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Portfolio Management Coordinator

Company: VirtualVocations
Location: Moreno Valley
Posted on: November 1, 2024

Job Description:

A company is looking for a Portfolio Management Coordinator to manage customer relationships and enhance loyalty.



Key Responsibilities:

Create appointments and manage customer follow-ups
Monitor customer portfolio to identify opportunities for loyalty and retention
Establish rapport with customers and articulate the value proposition


Required Qualifications and Education:

Automotive retail experience
Customer service or account management experience
Ability to work independently and manage multiple platforms
Familiarity with customer engagement center practices
Bachelor's degree or 3+ years of relevant experience preferred

Keywords: VirtualVocations, Newport Beach , Portfolio Management Coordinator, Executive , Moreno Valley, California

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