Client Service Specialist

Job DescriptionJob Description

Customer Service Specialist | In-Office Position Casper, WY

Compensation: $45,000 - $50,000 Annually, 401K, Dental, Medical, Vision

About the Company

Phoenix Capital Group is a tech-driven oil and gas investment firm focused on mineral rights and leasehold acquisitions. With four national offices the company’s expansion is a testament to our dedication to growth and opportunity as we forge paths in the industry with both mineral owners and prospective investors. The founding members of Phoenix Capital Group have decades of industry experience and thrive to provide an educational and collaborative work environment for our employees.

Job Description

The Customer Service Specialist will work closely with the Investor Relations team at Phoenix Capital Group and will be directly communicating with current and prospective investors. This role will be critical to the efficiency of the team and will be the point of contact for investor relations and support. The ideal candidate has high-level attention to detail, critical thinking and is excellent at communicating effectively with external partners. Our financial bond offerings at Phoenix Capital Group are an industry disrupter within our competitive set and this role offers both experience and growth opportunity for the right candidate.

Core Responsibilities/Accountabilities:

• Be the first line of communication with investors working in tandem with the Investor Relations and Capital Markets teams to foster investor relationships and ensure investor needs are the top priority for the department.
• Communicate directly with current and prospective investors to educate and manage the investment application process, workflow through the online experience, provide status updates on accounts, and general investor inquiries.
• Answer all incoming phone calls from existing investors to assist with dedicated account changes along with helping the inbound main phone line.
• Assist and respond to all incoming emails related to dedicated accounts including general investor inquiries, account changes, and funding questions.
• Experience with Salesforce and like management platforms to generate appropriate documents for internal and external stakeholders.
• Execute data entry and data management in company’s proprietary database for investor account tracking.

Required Skills:

• Customer Service / Customer Relations experience.
• Experience with Salesforce or other CRM software.
• Detail orientated with strong Microsoft Office skills.
• Excellent written and verbal communication skills.
• Ability to meet deadlines and willingness to learn a new industry in a fast-paced environment.
• Ability to work onsite, no remote opportunities.

Preferred Skills:

• Administrative experience
• Phone Experience
• BS/BA Degree – concentration in communications, marketing, business management, finance, management and/or like discipline.

Qualities We Look For:

• Integrity: You are highly accountable, trustworthy.
• Reliable: You are on time and dependable.
• High Standards: You take pride in your work and work with excellence.
• Curious: You are energized by learning and finding creative solutions to new situations.
• Self-Starter: You are ambitious and take initiative and thrive in environments with minimal supervision.
• Positive Attitude: You have an upbeat demeanor and a mindset that no task is too big or too small.
• Teachable: You receive instruction, correction, and are flexible to make required adjustments.

Here at Phoenix Capital Group, we value and thrive on diversity for the benefit of all. We know that having a variety of perspectives grows our skills, creativity, and our ability to improve our employees and clients' lives. To that end, we are committed to a work environment that supports, respects, and celebrates all individuals. We are proud to be an Equal Opportunity Employer.

We offer competitive compensation, a start-up culture, and strong growth opportunities.

Company DescriptionPhoenix Capital Group is a privately owned oil and gas investment firm focused on mineral rights and leasehold acquisitions. The company is headquartered in the Denver Tech Center with satellite offices in Casper, WY, Irvine, CA, and Dallas, TX. The company is opening a Fort Lauderdale, FL office in Q3 2023. Phoenix Capital Group is pursuing an aggressive growth strategy and is pioneering a one-of-a-kind business model within the energy sector. The founding members of Phoenix Capital Group have decades of industry experience.Company DescriptionPhoenix Capital Group is a privately owned oil and gas investment firm focused on mineral rights and leasehold acquisitions. The company is headquartered in the Denver Tech Center with satellite offices in Casper, WY, Irvine, CA, and Dallas, TX. The company is opening a Fort Lauderdale, FL office in Q3 2023. Phoenix Capital Group is pursuing an aggressive growth strategy and is pioneering a one-of-a-kind business model within the energy sector. The founding members of Phoenix Capital Group have decades of industry experience.]]>