Job details

Investor Experience Coordinator

DLP Capital is seeking an Investor Experience Coordinator to enhance the onboarding experience and provide exceptional service to our investors. The ideal candidate should be dedicated to client service and teamwork.

Skills

Strong communication skills
Problem solving
Client service orientation
Multitasking
CRM proficiency

Responsibilities

Ensure Investors receive world class service in preparation and completion of their accounts.
Collaborate with internal teams to address investor inquiries.
Maintain and monitor the investment pipeline.
Collect required information for new investments.
Coordinate with the Ops team for onboarding new custodians.

Education

Bachelor’s degree or relevant work experience

Benefits

Unlimited PTO
Health, dental, and vision insurance
401(k) matching
Learning incentives
Well-being programs

To read the complete job description, please click on the ‘Apply’ button

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CEO of DLP Capital

Don Wenner

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By DLP Capital

Dream. Live. Prosper. Passionately making an extraordinary impact by transforming lives and building thriving communities. Our Mission: To become the largest investor in rental housing communities & camps in the world. Our Goal: Provide housin...

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FUNDING

Mature

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Real Estate

TEAM SIZE