Client Services Coordinator

Client Services Coordinator

The Client Services Coordinator position reports directly to the CAS Advisory & Transactions Operations Lead and will provide day-to-day management of key processes, including operational support, expense management, and administrative oversight of the CAS team.

The Client Services Coordinator (CSC) is an instrumental part of CAS and is a major contributor in coordination and support of the brokerage team. We are looking for a professional ready to make a career move within commercial real estate. As CSC, this person will be supporting marketing, operational duties, and transactional management with a high level of business insight and strong EQ, becoming a driving force of the team's success.

Essential Duties and Responsibilities

• Create market surveys and tour books, schedule tenant tours, draft lease / amendment paperwork, create vouchers, collect pertinent documentation
• Manage the deal close-out process, including generating invoices, following up on payments and liaising with the accounting team
• Help oversee the team's transactions, tracking critical dates and regularly updating clients and colleagues
• Prepare, submit and reconcile expense reports
• Maintain company databases to track prospects and business opportunities as well as internal revenue forecast
• Organize and update client files, manage distribution lists, and ensure data integrity across platforms (CRM, client portfolio technology etc.)
• Communicate with internal and external contacts at all levels in a confident, professional manner to maintain effective relationships. Direct questions / requests to other staff, as appropriate.
• Interact effectively with colleagues at all levels in the business to strengthen team culture, continuously improve the work environment, and identify and resolve issues.
• Perform additional duties and oversee special projects as assigned, including acting as a project manager and using influence to elicit results from others.

Qualifications

Pay Range

$65,000 - $70,000 USD