Case Officer at Nomad Capitalist

Client Project Assistant

Who we are:

CLIENT PROJECT ASSISTANT

Nomad Capitalist is the world’s most sought-after brand for aspiring global citizens who believe in living life beyond borders. We help hundreds of clients each year to create custom Plans for internationalizing their business and investments, becoming dual citizens, and living abroad. More than 17 million people worldwide consumed our content in 2020; our brand continues to grow with 300%+ annual growth, sold-out live events, and best-selling books.

Regarding the position:

You’ll be working directly with our high-net-worth clients to help them implement their international plans, from incorporating companies in Hong Kong to applying for St. Lucia citizenship. You will be responsible for coordinating with our suppliers around the world to get the client’s work done on time while ensuring their complete satisfaction. No two days are the same. A great personality, attention to detail, and a “no excuses” attitude are required. We will provide all the necessary training, but a background in customer service with international clientele and project management will be a plus.

Requirements:

- Fluent in written and spoken English.
- Bachelor's degree in International relations, Law, Finance/Business or any related field. - Strong communication and interpersonal skills
- Excellent time management skills, knowledge of western cultural etiquette, and professional dress
- Positive, "can-do" and "no excuses" mentality

Responsibilities:

- Work directly with clients assigned to Client Case officers.
- Handle all aspects of executing client cases - Communicate with existing external vendors, including but not limited to banks, government offices, and lawyers.
- Adding to our professional network by researching, contacting and vetting new external vendors that would benefit our business. Including but not limited to tax advisors, agents and banks.
- Collect documentation for clients and assist with filing their applications.
- Self-educate and understand Nomad Capitalist programs and ask for training if required. Case Officers should be able to simplify and break down the processes and steps for client’s plans.
- Practise effective time management to reach milestones and execute plans within promised time frames.
- Answer client emails and communications quickly and professionally to maintain high customer service standards.
- Build strong rapport with clients and seek opportunities to upsell and offer them additional services
We offer:
- Competitive starting salary and salary growth in 90-180 days
- Necessary training and advancement opportunities
- Participation in the company's profit-sharing pool and matching downpayment assistance.
- Access to our annual live events
- Dynamic working environment with an international team of young professionals.

Ready to Make a Global Impact? Your journey with us will be rewarding, challenging, and unique.