sr. jobs in Tulsa, OK

Seeking a highly professional and dedicated Portfolio Manager to join our dynamic team. The ideal candidate will possess an unwavering commitment to excellence, with a proven track record of consistently delivering high-quality work, even under tight deadlines. This role demands a proactive mindset, exceptional organizational skills, and the ability to navigate complex challenges with a solutions-oriented approach. As a critical thinker, you will excel in independent work as well as collaborative team environments. We value individuals who thrive in fast-paced settings and are eager to contribute to our company's success. If you're a dedicated professional with a strong work ethic, seeking to make a positive impact in a professional setting while serving the community, we encourage you to apply.

Job description

Responsibilities:
- Offer precise and timely information to customers about their community association, covering assessments, rules and regulations, and maintenance requests, among other topics.
- Ensure that issues are appropriately escalated to the relevant personnel or department for efficient resolution.
- Maintain and update customer profiles accurately within our management system.
- Assist in preparing and distributing communication materials, including newsletters and meeting notices, to keep community members informed.
- Collaborate with vendors and contractors to coordinate maintenance and repair requests effectively.
- Extend administrative support to the management team based on business needs.

Requirements:
- A minimum of 2 years of customer service experience, with a preference for candidates with prior exposure to high-volume environments.
- Exceptional verbal and written communication skills.
- Strong organizational and time management capabilities.
- Demonstrated ability to multitask and prioritize tasks effectively, especially in a fast-paced environment.
- Strong customer service skills to effectively interact with clients
- Proficiency in Microsoft Office and prior experience with CRM software.
- Experience in property management or real estate is considered a plus.
- Willingness to work occasional evenings, as required.

If you possess a positive attitude, thrive in a collaborative environment, and have a deep commitment to delivering exceptional customer service, we encourage you to apply for this exciting opportunity!

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities, skills, duties, or requirements. Additional tasks may be assigned as needed.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 40 per week

Experience level:

• 2 years

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Tulsa, OK: Relocate before starting work (Required)

Work Location: In person