Client Support Speci....
Client Support Specialist
Posted on :
28-02-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2575420
Our client a whiteglove thirdparty service provider that is integral in the construction & development process seeks an experienced Client Support Specialist to join their growing entrepreneurial team.
The Client Support Specialist works closely with the Draw Specialist team overseeing the successful download & storage of individual client draw requests. They are responsible for setting construction budgets in the internal accounting platform and then creating & tracking individual draw requests through a project management tool.
The ideal Client Support Specialist candidate is highly organized detailoriented and has a knack for providing exceptional client service.
This is an onsite role in a beautiful wellappointed office in Old Town Pasadena near public transit.
A day in the life of a successful Client Support Specialist includes but is not limited to:
- Monitoring the companys client portal for client questions & new construction draw requests
- Leveraging technology to download & manage draw request files and following up with clients for missing information or incomplete documentation
- Keeping an eye on the Teams draw request pipeline and following up with internal/external parties to ensure the process is streamlined
- Reviewing client communication documents and draw requests for accuracy and compliance with borrower guidelines
- Collaborating with company leaders in the execution of special projects new programs and adhoc requests as needed
Requirements
The ideal Client Support Specialist candidate possesses the following skills & experience:
- 1 years experience in a similarly highly detailoriented administrative role ideally in a professional office/client services environment
- Strong written and verbal communication skills adept at quickly and professionally responding to all levels of professionals
- Able to assimilate new concepts quickly learn new software and adapt to new processes & procedures
- Technologicallysavvy with a mastery of Adobe Acrobat DC Microsoft 365 (excel word PowerPoint OneDrive) Project Management Tools (Trello Asana etc.) and other software platforms
- Strong work ethic attention to detail and resourcefulness capable of working well independently and as a member of a crossdisciplinary team
- Associate or bachelors degree from an accredited institution is highly preferred or equivalent relevant working experience required
Benefits
Client provides a collegial onsite environment and the opportunity for advancement within a growing entrepreneurial environment. Compensation for the role ranges from $4555K annually dependent on experience.
1+ years' experience in a similarly highly detail-oriented administrative role, ideally in a professional office/client services environment Strong written and verbal communication skills, adept at quickly and professionally responding to all levels of professionals Able to quickly assimilate new concepts, learn new software, and adapt to new processes & procedures Technologically-savvy with a mastery of Adobe Acrobat DC, Microsoft 365 (excel, word, powerpoint, onedrive), Project Management Tools (Trello, Asana, etc.) and other software platforms Strong work ethic, attention to detail, and resourcefulness capable of working well independently, and as a member of a cross-disciplinary team Associate or bachelor's degree from an accredited institution is highly preferred, or equivalent relevant working experience required
Employment Type
Full Time
Company Industry
Key Skills
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