Client Services Coordinator

Kidder Mathews Careers•Tacoma, WA

1d•Onsite

About The Position

The Client Services Coordinator is a point person for Ray Schuler that will support their day-to-day operations of running their individual business. This position has a broad area of responsibility which can include administrative & marketing tasks in support of business and office operations including executive support of new business developments, transactions management, event planning and market reporting.

Requirements

Strong computer skills (Saleforce, DocuSign and MS Excel, Word, PowerPoint, Outlook, Photoshop Big+)
Strong writing, creating and managing documentation skills
Ability to prioritize, multi-task and utilize resources to execute tasks within a deadline-oriented environment
Demonstrated sense of urgency with execution and follow up of tasks and providing required information
Ability to speak, write and understand English
Excellent communication and organizational skills
Ability to build relationships with clients, vendors and internal partners
Demonstrated ability to function in a team environment and proactively problem solve
Highly motivated and high level of initiative
Willingness and demonstration of professional development and continual learning
Professional, clean and neat appearance
Demonstrated accuracy and attention to detail
Professional and customer-service oriented
Demonstrated commitment to continuous process improvement
Ability to learn new Software Systems quickly
Ability to partner with Broker and other internal stakeholders to coordinate activities to complete a common task
Ability to occasionally travel to properties for showings or vendors
Ability to attend meetings with clients and brokerage events
High School Degree or equivalent required, technical training preferred; or a combination of education and experience
Basic understanding of the commercial real estate industry including leases, purchases and sales agreements; understanding of statistical and financials
2+ years customer service or client facing experience; preferably commercial real estate, sales & marketing experience

Nice To Haves

Real Estate License preferred but not required

Responsibilities

Organize, review and manage pipeline, database, marketing tasks and upcoming assignments
Organize and manage calendar and email inboxes by resolving conflicts, escalating issues as appropriate, and ensure timely response and delivery
Coordinate day-to-day interfacing with clients, including assignment tracking (i.e. prospect interaction) and marketing updates
Provide Communication directly with clients, vendors, title/escrow, lenders and office staff over the phone, email and zoom
Coordinate creation of pitch and assignment materials including Offering Memorandums, Broker Opinion of Values and presentation leave behinds
Coordinate due diligence facilitation for in-process transactions
Manage marketing efforts, including: Annual/quarterly reporting Brokerage community marketing efforts (photography, eflyers, postcards, newsletters) Assignment updates on all tracking websites Deal announcement(s) List agreement(s) Addendum(s) Client Closing Gifts
New Listing Opportunities
Proposals
Plan broker-broker and broker-client events and guest visits for protestive and current tenants, owners, and partners ensuring memorable and positive experience
Input listing information into KM data base systems (KM Connect, CBA, Costar, Loopnet, Crexi, MWMLS, etc.)
Manage expense process by tracking, allocating and organizing
Lead and coordinate summary preparation of available properties for sale/lease
Create mailing lists based on location, uses, etc., as needed
Administer annual holiday appreciation gift process
In partnership with Broker, organize and maintain shared and individual drives and creative ideas for new business opportunities
Perform other duties or projects as requested