Career Opportunities

Job Title: Client Services Coordinator

Job Summary

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.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Executing on subject matter experts’ consultations with clients.

Preparing transactional documents and agreements both manually and via software applications related to company service offerings.

Maintaining client files, reports and providing administrative support as may be required.

Assisting with cash management (banking and funding) to service client accounts.

Providing support to clients including troubleshooting and problem escalation as needed.

Providing strong, consistent customer service to all clients and maintains client relationships.

Assisting with onboarding and training of new clients and retention of existing clients.

Gaining knowledge and understanding of 1031 exchanges in order to independently provide service to clients.

Fielding inquiries from clients via phone, email, and web-leads.

Performing additional tasks or responsibilities as needed by the company.

MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION

Bachelor’s Degree in related field or equivalent experience.

PREFERRED QUALIFICATIONS OF POSITION

Awareness of Certified Exchange Specialist (CES) Designation

Title and Escrow/Real Estate experience preferred.

BEHAVIORS & TRAITS

Company Values: Creative, Collaborative, Competitive, Curious

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

Inquisitive

Detail-oriented

Partnering

Confident

Open to training and learning

KNOWLEDGE AND SKILLS

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.

POSITION TYPE AND EXPECTED HOURS OF WORK

This is a full-time position with 40+ hours of work expected each week.

Minimal travel is expected for clients and conferences.

LOCATION

This position is based out of various Accruit locations across the country.