investment operations specialist

Bank Nizwa

<div>
 
 
 Job Purpose
 
 
 
 
 
 
 To ensure efficient processing, monitoring, and settlement of Treasury and Investment transactions, with a strong focus on investment activities, portfolio monitoring, and compliance with bank policies and regulatory requirements.
 
 
 
 
 
 
 Main Tasks &amp; Accountabilities
 
 
 
 
 
 <ul>
 <li>
 Process and monitor Treasury and Investment transactions including FX, Money Market, Sukuk, Equities, and other investment products.
 </li>
 <li>
 Handle end-to-end settlement of investment deals (Sukuk, equities, funds, IPOs, structured deals) through SWIFT, custodians, and payment systems.
 </li>
 <li>
 Handling IPO subscriptions, fund investments, and structured investment transactions.
 </li>
 <li>
 Prepare and update reports related to investment portfolio, positions, MTM, and operational MIS.
 </li>
 <li>
 Ensure timely settlement of treasury deals and payments through SWIFT, RTGS, ACH and other payment channels.
 </li>
 <li>
 Perform daily reconciliation of Nostro accounts and investment positions; investigate and resolve discrepancies.
 </li>
 <li>
 Monitor investment portfolio movements including MTM (Mark-to-Market), revaluation, and pricing updates.
 </li>
 <li>
 Coordinate with custodians (e.g., Euroclear) for settlement, corporate actions, and custody-related activities.
 </li>
 <li>
 Verify deal details and ensure proper matching of confirmations with counterparties and correspondent banks.
 </li>
 <li>
 Ensure all investment and treasury transactions are processed accurately and in compliance with internal policies, CBO regulations, and Sharia guidelines.
 </li>
 <li>
 Monitor cash flows related to investment activities and ensure timely funding and settlement.
 </li>
 <li>
 Investigate and resolve settlement breaks, failed trades, and operational and system enhancements related to investment operations.
 </li>
 <li>
 Participate in UAT testing for new systems or enhancements related to treasury and investment modules.
 </li>
 <li>
 Coordinate with Treasury Front Office, Finance, Risk, and Compliance to ensure smooth investment operations.
 </li>
 <li>
 Perform any other duties assigned by the unit head.
 </li>
 </ul>
 
 
 
 
 
 Education Level &ndash; Minimum
 
 
 
 Bachelor&rsquo;s Degree in Accounting
 
 
 
 
 
 
 Professional Qualifications/ Mandatory Licenses
 
 
 
 Professional banking or treasury related certifications are an advantage.
 
 
 
 
 
 
 Work Experience
 
 
 
 Minimum 3&ndash;5 years in Treasury / Investment Operations
 
 
 
 
 
 
 General Competencies
 
 
 <ul>
 <li>
 Strong knowledge in investment products (Sukuk, equities, funds)
 </li>
 <li>
 Understanding of settlement lifecycle &amp; custody processes
 </li>
 <li>
 Knowledge in MTM, revaluation, and portfolio monitoring
 </li>
 <li>
 Strong analytical and problem-solving skills
 </li>
 <li>
 Attention to detail and accuracy
 </li>
 <li>
 Ability to work under pressure
 </li>
 </ul>
</div>

Supervisor B - Treasury Operations

Emirates Investment Authority

<div>Purpose<ul><li>
The Investment Operations Manager is responsible for managing key components of the investment operations function, ensuring effective execution, strong risk controls, and operational efficiency across the full investment lifecycle across assets.</li><li>
The role oversees operational processes, supports governance, manages complex workflows, and contributes to processing efficiency and transformation initiatives aligned with EIA&rsquo;s operating model.</li></ul> 
Strategic Responsibilities<ul><li>
Support the implementation of the Investment Operations strategy and operating model.
</li><li>Drive process standardization, efficiency, and control enhancements.
</li><li>Contribute to digital transformation, automation, and system improvements.</li></ul> 
Core Responsibilities
1. Operations Oversight &amp; Execution<ul><li>
Oversee and manage the end-to-end investment operations lifecycle, including:
</li><li><ul><li>Trade capture and validation
</li><li>Trade confirmation and matching
</li><li>Clearing and settlement (DVP/RVP, FOP, CCP-cleared)
</li><li>Cash and position reconciliations (custodian vs internal records)
</li><li>Corporate actions processing (mandatory and voluntary events)
</li><li>Investment data management and reporting
</li></ul></li><li>Maintain a strong working knowledge of financial products, including:
</li><li><ul><li>Public markets instruments: equities (listed and OTC), fixed income (government, corporate, structured notes), ETFs
</li><li>Derivatives: futures, options, swaps (IRS, CDS), FX derivatives (forwards, swaps), margining and collateral management
</li><li>Private markets: private equity, infrastructure, real estate funds (capital calls, distributions, NAV tracking)
</li><li>Loans and credit instruments: syndicated loans, bilateral lending, loan servicing and interest calculations
</li><li>Cash &amp; liquidity instruments: money market instruments, deposits, treasury operations
</li></ul></li><li>Demonstrate deep understanding of the trade lifecycle, including:
</li><li><ul><li>Order execution and trade booking
</li><li>Allocation and confirmation
</li><li>Clearing via central counterparties (CCPs) or bilateral arrangements
</li><li>Settlement flows across custodians and payment systems
</li><li>Post-settlement activities including reconciliations and reporting
</li></ul></li><li>Ensure timely, accurate, and complete execution of all operational activities in accordance with market deadlines, cut-off times, and settlement cycles (T+0, T+1, T+2, etc.)
</li><li>Monitor and manage KPIs, SLAs, and operational metrics, proactively identifying bottlenecks and implementing corrective actions</li></ul> 
2. Control Framework &amp; Risk Management<ul><li>
Ensure strict adherence to internal control frameworks, policies, and standard operating procedures (SOPs) across all operational processes
</li><li>Identify, assess, and mitigate operational risks, including:
</li><li><ul><li>Settlement failures
</li><li>Breaks and reconciliation discrepancies
</li><li>Counterparty and custodial risks
</li><li>Data integrity issues
</li></ul></li><li>Maintain audit-ready documentation, ensuring full traceability of transactions and controls
</li><li>Support internal and external audits, regulatory reviews, and compliance assessments
</li><li>Demonstrate working knowledge of:
</li><li><ul><li>Regulatory frameworks (e.g., EMIR, MiFID II, AML/KYC requirements)
</li><li>KYC/CDD processes, onboarding documentation, and ongoing monitoring obligations</li></ul></li></ul> 
3. Data, Systems &amp; Process Improvement<ul><li>
Ensure accuracy, integrity, and consistency of investment data across multiple systems (front-office, middle-office, custodians, and accounting platforms)
</li><li>Lead and support process improvement initiatives, focusing on:
</li><li><ul><li>Automation of manual processes
</li><li>Reduction of operational risk
</li><li>Enhancement of data quality and reporting
</li><li>Working knowledge of SWIFT
</li></ul></li><li>Collaborate with IT and vendors to ensure optimal system performance and data architecture alignment</li></ul> 
4. Stakeholder &amp; Vendor Coordination<ul><li>
Collaborate closely with internal stakeholders, including:
</li><li><ul><li>Investment / Front Office
</li><li>Finance and Accounting
</li><li>Risk Management
</li><li>Compliance and Legal
</li><li>Information Technology
</li></ul></li><li>Manage relationships with external service providers, including:
</li><li><ul><li>Global custodians
</li><li>Fund administrators
</li><li>Brokers and counterparties
</li><li>Market infrastructure providers
</li></ul></li><li>Act as a key point of contact for operational issue resolution, ensuring timely escalation and closure
</li><li>Ensure service providers meet agreed service levels and contractual obligations</li></ul> 
5. Reporting &amp; Governance<ul><li>
Prepare and deliver management reporting, including:
</li><li><ul><li>Operational dashboards
</li><li>KPI and SLA reporting
</li><li>Exception and incident reporting
</li></ul></li><li>Support governance structures, including:
</li><li><ul><li>Risk and control forums
</li><li>Audit and compliance reviews
</li></ul></li>Ensure alignment with organizational governance frameworks, including policies, risk appetite, and reporting standards 
<li>
</li></ul> 
 
Requirements 
Education &amp; Qualifications<ul><li>
Bachelor&rsquo;s degree in finance, Accounting, Economics, or a related discipline
</li><li>Professional certifications such as CFA, CISI, CPA, FRM or equivalent are preferred</li></ul> 
Experience Requirements<ul><li>
7-10 years of experience in investment operations, asset management, or financial services
</li><li>Proven experience managing end-to-end investment operations across multiple asset classes
</li><li>Strong understanding of operational risk frameworks and control environments
</li><li>Experience in transformation initiatives, automation, or system implementation projects is highly desirable
</li></ul>Technical Skills<ul><li>
In-depth knowledge of the investment operations lifecycle across asset classes, particularly:
</li><li><ul><li>Securities (equities, fixed income)
</li><li>Derivatives (listed and OTC)
</li><li>Cash and liquidity instruments
</li><li>Loans operations</li></ul></li><li>
Understanding of:
</li><li><ul><li>Trade processing and settlement mechanics
</li><li>Custody models and asset servicing
</li><li>Cash management and liquidity flows
</li><li>SWIFT and accounting principles</li></ul></li></ul>
Strong analytical, problem-solving, and leadership skills</div>

Investment Operations Manager - UAEN Role

bankfab

<div><div>Job Description</div>
<div>
<div>JOB PURPOSE:
</div><ul><li>Act as the operational backbone of investment processes by managing post-trade activities , fund accounting oversight , and client reporting
</li><li>Maintain data accuracy and operational integrity across investment products (funds and DPM)
</li><li>Ensure timely and compliant execution of fund administration processes, trading restrictions, corporate actions, reconciliations, and reporting
</li><li>Liaise with external providers (e.g., custodians, fund accountants, registrars, brokers) and internal teams (investment, compliance, finance) to enable seamless portfolio operations
</li><li>Live and demonstrate the FAB AM values
</li><li>KEY ACCOUNTABILITIES:
</li><li>Act as the operational backbone of investment processes by managing post-trade activities , fund accounting oversight , and client reporting
</li><li>Maintain data accuracy and operational integrity across investment products (funds and DPM)
</li><li>Ensure timely and compliant execution of fund administration processes, trading restrictions, corporate actions, reconciliations, and reporting
</li><li>Liaise with external providers (e.g., custodians, fund accountants, registrars, brokers) and internal teams (investment, compliance, finance) to enable seamless portfolio operations
</li><li>Live and demonstrate the FAB AM values
</li><li>Ensure data accuracy, system updates, and integrity of records across post-trade and middle office systems
</li><li>Support regulatory and financial reporting through data gathering and formatting for compliance and finance teams
</li><li>Collaborate with internal and external stakeholders
</li><li>Continuously monitor and improve operational processes , including automation, manual workaround reduction, and governance adherence
</li><li>Maintain full documentation of workflows , exception processes, and control points to support oversight and scalability 
</li></ul><div></div><div>QUALIFICATIONS &amp; EXPERIENCE:
</div><ul><li>Fund/DPM accounting
</li><li>Post-trade processing
</li><li>Trading restriction implementation
</li><li>Trade execution
</li><li>Third party coordination (e.g., broker, custodian)
</li><li>Client reporting
</li><li>Tax &amp; fee processing
</li><li>10-15 Years of Experience</li></ul></div></div><div></div>
 <div><div>Responsibilities</div></div><div></div>
 <div><div>Qualifications</div></div><div></div>
 <div><div>About Us</div>
<div><div>About Us: 
</div><div></div> 
<div>First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the world's largest and safest financial institutions. We offer a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages. Our commitment to excellence and innovation drives us to provide top-tier financial solutions to our clients. 
</div><div></div> 
<div>Life at FAB: 
</div><div></div> 
<div>Working at FAB means being part of a team of talented and passionate individuals with a shared vision to support the ambitions of our stakeholders to &quot;Grow Stronger.&quot; We embrace the needs of our customers across the globe with a sense of responsibility and confidence driven by extensive expertise that can only be delivered by an ambitious world-class organization 
</div><div></div> 
<div>Career Development: 
</div><div></div> 
<div>FAB offers unique career choices, a chance to innovate, craft solutions for the future, and express yourself in a performance-based culture that will unleash the best in you. Whether you are an experienced professional or just starting your career, FAB provides a range of learning and development initiatives to support all employees through training and skill development. 
</div><div></div> 
<div>Our Values: 
</div><div></div> 
<div>At FAB, we place our customers at the core of our activities, live our values each day in every way, celebrate achievements, and empower each other to deliver leading solutions. We have structured plans for the recruitment and career progression of Emirati talent to enable them to make a mark in the financial and banking sector both regionally and globaly that rewards your hard work and dedication. 
</div><div></div> 
<div>Join our team and be part of a journey to shape the future of banking.</div></div></div><div></div>

VP, Head of Middle and Back Office

Oaktree Capital Management

<div>Role Description:<ul><li>Translate deal documents into accounting records that accurately reflect deal economics and meet accounting requirements, ensuring timely and accurate entry into Oaktree&rsquo;s accounting system.</li><li>Identify and record investment proceeds (e.g., principal, interest, paydowns, sales) in Oaktree&rsquo;s accounting system timely and accurately.</li><li>Process deal lifecycle events from an investment accounting perspective by booking credit events, reorganizations, amendments, and exits in Oaktree&rsquo;s accounting system timely and accurately.</li><li>Process and account for cash movements through complex legal entity structures, ensuring proper booking in Oaktree&rsquo;s accounting system.</li><li>Work with various stakeholders to fund and close private deal transactions including cash positioning and funding deals within demanding timelines.</li><li>Coordinate with and respond to inquiries and requests from investment teams, fund accounting, auditors, custodians, fund administrators, and counterparties.</li><li>Stage FX orders to raise cash and to hedge currency risk.</li><li>Ensure cash availability for upcoming purchases, redemptions, and other transactions.</li><li>Forecast available cash balances.</li><li>Monitor for and prevent account overdrafts in various currencies.</li><li>Identify, measure, and mitigate process risk.</li><li>Address daily issues, understanding root causes, and implement process improvements.</li><li>Build effective working relationships with internal stakeholders.</li></ul>
Required Experience:<ul><li>9&ndash;11 years of relevant experience at an asset management firm, investment bank, or other financial services company</li><li>Investment Accounting and Operations experience with Alternative Investments including Private Credit, Real Assets, Syndicated Loans, Private Equity, and Asset-Backed Finance</li><li>Processing transactions, credit activity, and accounting entries in Advent Geneva and Global World Investor</li><li>Using Microsoft office suite of applications, with expertise in Excel including data analysis, pivot tables, charts, and formulas</li><li>Utilizing SharePoint, Power BI, SQL and VBA a plus</li><li>Track record of process improvement</li><li>Working with complex fund and deal entity structures</li></ul>
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div>

Deals and Cash Ops- Manager

EVA Pharma

<div>Join EVA Pharma, a leading pharmaceutical company dedicated to empowering the fight for Health and well-being as a fundamental human right. Recognized and certified as a best place to work, we are committed to fostering a supportive and innovative environment for our team members. 
Job Summary:
We are seeking a passionate and talented International Investment Specialist to join our dynamic team.
The ideal candidate will contribute to our mission of enhancing human health and well-being, ensuring that we meet the highest standards of excellence in our industry.
Key Responsibilities:<ul><li>
Respond promptly to internal and external investment-related inquiries.
</li><li>Assist in evaluating new investments and acquisitions, including financial and market due diligence, and preparing proposals and presentations.
</li><li>Monitor and analyze the performance of existing investments, identifying variances from budgets or forecasts.
</li><li>Conduct market and sector research, tracking trends, regulations, and competitor activity.
</li><li>Prepare and review key investment and project documents with high accuracy and efficiency.
</li><li>Oversee financial, accounting, and treasury operations for subsidiaries, ensuring compliance and accurate reporting.
</li><li>Coordinate with legal, compliance, and finance teams to maintain valid licenses and regulatory registrations.</li></ul> 

Requirements 
<ul><li>
Bachelor&rsquo;s degree in Business, Economics, Commerce, or a related field.
</li></ul><ul><li>0&ndash;3 years of relevant experience.
</li><li>Strong English proficiency.
</li><li>Basic understanding of financial statements and taxation.
</li><li>Proficient in Excel and PowerPoint, Strong analytical, problem-solving, and research skills. Detail-oriented, professional, and maintains confidentiality.</li></ul></div>

International Investment Specialist

Helitrope Ventures

We are seeking a high-caliber Finance Operations Executive to support a global family office managing multi-jurisdictional entities and a diverse investment portfolio across private markets, public markets, structured products, and foreign exchange (FX).This is a hands-on execution role, not a supervisory or advisory position.The successful candidate will function as a hybrid of:<ul><li>Finance Operations Specialist</li><li>Multi-Entity Accountant</li><li>Investment Operations Coordinator</li></ul>You will be responsible for the day-to-day financial operations of the office, ensuring accuracy, control, and clarity across transactions, entities, and investment structures.The role requires the ability to understand underlying financial transactions, not just process them &mdash; with strong attention to detail, ownership, and financial product awareness.KEY RESPONSIBILITIESPayments &amp; Cash Management<ul><li>Execute all payments across family office entities, SPVs, operating companies, and personal accounts</li><li>Maintain structured payment schedules, funding timelines, and liquidity visibility</li><li>Coordinate with banks on transfers, FX flows, confirmations, and issue resolution</li><li>Monitor cash positions across entities and currencies</li></ul>Accounting &amp; Multi-Entity Bookkeeping<ul><li>Maintain accurate books across multiple entities, jurisdictions, and currencies</li><li>Perform bank and custodian reconciliations</li><li>Manage expense classification, accruals, and journal entries</li><li>Ensure accounting reflects the true economic substance of transactions</li></ul>Financial Product-Aware Booking (Core Requirement)<ul><li>Apply correct classification, booking, and lifecycle tracking across financial instruments</li></ul>Investment Instruments<ul><li>Equity and preferred equity</li><li>Fund capital commitments and drawdowns</li><li>Convertible instruments (notes, SAFEs)</li><li>Proper classification of distributions vs return of capital vs income</li></ul>Structured Products Fixed Coupon Notes (FCNs), Step-down Notes, Bonus/Booster Notes<ul><li>Track coupon mechanics, barrier events, and redemption triggers</li><li>Monitor product lifecycle from issuance to maturity or early exit</li></ul>FX &amp; Derivatives<ul><li>FX spot, forwards, and options</li><li>Structured FX products (TARF, TARN)</li><li>Understand cashflows vs notional exposure</li><li>Track realized vs unrealized outcomes</li></ul>Ability to interpret term sheets and bank statements, accurately classify transactions, and flag inconsistencies or risksIndia Coordination &amp; Compliance Awareness<ul><li>Coordinate with India-based accountants, tax advisors, and service providers</li><li>Track compliance deadlines, filings, and documentation requirements</li><li>Maintain organized records for all India-related entities and investments</li></ul>Note: This is not an advisory role, but requires practical familiarity with India&rsquo;s regulatory and administrative environmentAccounts Payable &amp; Internal Controls<ul><li>Maintain invoice tracking and payment systems</li><li>Ensure all payments are properly approved and documented</li><li>Support implementation and enforcement of internal controls and approval workflows</li><li>Maintain audit-ready financial records</li></ul>Multi-Entity Operational Support<ul><li>Liaise with external accountants, auditors, and corporate service providers</li><li>Support audits and prepare required documentation across jurisdictions</li><li>Ensure consistency and coordination across all entities</li></ul>QUALIFICATIONSEducationDegree in:<ul><li>Finance</li><li>Accounting</li><li>Business</li><li>Economics</li></ul>Professional qualifications (preferred): <ul><li>CPA / ACCA / CA or equivalent</li></ul>ExperienceMinimum 5+ years in:<ul><li>Finance operations / accounting</li><li>Multi-entity or family office environment</li><li>Investment or financial services environments</li></ul>Proven experience managing;<ul><li>Multi-currency accounting</li><li>Cross-border financial operations</li></ul>Technical SkillsAdvanced proficiency in:<ul><li>Excel / Google Sheets (financial tracking &amp; reconciliation)</li><li>Accounting systems (e.g., QuickBooks, Xero, or equivalent)</li></ul>Experience with:<ul><li>Multi-entity reporting structures</li><li>Financial documentation and audit preparation</li></ul>Financial Product Knowledge (Essential)Working familiarity with:<ul><li>Structured notes (FCNs, step-down, bonus structures)</li><li>FX products (spot, forwards, options, TARF/TARN)</li></ul>Ability to:<ul><li>Track product lifecycle and cashflows</li><li>Apply appropriate accounting treatment</li></ul>India Experience (Essential)Experience coordinating with India-based:<ul><li>Accountants</li><li>Advisor</li><li>Investment structures</li></ul>Familiarity with:<ul><li>Filing processes</li><li>Documentation requirements</li><li>Regulatory environment</li></ul>Core Competencies<ul><li>High attention to detail and accuracy</li><li>Strong ownership and accountability</li><li>Structured and process-driven mindset</li><li>Ability to manage complexity across entities and jurisdictions</li><li>Strong financial reasoning and analytical thinking</li><li>Discretion and professionalism</li><li>Ability to operate independently in a lean environment</li></ul>What Differentiates This Role?<ul><li>You will execute, not just review</li><li>You will manage real financial flows across global entities</li><li>You will work directly with complex financial instruments</li><li>You will operate at a controller-level in a lean structure</li><li>Exposure to global investments and multi-jurisdictional operations</li></ul>Success Metrics<ul><li>Accuracy and reliability of financial records</li><li>Timeliness of payments and reconciliations</li><li>Correct classification of financial transactions</li><li>Efficiency of cash management and liquidity tracking</li><li>Audit readiness and documentation quality</li><li>Ability to independently manage multi-entity operations</li></ul>Job Type: Full-timePay: QAR3,500.00 - QAR5,000.00 per monthAbility to commute/relocate:<ul><li>Doha: Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Application Question(s):<ul><li>Do you have experience coordinating with India-based: Accountants, Advisor, and Investment structures? If yes, discuss briefly.</li><li>Are you familiar with: Filing processes, Documentation requirements, and Regulatory environment? If yes, discuss briefly.</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Finance operations / accounting: 5 years (Required)</li><li>Multi-entity or family office environment: 5 years (Required)</li><li>Investment or financial services environments: 5 years (Required)</li><li>Multi-currency accounting: 3 years (Required)</li><li>Cross-border financial operations: 3 years (Required)</li><li>	Accounting systems (e.g., QuickBooks, Xero, or equivalent): 5 years (Preferred)</li><li>Structured notes (FCNs, step-down, bonus structures): 3 years (Preferred)</li></ul>License/Certification:<ul><li>CPA / ACCA / CA or equivalent (Preferred)</li></ul>Work Location: In person

Finance Operations Executive

Hillpointe

<div>
 
 
 WHY HILLPOINTE?
 
 
 Hillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. Ranked at the top of NMHC's list of Builders and Developers, our team ensures best-in-class execution.
 
 
 
 
 Built on its long and proven track record of real estate development, the firm&rsquo;s investment approach is centered around its in-house general contracting expertise, enabling direct control of cost and delivery timeframe. For each project, Hillpointe directly controls land acquisition, land development, construction, procurement of building materials, asset management, and capital markets. This is more than just a job - it's a career-defining opportunity! At Hillpointe, you'll be part of a dynamic, innovative team that has tangible impacts on day-to-day operations and contributes directly to overall success.
 
 
 
 
 
 &nbsp;
 
 
 
 
 Customer Care Specialist Level 3
 
 
 
 
 &nbsp;
 
 
 The Customer Care Specialist Level 3 position will perform all duties including handling inbound prospect calls, scheduling tours, conducting virtual tours, outbound follow-ups, reputation management response, etc. This role supports with resident customer service calls, and application facilitation. This role is central to converting prospects into residents and maintaining ongoing resident satisfaction through proactive and reactive support.
 
 
 &nbsp;
 
 
 
 ESSENTIAL RESPONSIBILITIES
 
 
 <ul>
 <li>
 Respond promptly to inquiries, providing personalized assistance and converting leads into scheduled or virtual tours.
 </li>
 <li>
 Accurately record and update prospect information, notes, and follow-ups to support seamless communication with the onsite leasing teams.
 </li>
 <li>
 Route calls to the appropriate team, handle light service requests, and assist with prospective resident inquiries.
 </li>
 <li>
 Support prospectives residents through the application process including documents, resolving issues, and coordinating with property teams.
 </li>
 <li>
 Address escalated issues professionally and refer complex cases to management when needed.
 </li>
 <li>
 Share insights to enhance processes, scripts, and training based on front-line experience.
 </li>
 <li>
 Communicate regularly with leaders, share property updates, and assist with mentoring National Leasing Specialists.
 </li>
 <li>
 Take on additional tasks and projects needed to support team and property success.
 </li>
 </ul>
 
 
 QUALIFICATIONS &amp; ABILITIES
 
 
 <ul>
 <li>
 Experience in a call center, property management, or customer service environment
 </li>
 <li>
 Weekend availability required, including Sunday&nbsp;
 </li>
 <li>
 Strong proficiency in CRM systems
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 High attention to detail and accuracy
 </li>
 <li>
 Ability to multitask, prioritize, and manage time across high volumes of requests
 </li>
 <li>
 Comfort in using phone, SMS, email, chat/messaging platforms
 </li>
 <li>
 Empathetic, patient, and customer-centric mindset with the ability to deescalate
 </li>
 <li>
 Exceptional problem-solving abilities
 </li>
 <li>
 Comfortable tracking metrics, identifying trends, proposing improvements
 </li>
 </ul>
 
 &nbsp;
 
</div>

Customer Care Specialist, Level 3

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