Client Manager - Digital Investment Platform

About the role

Invia Investments CJSC, a licensed Armenian investment company regulated by the Central Bank of Armenia, has launched Rate.Invest, a digital investment platform for retail investors. It is looking for a motivated, client-oriented Client Manager focused on client service, relationship management and operational support within the Rate.Invest project. You will be the main point of contact for clients, guide them on investment products and services, handle complex inquiries and work closely with internal teams.

Key responsibilities

• Manage client inquiries and requests, resolving them accurately and on time
• Advise clients on investment products, financial instruments, trading platforms, tariffs and services
• Handle complex inquiries escalated by the first-line Contact Center team
• Support Contact Center staff with product knowledge, operational procedures and client matters
• Assist clients with onboarding, registration, account setup and ongoing account requests
• Conduct outbound communications to clarify requests, help clients and follow up on open issues
• Coordinate with operations, technical, compliance and other teams to resolve client matters
• Monitor and manage client requests through CRM and Helpdesk systems
• Contribute to improving client service processes and the client experience

Required profile

• Bachelor's degree in Finance, Economics, Banking, Business Administration or a related field
• At least 3 years of experience in banking, investment services, financial institutions or a related field
• Good understanding of financial markets, investment products and banking services
• Experience in client relationship management, financial services support or client-facing roles
• Fluency in written and spoken Armenian and Russian; good English is an advantage

Required skills

• Strong communication, interpersonal, analytical and problem-solving skills
• Ability to explain complex financial products clearly
• Organizational skills, attention to detail and ability to manage several priorities
• Proficiency in Microsoft Office; experience with CRM, Helpdesk or similar systems is an advantage

What we offer

• A growing investment company and an innovative digital investment platform
• Exposure to international financial markets, investment products and financial technology
• Professional growth in investment services and client relationship management
• A collaborative, supportive environment and involvement in a strategically important project