Client Specialist

About the Role

As a Specialist with the Private Client Group (PCG) at Yieldstreet, you’ll be part of a fast-growing team, working closely with PCG’s client consultants to manage the servicing needs of high-net-worth clients. You bring experience delivering white-glove service and have the ability to effectively communicate with clients. You are a self-starter, eager to realize your full potential, and thrive in a collaborative, team-oriented environment. In this role, you will build and nurture client relationships, maintain and update data in Salesforce, and gather valuable feedback from clients to enhance their experience.

This is an opportunity to be part of a high-growth fintech company striving to put millions of people on the path towards financial independence. Yieldstreet is creating access to alternative investment opportunities historically unavailable to most individual investors, and the work you do will directly impact this and our mission  of empowering investors to grow their wealth outside the stock market by curating private market alternatives from top investment managers, all in one easy to use platform.

What you’ll do:

PCG Specialists at Yieldstreet have the opportunity to wear many different hats, including:

• Working alongside seasoned Client Consultants to service the needs of our HNW clients with the ultimate goal of increasing their assets invested at Yieldstreet
• Collaborating with cross functional teams to find solutions to the needs of our clients.
• Develop ongoing financial acumen as it pertains to the complexities of the alternative investment industry and private debt/equity markets
• Being mindful of your metrics and leveraging data to drive decision making
• Connect with recent platform sign-ups to discuss the value proposition of the Private Client Group and qualify them for a handoff to a client consultant
• Provide an unmatched level of service to our best clients ensuring their needs are met and they are left feeling like they are the most valued client of the company

What you’ll need:

• Bachelor’s degree
• Up to 3 years of prior work experience in a relevant field
• 2+ years of prior experience providing white glove service to high net worth individuals.
• Intellectual curiosity with the ability to apply what is learned; willing to develop effective persuasion, relationship management, and interpersonal skills
• Ability to operate comfortably and effectively in a fast-paced, team-oriented environment with a positive attitude and strong work ethic
• Genuine interest in investment management / financial services industry
• Strong organizational skills and the ability to track and manage numerous service requests ensuring timely responses and follow ups
• You are curious; always looking for an opportunity to learn, grow and give/receive feedback
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment
  
  

 About Yieldstreet

Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.

Why Yieldstreet?

Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is composed of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week.