Client Services Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a professional and responsive liaison for clients and potential clients.

• Address client inquiries, requests, and follow-ups promptly and professionally.

• Assist clients in understanding the subsequent steps, information needs, documentation, and relevant process milestones.

• Organize, collect, and track client information and necessary documents efficiently.

• Keep accurate records of client interactions, notes, tasks, communications, and follow-up actions within company systems.

• Monitor pending requests and proactively follow up to ensure client activities progress smoothly.

• Facilitate communication between clients, financing professionals, and internal stakeholders.

• Aid in the organization and advancement of commercial real estate financing opportunities.

• Identify any missing information or potential issues and relay them to the appropriate team member.

• Manage confidential business and financial data with care and professionalism.

• Juggle multiple priorities while ensuring accuracy, responsiveness, and meticulous attention to detail.

• Provide suggestions and feedback aimed at enhancing client communication, service quality, and internal processes.

⛳️ Requirements

• A minimum of 3 years of experience in client services, customer support, account coordination, financial services, real estate, administrative support, or a similar field is preferred.

• Exceptional written and verbal communication capabilities.

• Strong organizational skills with a keen eye for detail.

• Proven ability to manage multiple priorities, deadlines, and client requests effectively.

• Proficient in using CRM systems, email, spreadsheets, business software, and digital documentation tools.

• Strong follow-through and the ability to take charge of assigned responsibilities.

• Capacity to grasp commercial real estate finance concepts, terminology, and workflows.

• Professional judgment in managing confidential or sensitive information.

• Ability to work autonomously in a remote setting while collaborating efficiently with a team.

• Strong problem-solving abilities and a genuine dedication to delivering a positive client experience.

🏝️ Benefits

• Opportunity for remote work in a collaborative digital work environment.

• Professional growth through practical experience in commercial real estate finance.

• Opportunities for meaningful client interaction and relationship building.

• Exposure to financing workflows, business operations, technology, and client relationship management.

• A collaborative culture emphasizing communication, accountability, and professional development.

• Competitive salary and relevant employee benefits, with specific details and eligibility provided during the hiring process.