Client Services Coordinator

About the role

This is an Onsite working arrangement at our San Francisco, CA location.

Responsibilities

• Helping support the Business Development of Brokers through marketing efforts, creation of pitch decks and other graphic material
• Managing the transaction communication, correspondence and process from commencement to completion
• Balancing multiple activities and projects at a time for multiple members of the team, and tracking action items, delivery dates/times and ‘manage up’ to completion of each project
• Developing pitches and presentations for a varied range of clients for broker team
• Executing marketing campaigns, including scheduling campaigns, maintenance of mailing lists, and running campaign reports
• Updating Brokers’ recent transactions on applicable websites, and client contract portals for both local and regional clients intel to be readily available
• Participating in management and coordination of transaction and due diligence processes, entering deal sheets and submitting completed trade record and supporting paperwork, preparing invoices and tracking payments
• Serving as the team's go-to resource for all AI-related initiatives, developing and maintaining prompt libraries, establishing best practices, providing training and support, and identifying opportunities to leverage AI tools to improve efficiency and outcomes

Requirements

• 1-2+ years of marketing/administrative support services experience within Commercial Real Estate
• Working experience and knowledge of AI tools such as ChatGPT, Claude, Copilot etc.
• Bachelor’s degree, preferably in Business, Marketing or Real Estate
• Proficient in intermediate functions including MS Word, Excel, Powerpoint and comfortable with using network/cloud based systems
• Excellent communications skills, both oral and written
• Excellent organizational and prioritization skills

Qualifications

• Currently authorized to work in the United States on a full-time basis

Skills

• Marketing/Administrative Support Services
• AI Tools (ChatGPT, Claude, Copilot)
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Communication Skills (Oral and Written)
• Organizational and Prioritization Skills

Benefits

• Potential for professional growth and development within a leading industry
• Nimble, decentralized culture offering diverse opportunities for learning and advancement
• Competitive compensation package including a range of $32.12 to $38.46 per hour

Pay

• $32.12/hour to $38.46/hour

Schedule

• Onsite working arrangement at our San Francisco, CA location