Investor Services Representative

Home / About Us / Careers / Investor Services Representative

FAQ
Storage Acquisitions
Storage Auctions
Careers
• Investor Services Representative
Contact Us

 Job Description

  • The Investor Services Department is a collaborative, innovative Real Estate Investment Firm’s operations department and in-bound call center that strives to process transactions accurately and efficiently in a fast-paced environment while simultaneously providing a positive customer experience and promote best-in-class service.  
  • The department is looking for an Investor Services Representative to join our results driven team. 
  • This opportunity is ideal for a bright and resourceful professional who is eager to become a member of an accomplished team and play a part in our continued growth and success.  

Responsibilities

  • Demonstrate a high level of professionalism and confidentiality
  • Assist investors and internal and external sales teams with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate
  • Accurately and efficiently process transactions to include (but are not limited to) purchases, adjustments, account maintenances and redemptions  
  • Processing may include document review, entry of data, checking of work to ensure accuracy of transactions and preparing reports, confirms, statements and communications 
  • Provide excellent customer service answering inbound and making outbound calls.  Respond to telephone inquiries regarding account status (i.e. account balances, new trades / maintenance history, etc.) and keeping records of customer interactions
  • Work in conjunction with other divisions or departments in order to meet departmental quality standards and ensure a smooth flow of operation
  • Additional responsibilities may include creating reports, distributions, researching account inquiries utilizing various resources, responding to written customer inquiries, and assisting other departments and management with special tasks as needed
  • Follow established policies, procedures and guidelines to protect both our customers and Company

 Qualifications

  • Ability to work effectively as a team member; desire to provide excellent service
  • Ability to assist customers, fellow co-workers with inquiries and/or problem resolution 
  • Strong attention to detail, accuracy and time management
  • Ability to successfully multi-task and prioritize responsibilities and work well under pressure
  • Minimum of six months Client Service/Customer Service work 
  • Financial services experience preferred 
  • Proficient computer skills, in Microsoft Word, Excel, Outlook/eagerness to learn new skills and software systems

 Benefits

Job Type: Full-time

Salary: Commensurate with experience

  • Competitive salary
  • Comprehensive medical plan
  • Dental plan
  • Vision Plan
  • 401(k) with employer match
  • Supplemental life insurance
  • Long and short-term disability coverage
  • Paid time off for vacation, sick time and personal days

How Do I Apply?

  1. Download the application to your computer, print it out and complete the application
  2. Fax it to (949) 861-6364 or scan and email it to employment@smartstop.com.

Application Form

SmartCart
Contact Us

- or call -

888-97-STORAGE

At SmartStop® Self Storage, we pride ourselves in your feedback so we can grow stronger and further. Thank you for taking the time to complete this form....We’re getting smarter because of you!

What are you contacting us about?

Local Store and Account Inquiries
Miscellaneous Self Storage Questions
Self Storage Acquisitions
Contact Us

- or call -

888-97-STORAGE

At SmartStop® Self Storage, we pride ourselves in your feedback so we can grow stronger and further. Thank you for taking the time to complete this form....We’re getting smarter because of you!

Thank You! Your Message Has Been Sent.

You will be contacted shortly.