Portfolio Administration, Client Relationship Manager (CRM), West Region
Portfolio Administration, Client Relationship Manager (CRM), West Region
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1 Vacancy
Job Description
Job Title
Portfolio Administration Client Relationship Manager (CRM) West RegionJob Description Summary
Responsible for driving profitability overall client satisfaction and exceptional service delivery for allassigned Portfolio Administration accounts within the assigned region. Provide leadership and
management across all aspects of the accounts for relationship management growth & talent culture
management and financial performance.
The overall role includes but is not limited to the management of the following:
o Drive an inclusive and positive culture
o Manager and associate development
o Escalation point for client & associate matters
o Client experience
o Service delivery standards
o Assist with staffing needs
o Assist with tours and client visits as necessary
o Drive financial Performance
Job Description
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Actively manage account talent by providing talent reviews performance reviews and succession planning for all staff within the assigned region. Including but not limited to 9 block ratings with the management team highlighting rising stars low performing associates and subject matter experts.
Host monthly meetings with management team and all associates on their respective accounts.
Connect associates to regional leadership teams and with each other Provide a forum for managers to discuss concerns clients associates and highlights within the region
Review health of current accounts and team including the culture of team staffing and opportunities for expanding scope as necessary
Run proformas for ongoing accounts no less than annually to ensure profitability or for proposed staffing changes based on gearing ratios scope & current client needs
Work with PA PSC Operations Lead to manage staffing requirements including allocations expanded needs Proforma adjustments etc.
Coach managers on communicating performance of their associates to determine next steps
o Rising Stars: opportunities for additional exposure projects and recognition o Associates needing improvement: what trainings are needed having critical conversations documenting conversations/PIPs where necessary
Proactively develop and maintain strong client relationships
Serve as first point of escalation for all matters relating to a client within the assigned region
Drive profitability through management of the P&L for the accounts within the assigned region
Manage contract performance and scope to ensure meeting of all deliverables for the accounts within the assigned region including SOC compliance
Review a list of expiring contracts within the next 6 months & coordinate with Ops Lead opportunities for expanded scope extended renewals increased/decreased pricing technology enhancement etc.
Develop and deliver transformational strategies to maximize account performance including review of allocations and implementation of best practices
Identify and resolve inefficiencies in existing account processes and work with existing manager to determine how to improve
Assist in the oversight of client projects
Assist with client tours business development client visits and support with client transformations and onboarding of new clients Support new business initiatives through CoStar technology demonstrations creating pricing and understand proposal activities
Support K2 (Budapest PSC) Transitions and Integrated Portfolio Management initiatives
Support and assist with departmental and companywide initiatives and ensure company standards are implemented met and maintained
Have a thorough understanding of the Portfolio Administration Platform and identify opportunities for enhancing service solutions and capabilities to existing clients
KEY COMPETENCIES
1. Demonstrated leadership/management skills
2. Strong Customer Service Skills
3. Strong Communication Proficiency (oral and written)
4. Presentation Skills
5. Organization Skills
6. Technical Proficiency
7. Analytical Skills
8. Research Skills
9. Detail Oriented
10. Interpersonal Skills
11. Sense of Urgency
EDUCATION
Bachelors Degree preferred in any field; business finance/real estate accounting ideal
ADDITIONAL ELIGIBILITY QUALIFICATIONS
5 years of relevant work experience
Ability to understand interpret and abstract complex real estate lease terminology
Working knowledge of financial terms and financial statements
Ability to manage multiple priorities
Strong proficiency with MS Office Suite (MS Word Excel and PowerPoint)
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for 75% of the time; and extend hands and arms in any direction.
AAP/EEO STATEMENT
C&W provides equal employment opportunity to all individuals regardless of their race color creed religion gender age sexual orientation national origin disability veteran status or any other characteristic protected by state federal or local law. Further C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.
OTHER DUTIES
This job description is not designed to cover or contain a comprehensive list of activities duties or responsibilities that are required of the employee. Other duties responsibilities and activities may change or be assigned at any time with or without notice.
Note: This job description includes the core responsibilities for C&W. These duties may have slight modifications based on the regional location
Cushman & Wakefield is an Equal Opportunity employer to all protected groups including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA) if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield please call the ADA line at 1- or email. Please refer to the job title and job location when you contact us.
INCO: Cushman & WakefieldRequired Experience:
Manager
Employment Type
Full-Time
