Senior Client Services Specialist, Retail Services

About the role

We're seeking a motivated and ambitious individual to support our top producing brokers, focusing on client relationship management, transaction coordination, and marketing content creation.

Responsibilities

• Assist in managing the transaction process from start to finish, including the preparation of investment memoranda, client coordination, market data and research, and management of the due diligence process.
• Manage team workflow and delivery deadlines for materials both internally to team members and externally to clients.
• Aid in creating and scheduling client events, including event flyers and occasional on-site support during events (some local travel may be required).
• Schedule travel for brokers including hotels and airfare.
• Partner with the team on various analytical work related to the company's existing pipeline and deal flow.
• Create and format proposals, presentations, correspondence, RFPs using MS Word, Excel, PowerPoint, and Adobe InDesign.
• Coverdue diligence process among all parties in the transaction process.
• Review real estate documents (financial statements, leases, loan documents, appraisals, etc.) to verify and abstract imperative information.
• Manage the team’s CRM, ensuring client, prospect, and tenant information is accurate and current.
• Create property marketing materials including flyers, brochures, email campaigns, social media content, and listing presentations.
• Maintain and update listings across LoopNet, Crexi, CoStar, Colliers, and other marketing platforms.
• Cookordination photography, drone shoots, site plans, and other marketing assets.
• Aid in prospecting by researching expanding retailers, preparing target lists, and coordinating outreach campaigns.
• Prepare and distribute broker email campaigns and marketing announcements.

Requirements

• Bachelor’s degree in business, Marketing, Communications Real Estate, Finance, or related discipline.
• Valid real estate license in the state of Florida.
• 4 years of work experience in real state, marketing, finance, capital markets, or related industry.
• Experience using AI productivity tools (such as ChatGPT, Microsoft Copilot, or similar platforms).
• Intermediate proficiency with Adobe InDesign, Illustrator, Photoshop.
• Intermediate knowledge of Microsoft Office Suite.
• Excellent organizational, interpersonal, writing, and communication skills with ability to communicate analytical and marketing data effectively.