Client Services Coordinator

This role is based in an in-person workplace setting.

• Efficiently process customer credit applications and maintain accurate customer credit records
• Act as a liaison with centralized marketing analysis and research groups to ensure timely completion and submission of financial marketing and client-specific property data
• Organize and produce customized property information packages in response to Requests for Information (RFIs) and Requests for Proposals (RFPs)
• Coordinate complex on/offsite meetings and conferences, including arranging travel itineraries and meeting room reservations
• Maintain and update various information databases
• Generate standard and ad hoc reports as required and assist with website updates as needed
• Review marketing material specifications and ensure their compliance with client requirements
• Use Microsoft Office Suite and Adobe InDesign to manage and present data effectively
• Utilize your knowledge of commercial real estate to enhance the efficiency of our brokerage operations.
• Proven experience in Sales and Marketing.
• Strong knowledge and understanding of Analytics.
• Ability to effectively schedule appointments and manage calendars.
• Excellent research skills.
• Familiarity with database management and production.
• Experience in performing ad hoc financial tasks.
• Ability to act as a liaison between different parties.
• Knowledge of property and real estate sectors.
• Experience in handling conference calls.
• Proficiency in Microsoft Office Suites.
• Ability to understand and implement specifications.
• Experience in making reservations and submissions.
• Skilled in creating and managing marketing material.
• Proficiency in Adobe InDesign.
• Experience in ad hoc reporting.
• Ability to create and manage itineraries.
• Knowledge of commercial real estate.
• Experience in handling requests for proposals and information.
• Understanding of brokerage operations.
• Strong organizational and multitasking abilities.