Client Services Representative

Birgo • Pittsburgh, PA

2d • $50,000 - $60,000 • Hybrid

About The Position

Birgo is a vertically integrated real estate company that raises capital to acquire and maintain rental properties, specializing in multifamily real estate. The company has grown significantly over the last ten years and is guided by a distinctive set of values (T.H.R.I.V.E.) and an enduring mission. This role is an opportunity to join the team and improve lives through real estate. As the Client Services Representative, you will be the first point of contact for investors, working directly with Investor Relations leadership, including the CEO. You will learn the fundamentals of real estate investing while delivering responsive and hospitable service.

Requirements

• Excellent phone and email communication skills.
• Enthusiastic about technology.
• Strong interpersonal skills.
• A creative mind with the confidence to suggest improvements.
• Ability to manage sensitive and confidential materials.
• Customer service experience, including phone-based customer service.
• Must be able to be on the phone and use a computer for an entire workday.

Nice To Haves

• Patient and a willing team player.
• Servant-hearted and genuinely concerned with the needs of others.
• Enjoys a fast-paced environment and taking on new challenges.

Responsibilities

• Serve as the 'Director of First Impressions' for investor relations, triaging daily incoming communication via phone or email.
• Maintain ongoing communication with current investors, ensuring responsiveness, professionalism, and a consistent experience.
• Provide technical support for investors navigating the online platform, including password resets, profile updates, and viewing investment performance.
• Assist investors with inquiries regarding monthly or quarterly distribution statements, updated balances, or banking information changes.
• Communicate with investors during tax season, answering basic questions about Schedule K-1 distribution timelines, resending lost documents, and troubleshooting portal login issues.
• Aggregate common questions or friction points from the investor inbox to help the team update FAQs, improve call scripts, or refine the onboarding workflow.
• Conduct initial screening calls with prospective investors using an established call script and qualification framework, documenting outcomes and escalating qualified leads.
• Monitor the status of pending document signatures and money transfers to ensure completion.
• Proactively nurture investor relationships through gifting, touchpoints, and event invitations, reflecting Birgo's hospitality standards.
• Provide administrative support for events and webinars.
• Assist with bulk mailing or emailing of newsletters, quarterly reports, and company updates.
• Perform other duties as assigned to help Birgo improve lives through real estate.

Benefits

• Medical insurance through an ICHRA (more flexibility to choose the plan and carrier that fit you)
• Dental, vision, pet, and supplemental insurance
• Short-term disability and life insurance at no cost to you
• Paid time off, paid holidays, sick time, and mental health days
• Professional development stipend
• Healthy Lifestyle Reimbursement
• Team outings and volunteer events

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed