Exchange Specialist

Inspira Financial•Denver, CO

22h

About The Position

This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. The role involves executing on subject matter experts’ consultations with clients, preparing transactional documents and agreements related to company service offerings, and maintaining client files and reports. Additionally, the Exchange Specialist will provide administrative support, assist with cash management (banking and funding) for client accounts, and provide client support including troubleshooting and problem escalation. A key aspect of the role is gaining knowledge and understanding of 1031 exchanges to independently service clients, fielding inquiries via phone, email, and web-leads, and performing additional tasks as needed.

Requirements

Bachelor’s Degree in related field or equivalent industry experience.
Awareness of Certified Exchange Specialist (CES) Designation.
Highly ethical.
Comfortable not knowing answers, but resourceful and able to resolve issues.
Open to receiving and providing feedback.
Sociable – client facing.
Flexible and adaptable.
Highly self-motivated and directed.
Detail-oriented.
Partnering.
Confident.
Open to training and learning.
Expert written, oral, and interpersonal communication skills.
High level of competency working with Microsoft Office suite and cloud-based applications.
Strong time-management and prioritization skills.
Experience working both independently and, in a team-oriented, collaborative environment.
Familiarity with the Agile values and principles.

Nice To Haves

Title and Escrow/Real Estate experience preferred.

Responsibilities

Providing exceptional customer service to clients.
Onboarding and training of new clients.
Troubleshooting technology issues.
Maintaining strong client relationships.
Executing on subject matter experts’ consultations with clients.
Preparing transactional documents and agreements related to company service offerings and conventional forward exchanges.
Maintaining client files and reports.
Providing administrative support as required.
Assisting with cash management (banking and funding) to service client accounts.
Providing support to clients including troubleshooting and problem escalation.
Gaining knowledge and understanding of 1031 exchanges.
Fielding inquiries from clients via phone, email, and web-leads.
Performing additional tasks or responsibilities as needed by the company.