Client Relations Consultant
Client Relations Consultant
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Job Description
Overview
When you join Hines you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence earning us a spot on Fast Companys esteemed annual list of the Worlds Most Innovative Companies as well as recognition as one of U.S. News & World Reports Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
As a Client Relations Consultant with Hines you will be responsible for providing exceptional customer service handling inquiries resolving issues and ensuring customer satisfaction. Analyzes and resolves customer concerns using established procedures. Supports the sales efforts and overall promotion of Hines Private Wealth. Responsibilities include but are not limited to:
Manage incoming calls and electronic communications from shareholder and financial professionals leveraging multiple systems to address operational inquiries and resolve issues.
Manage account related workflows and investigate and resolve shareholder and financial professional inquiries effectively.
Work closely with sales team (assigned territories) by being the point of contact for all operational inquiries procedural information issue resolution and other duties as required.
Define and analyze account problems by identifying issues to provide accurate information and answers. Recognize priority situations and understand when and how to elevate these situations to management. Monitor these items daily to ensure accurate and timely completion. Communicate resolution once issue has been resolved.
Maintain a strong understanding of our products policies and services to provide accurate information and assistance.
Proficiently understand and interpret a wide range of manuals and legal documentation.
Gather and report shareholder and financial professional feedback to help identify trends pain points and areas for improvement.
Keeps current on procedural changes information updates and market updates. Organizes the information to effectively and efficiently communicate.
Generate outgoing correspondence and communications as required.
Perform related duties as required.
Qualifications
Minimum Requirements include:
Bachelors Degree; or High School Diploma or equivalent and one (1) year service experience with processes similar to Companys operations.
Excellent verbal and written communication skills.
Skilled in using Microsoft Word Excel and Outlook efficiently.
Empathy and patience when dealing with customers both internally and externally.
Ability to manage multiple tasks.
Ability to perform in a fast-paced team driven environment.
Strong organizational skills accuracy and attention to detail are essential.
Ability to meet highest attendance and punctuality requirements.
Ability to obtain Series 7 and 63 licenses after 12 months of employment in good standing.
- Minimal travel may be necessary.
Closing
At Hines we strive for excellence as a leading global real estate investment manager driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion of assets across such property types as living office retail mixed-use logistics and life science projects all designed to enhance value connection and inspiration. Our strategic approach integrates local expertise with global knowledge taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients needs.
While our projects are renowned for enhancing cities and pioneering sustainable practices we recognize that the true driving force behind Hines success is our 5000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people offering comprehensive training competitive compensation robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team we cultivate an inclusive environment where everyone including our clients can thrive.
Hines is proud to be named to Fast Companys prestigious annual list of the Worlds Most Innovative Companies for 2024. Includes both the global Hines organization and RIA AUM as of December 31 2023.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.
Required Experience:
Contract
Employment Type
Unclear
