Cross Border Wealth is looking for an experienced, professional, and courteous Client Services Manager with great people skills to help our business prioritize existing customers and bring new clients on board. The Client Services Manager will be tasked with maintaining current clients and growing our customer base, keeping accurate correspondence records, meeting regularly with management, updating client details, developing customer service policies, and recommending different product options to clients. Your dedication to the needs of our clients will encourage client loyalty and enhance our organization’s growth through positive client-to-business engagement. Apply here
Cross Border Wealth is a US-based financial advisory firm with offices in New York & Manila. Our motto is Wealth Management Without Borders. We specialize in international pension management solutions for global citizens. Two areas of particular expertise are US retirement accounts for non-US residents and UK pensions for US residents.
We are looking to hire a Content Writer who will be fully responsible for all our content - press releases, blogs, social media, articles, web content, emails. etc. You’ll take ownership of all our content for marketing, sales, and PR activity. This person will report directly to the two Managing Partners. Apply here
Cross Border Wealth is looking for an experienced Hubspot Database Administrator & Email Marketing Specialist based in our Manila, Philippines office to help implement one of the firm’s mottos; “A clean database is a happy database”. This includes, but not limited to, running audit reports ensuring all required fields are completed, ongoing duplicate management, removing irrelevant leads, and updating data as CBW grows. Strong email marketing experience. Ability to develop and implement separate drip campaigns for leads in different stages of the sales cycle. Apply here
Cross Border Wealth is a US-based investment advisory firm catering to global clients with offices in NYC and Manila. We are looking for an experienced Wordpress Developer & Web Designer to help us complete the build of our new website. The position is temporary and project-specific, however, we would consider a longer-term relationship depending on the candidate and outcome. Apply here
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