Client Relations Manager, I

Best Egg is the leading financial confidence platform that provides flexible solutions to real-life challenges for people with limited savings. We leverage real-time customer insights and data science to connect more people with the right products for their financial needs. Our offers include a growing suite of products such as personal loans, a credit card, and flexible rent, which are complemented by a suite of financial health tools to help customers make smart financial decisions and stay on track, so they can be money confident no matter what life throws at them.

Our culture and values inspire our employees and customers to embrace Best Egg. We are committed to championing a culture of inclusiveness and diversity of thought, and we focus on providing a safe, flexible, and collaborative work environment. Our employees are encouraged to engage in creative problem solving, and we promote opportunities for growth and enrichment across the organization.

If you are inspired by inspiring others, Best Egg is the place for you.

Best Egg promotes diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better we will grow.

The Capital Group is integral to the success and growth of our organization by leveraging investor relationships and structuring finance to fund our consumer lending. The Client Relations Manager is a great opportunity to help grow the business and add a lot of value through client relationship building, optimization of our investor reporting suite, and developing efficient processes and controls as we scale our investor base.

You are a great fit for this role if you have strong written and oral communication skills, are organized and detail oriented, have the ability to build strong working relationships with internal and external parties, and are looking to develop your knowledge of capital markets, reporting, and client relations.

• Coordinate, collaborate and problem solve to meet the needs of our investor base
• Provide Sales and Client Relations support including handling of inbound inquiries, investor research and outreach, and the creation of pitch decks and marketing materials.
• Gather technical and business requirements from investors and external vendors as part of the onboarding process and prioritize the implementation with Product teams and Technology.
• Manage the end-to-end investor reporting process including daily, monthly and ad-hoc reports. This includes issue identification, resolution, and communication to investors.
• Coordinate and prioritize new reporting and data requests from investors.
• Act as liaison between the Capital Group, Technology, Enterprise Risk Management and Internal Audit to identify and develop more efficient reporting processes.
• Represent Capital Markets in projects across the business by communicating our requirements and prioritization needs.
• Work closely with Legal to manage contracts and NDA documents for each investor and monitor for compliance regularly. 

• 5+ years’ experience in a regulated financial services institution.
• Excellent written and oral communication skills with a strong attention to detail.
• Very organized and able to create and maintain processes in a time sensitive manner.
• Dependable and reliable to be on time for meetings, respond to requests quickly and maintain accuracy of communications to investors.
• Passionate about increasing efficiency and maintaining a high level of service to all clients.
• Demonstrated ability to learn quickly, utilize digital tools to automate tasks.
• Intermediate + level skill in Microsoft Office Suite and Lucid Charts. 
• Possess a can-do attitude, willing to take on additional tasks to support business & investor objectives.
• Strong ability to prioritize tasks, hold others accountable to timelines and operate cross-functionally.
• Bachelor’s Degree in Economics, Finance, Business Analytics highly desirable but not required. 

Our Brand:

At Best Egg, we believe money should be accessible so people can reach their goals, live a fuller life, and feel pride in knowing they have taken control of their finances.  For those who need extra money to achieve the progress they seek in life, Best Egg is the modern solution-minded finance provider that mixes decades of banking experience with smart technology and deep customer insight to create products designed for today’s borrower, so that people can establish a smoother financial path. The egg symbolizes protection and a fresh start.  

Employee Benefits

Best Egg offers many additional benefits for our employees, including (but not limited to):

·       Pre-tax and post-tax retirement savings plans with a competitive company matching

program

·       Generous paid time-off plans including vacation, personal/sick time, paid short--

term and long-term disability leaves, paid parental leave, and paid company

holidays

·       Multiple health care plans to choose from, including dental and vision options

·       Flexible Spending Plans for Health Care, Dependent Care, and Health

Reimbursement Accounts

·       Company-paid benefits such as life insurance, wellness platforms, employee

assistance programs, and Health Advocate programs

·       Other great discounted benefits include identity theft protection, pet insurance,

fitness center reimbursements, and many more!

#LI-REMOTE

In compliance with the CCPA, Best Egg is fully committed to handling the personal information and data of employees and job applications responsibly with respect and due care. Review our CCPA Employee Policy  here