Client Services Coordinator
Shelton, CT - USA
Job Summary
- 401(k) Employer Contribution
- 401(k)
- Bonus based on performance
- Dental insurance
- Free food & snacks
- Health insurance
- Training & development
- Tuition assistance
- Vision insurance
Key Responsibilities:
- Serve as a liaison between the sales agents and the company platform ensuring smooth communication and seamless integration.
- Coordinate marketing collateral for property listings including brochures email campaigns property photography and proposals.
- Maintain accurate and up-to-date data in commercial real estate databases and marketing platforms. (Rethink Buildout LoopNet Crexi)
- Assist with client invoicing and ensure all deal-related documents (confidentiality agreements contracts Rep Agreements LOIs and closing documents) are organized and up to date.
- Provide general administrative support including transaction management preparing and executing agreements and assisting with project coordination.
- Collaborate with the marketing team to develop creative content and manage social media accounts.
- Plan and execute broker events and other client engagement activities.
- Assist with CRM management and data tracking to support business development efforts.
- Bachelors degree in business marketing or a related field is preferred.
- 2 years of experience in an administrative marketing or client services role ideally within real estate or a similar field.
- Excellent organizational skills and attention to detail.
- Strong written and verbal communication skills.
- Experience with CRM systems and proficiency in Microsoft Office (Outlook Word Excel).
- Ability to multi-task prioritize and manage time effectively in a fast-paced environment.
- A collaborative team player with strong interpersonal skills.
- Marketing or design experience is a plus.
About Us
Careers
- Mentorship
- Collaboration
- Partnership
Required Experience:
IC
About Company
A Team Committed To Your Future Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results. As strategic business advisors and critical think ... View more