Sr. Client Relationship Associate

Caliber is looking for a customer-service obsessed professional with experience in alternative investments to join our Investor Services team locally in Scottsdale, AZ. This is a full-time, in-office position, as it requires frequent communication with our team and our valued clients. The right candidate will bring a customer-centric and concierge approach to servicing our investors and will take pride in providing white glove service to investors and internal team member partners.

Essential Functions for this Role :

• Provide white glove customer service to investors and potential investors by walking alongside them through the investment process start to finish, acting as their trusted resource
• Answering incoming calls and emails from investors within the service level standards of Caliber
• Guide new investors through the full onboarding process, including KYC / AML documentation and investor accreditation verification
• Develop long-term relationships with investors by providing consistent, value-added support and communication
• 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, transfer agents, selling group members, Broker-Dealers representatives and Registered Investment advisors
• Service investor requests 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
• Identify and implement improvements in investor service workflows, documentation, and communication practices
• Document best practices and standard operating procedures (SOPs) for investor services team members
• Attending Corporate events as needed
• Other job duties as assigned

Ideal Qualifications Include :

Who we are : Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.

Our Why : Caliber grows the wealth of good people to create a better world.

Our Vision : We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated by our vertically integrated business model.

Our Core Values : Authenticity & Transparency | Compassion & Service | Vision & Agility

What we offer : Caliber offers benefits and perks such as-

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