Client Services Coordinator

Description

Position Overview

The Client Services Coordinator provides entry-level support to ensure excellent client service and smooth execution of daily operations. The Client Services Coordinator is responsible for providing administrative support to the business units. Tasks include prioritize and manage multiple tasks at once such as tracking action items, reviewing material for spelling, content coordination for proposals, as well as general administrative items and basic marketing support like ?yers, market surveys, and tour books. The coordinator works closely with brokers, Market Leaders, and clients to maintain high standards of responsiveness and professionalism.

Key Responsibilities:

Administration

• Assist the business unit with administrative tasks, such as travel arrangements, schedule meetings and appointments
• Balance multiple activities and projects at a time for multiple members of the team
• Database management with multiple target populations
• Prioritize and track action items
• Provide general administrative support (e.g. File management, organizing distribution of marketing efforts, and other correspondence), and provide cover for other CSCs as needed
• Maintain database of contacts, lease comps and sales volumes, entering data when received

Marketing Support

• Assist with execution of marketing campaigns, including scheduling campaigns, maintenance of mailing lists, and running campaign reports
• Coordinate business content for proposals and digital channels
• Create various marketing/presentation materials including charts, graphs and excel worksheets
• Write or edit documents for spelling, grammar and layout
• Monitor competitor research and data collection

Client Support

• Liaise with clients to coordinate information, organize meetings and obtain required documentation
• Other duties as assigned

Requirements

Qualifications

• 1–2 years of experience in client services, customer support, or administrative roles.
• Strong organizational skills with attention to detail and accuracy
• Handle confidential information with the highest level of discretion.
• Proficiency in Microsoft Office Suite; CRM experience preferred.
• Previous experience in a similar position is considered an asset
• Previous commercial real estate experience is considered an asset.
• Excellent communication and interpersonal skills.
• Bachelor’s degree preferred or equivalent experience

WHAT WE BELIEVE

We succeed when our clients succeed. Our success is measured in the achievement of our clients’ objectives, satisfaction, and trust.

· Integrity – We will not compromise our individual or corporate integrity for any reason

· Respect – We celebrate the intrinsic value of each person and embrace diverse perspectives

· Teamwork – Collective efforts provide extraordinary results

· Balance – A consistently productive team balances family, faith, community, and self

· Leadership – Continued success relies on our ability to attract and motivate leaders of character

***We do not use 3rd party recruiting agencies***