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Portfolio Coordinator

Salary undisclosed

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Role Summary

Our client is looking for a Portfolio Coordinator to join their growing team. This role will assist with accelerating the company’s market share, portfolio offering, and global expansion. The ideal candidate must be extremely organized, have a sense of urgency, and can multitask to provide world-class customer service.

WORK SCHEDULE: 9:00 AM – 6:00 PM Pacific Daylight Time (12:00 AM – 9:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

Essential Functions

  • Assist with day-to-day communications with clients, ensuring service levels remain high and continuously improved
  • Track and facilitate customer requests by updating the CRM accurately and timely
  • Respond to internal and external requests within the Service Level Agreements (SLA)
  • Send follow-up emails to the customers as needed
  • Document and maintain the account details for each assigned account
  • Send documents to the customer and complete the check-in process when returned
  • Complete closeout activities, hours requests, return records, and other end-of-lease tasks as needed
  • Complete special reports as needed by the End of Lease department as well as requests from the AVP of Portfolio

Qualifications

  • A Bachelor’s degree in the related field or relevant experience
  • 1-2 years of customer service experience
  • Strong computer aptitude, which includes expertise with Microsoft 365 applications
  • Client-focused, with a strong sense of urgency to ensure timelines are met
  • Highly organized with a strong work ethic that drives results
  • Effective verbal and written communication within and outside the organization
  • A critical thinker and a problem solver
  • Adaptable to change and flexible in a variety of work
  • Eager to learn with the goal of growing and developing within the team
Role Summary

Our client is looking for a Portfolio Coordinator to join their growing team. This role will assist with accelerating the company’s market share, portfolio offering, and global expansion. The ideal candidate must be extremely organized, have a sense of urgency, and can multitask to provide world-class customer service.

WORK SCHEDULE: 9:00 AM – 6:00 PM Pacific Daylight Time (12:00 AM – 9:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

Essential Functions

  • Assist with day-to-day communications with clients, ensuring service levels remain high and continuously improved
  • Track and facilitate customer requests by updating the CRM accurately and timely
  • Respond to internal and external requests within the Service Level Agreements (SLA)
  • Send follow-up emails to the customers as needed
  • Document and maintain the account details for each assigned account
  • Send documents to the customer and complete the check-in process when returned
  • Complete closeout activities, hours requests, return records, and other end-of-lease tasks as needed
  • Complete special reports as needed by the End of Lease department as well as requests from the AVP of Portfolio

Qualifications

  • A Bachelor’s degree in the related field or relevant experience
  • 1-2 years of customer service experience
  • Strong computer aptitude, which includes expertise with Microsoft 365 applications
  • Client-focused, with a strong sense of urgency to ensure timelines are met
  • Highly organized with a strong work ethic that drives results
  • Effective verbal and written communication within and outside the organization
  • A critical thinker and a problem solver
  • Adaptable to change and flexible in a variety of work
  • Eager to learn with the goal of growing and developing within the team