456 Brokerage jobs in the United States
Brokerage
Posted 3 days ago
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Job Description
This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers and distributions. This includes analyzing and processing non-routine and/or complex new business and service transactions (including "not in good order" items). Position will also make outbound calls as required. Ensures service-related activities are performed quickly, accurately, cost-effectively and in compliance with internal service and state and federal regulatory standards. Provides support in the development of policies/procedures and quality assessments. This position focuses on using job or technical knowledge and skills to serve customers effectively. Willingly cooperates and works collaboratively to accomplish department objectives. Job Duties and Responsibilities Provide services as part of a brokerage operations functional team. This includes answering member and field phone calls, assisting other team members, managing workflow, flexing to provide functional coverage and collaborating with other service teams. Maintain a thorough understanding of brokerage operations products, services and affiliated systems including the NFS and Thrivent systems and applicable operational policies and procedures. Build and maintain a high quality and professional working relationship with all field professionals, clearing firm and internal business units. Analyze, approve and provide high quality and timely service assuring strong member and field satisfaction and achieving and exceeding established service level timeframes. Provide quality customer service by providing detailed, accurate and timely communications to ensure the field and clients have a reasonable understanding of the operational status of the account. Achieve or exceed department quality standards. Required Job Qualifications High School, 1-2 years related experience Strong written and communication skills Proficient with MS Excel, MS Word, and applicable financial reporting tools. Other Critical Factors Ability to work day and/or evening shifts according to volume forecasts. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $22.47 - $30.40 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to or call and request Human Resources. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr
Brokerage Coordinator
Posted today
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Job Description
Responsible for providing local support for a Brokerage Team within a specified market. This role will help to ensure that administrative and brokerage support functions are provided efficiently and effectively. They will work closely with the Operations Manager and fee-earners within the market to provide support and implement strategic initiatives. Most of the duties are administrative, with a focus on marketing/business development support.
Creatively solve problems to ensure the Broker Team operates in an efficient and effective manner
- Provide administrative support duties for fee-earners and occasional office support
- Support mail room operations and staff when needed (i.e., mail sorting, postage machine, fax and copy machines)
- Ensure corporate standards and internal company processes and systems are leveraged Pipeline Management, Revenue Reporting, and Forecasting
- Help promote the culture of compliance within the office for fee-earners to routinely update the CRM system
- Communicate and enforce guidelines on updating the CRM system within the office
- Work with Operations Manager to follow up with fee-earners to update pipeline information
- Enter and update opportunity information in the CRM system according to prescribed guidelines
- Check for any conflicts/duplicates in opportunity ownership and escalate to fee-earner
- Maintain tracking of expenses related to deals, using Commissions
- Assist in updating CRM Upon closing of deals
- Collect necessary documentation and deliver to Commissions Accounting
- Enter deal management calculations into CRM upon closing of deals
Support Sales and Marketing
- Assist in the Creation and/or editing of presentation materials including flyers, leasing proposals, e-blasts, and invitations using standard marketing-approved templates.
- Assist in the design and format of client deliverables, pitch presentations, and offering memorandums
- Interact professionally with clients and vendors to complete marketing-related tasks (scheduling photography and flown aerials, professional print materials, requesting approvals, etc.)
- Assist in the production and distribution of reports, proposals, and other materials
- Responsible for client/contact mailing campaigns
- Creation and execution of tour books and other deliverables
- Update and maintain client database
Enter Expense Reports
- Collect expense reimbursement documents, such as receipts, and other information from fee-earners, and submit them for processing.
- Attribute expenses to specific deals or other codes and track them against the deal budget.
Other Administrative Duties
- Perform administrative duties such as booking travel, answering phones, managing conference spaces, receiving guests, maintaining conference spaces when needed, collecting and distributing mail, and running a copy room or copier.
- Assist with other aspects of meetings and managing calendars for fee-earners
- Maintain confidential department records and office files following internal company procedures
- Coordinate catering, venue selection, invitations, and other event planning activities as needed for the Brokerage Team.
The role will be evaluated on the following:
- Management of costs to budget
- Positive attitude
- Professionalism
- Efficiency and dependability
- Organization
- Customer service and people skills
- Desk and phone coverage
- Timeliness and responsiveness to requests and conflict resolution
- Ability to work well with Senior Leadership
- Ability to set priorities, meet deadlines and multitask
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or email Please refer to the job title and job location when you contact us.
Brokerage Coordinator
Posted today
Job Viewed
Job Description
Weitzman is the most respected provider of retail real estate services in Texas. Our team provides a full range of services including general brokerage, property management, asset management and development services. We operate exclusively in Texas' major markets: Dallas-Fort Worth, Austin, Houston and San Antonio.
Weitzman is recruiting for a Brokerage Coordinator for our Dallas office located in the Uptown area.
Responsibilities:
- General administrative support to a group of sales professionals, including written correspondence, letters of intent, contracts, lease documents, and execution of marketing collateral
- Answer, screen and direct incoming telephone calls
- Organize, prepare and produce customized, client specific property information
- Collect, assemble and organize research on various companies and properties
- Maintain and update relevant databases and assist with website updates
- Organize and maintain filing system, file correspondence and other records
- Backup for other administrative staff and receptionist/front-desk rotation
Qualifications:
- 2 to 3 years of previous commercial real estate support experience required
- Strong administrative and organizational skills with experience working in fast-paced environment
- Detail oriented, strong proof-reading, oral and written communication skills
- Self-starter who is able to prioritize and manage multiple projects concurrently
- Previous success working independently and as part of a team
- Ability to work well under pressure while maintaining a professional, client-focused demeanor
- Requires knowledge of financial terms and principals. Ability to calculate intermediate figures such as percentages, discounts and/or commissions. Conducts basic financial analysis. Ability to abstract a lease
- Advanced computer skills with MS Office Suite and internet research
- Knowledge of Adobe Creative Suite
- Extremely dependable, flexible and able to work overtime
Benefits:
- Competitive compensation
- Company holidays and generous PTO
- Employer paid life insurance and long-term disability coverage
- Medical, vision, and dental insurance
- Health Savings (HSA) and Flexible Spending Accounts (FSA)
- Employee Assistance Program (EAP)
- 401k match
- Tuition reimbursement
- Referral bonus program
- Learning and development classes
- Summer Fridays
- Monthly social events
- Free on-site secured parking
- Free on-site gym
We are an equal opportunity employer.
Job ID: #WZT123
Brokerage Coordinator
Posted today
Job Viewed
Job Description
Brokerage Coordinator
Job Description Summary
The Brokerage Coordinator will report to the Senior Operations Manager and will serve as the support for the fee-earner and/or team. This position is responsible for support and management of client service activities such as pitch and proposals, transaction support, and fee-earner administrative support. The Brokerage Coordinator will interact with various departments within the organization on behalf of the fee-earner to ensure they are able to meet the needs of their clients.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manage database
- Manage content creation process with regards to timeline and production cycle
- Coordinate with other departments based on the needs of the fee-earner
- Support timeliness of deliverables
- Provide sales and deal support
- Pitch and proposal coordination
- Manage coordination with Marketing, Research, and Financial Analyst on behalf of fee-earner for the creation of pitch/proposal and deliver content as necessary
- Populate template market documents such as tour books, property flyers, and brochures
- Create or assist with production and design marketing and collateral deliverables (eg. Pitch presentations, proposals, property flyers, brochures, marketing eblasts, event invitations, tour books, floor plan edits, updating stacking plans)
- Abstract leases and draft proposals with direction from supervising C&W real estate professional
- Compile information to be used in periodic landlord leasing activity reports
- Organize transaction documents, including confidentiality agreements, leases, contracts, listings, closing documents, etc for deal submission.
- Handle client contact lists, including database management
- Prepare expense reports, schedule meetings, book travel.
- Enter new leads and opportunities into the CRM system and update accordingly
- Schedule meetings with Client on behalf of fee-earner and coordinate any other arrangements as needed
- Assist in planning, scheduling, and promoting of fee-earner hosted events
- Coordinate travel and other logistics for fee-earner as necessary
- Prepare deal related documents and provide to fee-earner for review, approval, and delivery
- Conduct Other Administrative Duties as necessary
- Bachelor's Degree (Business, Marketing, Communications, or Finance a plus) preferred
- 3+ years' experience in a professional organization or equivalent educational experience
- Administrative experience for executive level professional for more senior positions preferred
- Advanced knowledge of Microsoft Office
- Intermediate knowledge of Adobe InDesign, Photoshop and Salesforce a plus
- Excellent written and oral communication skills
- Ability to multitask
- Ability to take direction from multiple sources
- Excellent project management skills
- Excellent attention to detail
- Demonstrated aptitude to solve problems and navigate through obstacles
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or email . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Brokerage Coordinator
Posted today
Job Viewed
Job Description
Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
What this job involves
We are looking for a Brokerage Coordinator to join our Brokerage Operations team. You will provide high level support to commercial real estate brokerage producers within our Houstonoffice. You will have the opportunity to engage in a well-rounded list of contributions for the team, which will include: administrative, financial, marketing and operational functions for the business. We offer a fun, fast-paced, collaborative, dynamic and inclusive environment. This role provides a unique opportunity with exposure to all aspects of the business by partnering with brokers, research, marketing, finance, and coordinators to help in the overall success of the office.
Business Operations
- Gather market research information to create client deliverables such as, market surveys, tour books, competitive sets
- Prepare deal documents including Request for Proposals, Letters of Intent, renewal letters, leasing status reports & customer & prospect correspondence, with direction from brokers and/or knowledge of company policies, procedures, and best practices
- Update & maintain company Contact Relationship Management (CRM) database to track prospects, clients, and deal information
- Manage & maintain all listings on CoStar, LoopNet, View the Space & Hightower
- Prepare property marketing flyers, brochures, and email distributions
- Create and edit presentations, pitches, and client deliverables for prospect/client meetings
- Assist and participate in planning as needed for industry functions or client events and open houses
Finance
- Collect & process deal file paperwork; calculate, generate & send invoices utilizing JLL accounting platform
- Track and process broker expense reports according to the JLL T&E policy
Administrative
- General duties such as printing, binding, scheduling meetings, greeting clients, conference room set up, office maintenance, broker IT support, making travel arrangements & front desk coverage as needed
Required
- 1+ years relevant experience supporting multiple people preferably in the commercial real estate industry or other professional services organization
- Highly proficient in Microsoft Office Suite including, Word, Excel, Power Point, Outlook with ability to learn new software and JLL's in- house platforms
- Experienced with Adobe InDesign
- Project management capabilities, including multi-tasking, prioritization, deadline management, & the ability to work both independently & with a team
- Resourceful, proactive, detail-oriented, & willing to learn with a positive attitude & a drive for personal growth & development
- Able to assert discretion & professionalism when given access to confidential & private information
- Strong proofreading and editing abilities
If this job description resonates with you, we encourage you to apply even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Location:
On-site -Houston, TX
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
- 401(k) plan with matching company contributions
- Comprehensive Medical, Dental & Vision Care
- Paid parental leave at 100% of salary
- Paid Time Off and Company Holidays
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here.
Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Accepting applications on an ongoing basis until candidate identified.
Brokerage Coordinator
Posted today
Job Viewed
Job Description
Key Responsibilities include:
- Self-motivated, resourceful, flexible, team player
- Ability to work successfully on multiple projects in a fast-paced environment
- Strong emphasis on delivery of exceptional customer service
- Strong oral and written communication skills
- Ability to deliver with accuracy and punctuality to meet business needs
Administrative:
- Coordinates meetings with clients/prospective clients, including logistical support.
- Books travel as needed.
- Assists with all other administrative requests as needed, including coordination of printing, packages, courier, etc.
Finance:
- Coordinates invoices and sends to the appropriate contact for payment.
- Submits and tracks expense reports; follows up as needed on reimbursements.
Business Development:
- Coordinates across internal departments and teams (Operations, Marketing, Finance, etc.) on behalf of the broker team for the creation of pitch and proposal materials.
- Manages client contact lists, including CRM database management; enters new leads and opportunities into the CRM system and updates accordingly.
- Maintains deal list on behalf of the team.
Transaction Management:
- Prepares draft deal-related documents and provides to broker team for review, approval, and delivery.
- Organizes transition documents including confidentiality agreements, leases, contracts, listings, closing documents, etc. for deal submission.
Marketing:
- Assists with the coordination of all marketing, research, and financial analysis efforts for property marketing packages; creates the marketing and client deliverable packages, including but not limited to Broker Opinions of Value (BOV), Offering Memorandums (OM), regional overviews, and other marketing collateral as requested.
- Enters and maintains listings across digital platforms.
- Creates and maintains e-blast schedules.
- Prepares and maintains documentation pertaining to bids and other closing activities.
- Assists with planning scheduling, and promotion of broker-hosted events.
Role Requirements:
- 3-5 years of experience supporting multiple executives in a team setting
- 3-5 years real estate industry experience preferred but not required
- Experience with Microsoft Office Suite (especially Excel), Adobe Creative Suite (i.e., InDesign, Photoshop, Illustrator), and Salesforce.
- Bachelor's degree in business, finance, or real estate preferred but not required
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $22.48 - $26.45 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
Brokerage Specialist
Posted today
Job Viewed
Job Description
Provides administrative support of customer orders placed for Brokerage and Recycling. Enters and supports all
transactions related to Brokerage. Provides support to customers, vendors, sales team, and accounting.
Company Description
Progress Rail, a Caterpillar company, is an integrated rolling stock and infrastructure provider, delivering a full range of products and services to domestic and international railroad customers. Our customers enjoy one-stop shopping and comprehensive cradle-to-grave railway solutions - whether it rolls on the rail or is the rail itself. From locomotives, transit, freight cars and engines, to tracks, signals and advanced technology, we ensure customers can count on us to meet all their rail needs. Forging the bridge between ideas and success, our talented and innovative team members work together to address the challenges of the rail industry today, ensuring success for the future. As part of a vibrant, global network of business operations, each and every member of our team is important to our success. With headquarters in Albertville, Ala., more than 7,000 dedicated employees serve customers through a network of close to 150 locations around the world. For more information, visit and follow @Progress_Rail on Twitter and YouTube.
Key Job Elements
•Works with sales team to troubleshoot customer and vendor issues.
•Manages customer and vendor accounts from order entry to cash collection.
- Invoices shipments and confirms order numbers are created and that correct amounts are invoiced & distributes invoices.
- Investigates unpaid invoices; communicates with accounts receivable and customers to resolve issues.
- Creates and distributes Recovery reports into CAT facilities.
- Serves as point of contact for customers and vendors regarding order entries, order status updates, etc.
- Owns and resolves customer account issues to complete resolution.
•Focuses on process improvement to increase efficiency and profitability.
•Performs other job-related duties as assigned.
Qualifications and Experience
•Financial background in manufacturing/recycling business.
•Experience in customer service, transactional processing, accounts payable, or accounts receivable.
Benefits
- Competitive Salary
- 401(k) plan with up to 6% company match (no waiting period with immediate vesting)
- Medical/Dental/Vision/Life/Disability Insurance
- Supplemental Accident, Critical Care, and Hospital Insurance available along with an HDHP and HSA with seed money
- Flexible Spending Accounts
- Paid Vacation
- Paid Holidays
- Paid Time-Off (PTO)
- Employee Assistance Plan
- Education Assistance Program
- Employee Recognition Programs
- Site specific Production and Incentive Plans
- Site specific Step and Skill Level Wage Adjustment Plans
- Site Specific Relocation and Sign-on Bonus Programs
*Benefits eligibility varies by job position, full-time/part-time and regular/temporary status. The provisions of the plan documents control such benefits.
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Brokerage Specialist
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Job Description Summary
The Brokerage Specialist role will work closely with brokers, clients, internal marketing professionals, and other service lines. This role will manage clients and transactions, support business development activities, facilitate activities to strengthen client relationships and assist with deliverables required to execute on the project life cycle.
Job Title
Brokerage Specialist
Job Description Summary
The Brokerage Specialist role will work closely with brokers, clients, internal marketing professionals, and other service lines. This role will manage clients and transactions, support business development activities, facilitate activities to strengthen client relationships and assist with deliverables required to execute on the project life cycle.
Job Description
Brokerage Specialist
Summary
The Brokerage Specialist role will work closely with brokers, clients, internal marketing professionals, and other service lines. This role will manage clients and transactions, support business development activities, facilitate activities to strengthen client relationships and assist with deliverables required to execute on the project life cycle.
Transaction Management
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Client interface and transaction management (primary lead for some clients and transactions)
- Perform analysis on real estate deals which can include, commercial leasing, building sales and/or purchases
- Create client facing content, deliverables, and presentation materials for all aspects of the transaction process
- Run market surveys to identify building/space options for clients
- Interact with various departments and service line leaders whose expertise may be necessary for a given transaction (i.e. Project Managers, Financial Analysts, Workplace Strategists, Consultants, etc.)
- Track deal progress to ensure that the team is sticking to an agreed upon timeline and provide updates in weekly team meetings
- Coordinates and organizes transaction documentations including confidentiality agreements, leases, contracts, listings, closing documents, etc. to ensure that all parties have copies of required documents.
- Research and track prospective clients
- Prepares marketing materials including Request for Proposals, marketing presentations and other supporting deliverables using desktop publishing software
- Attend pitch meetings as a key member of the team
- Self-motivated, flexible and the ability to work well in fast-paced team environment
- Strong emphasis on delivery of exceptional customer service and quality
- Possess strong oral and written communication skills
- Ability to both support and manage projects to a successful conclusion
- Ability to prioritize competing tasks to meet business needs
- Bachelors Degree.
- Real Estate License Required within 90 days after job starts.
- Minimum 1-3 Years of Reals Estate Industry or 3-5 years of other related business experience.
- Proficiency in Microsoft Word, Excel, and PowerPoint, Adobe Acrobat and editing PDFs
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidates experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $59,500.00 - $0,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or email . Please refer to the job title and job location when you contact us.
INCO: Cushman & Wakefield Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
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#J-18808-LjbffrBrokerage Specialist
Posted 11 days ago
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Job Description
Job Title
Brokerage SpecialistJob Description Summary
The Brokerage Specialist role will work closely with brokers, clients, internal marketing professionals, and other service lines. This role will manage clients and transactions, support business development activities, facilitate activities to strengthen client relationships and assist with deliverables required to execute on the project life cycle.Job Description
Brokerage Specialist
SUMMARY
The Brokerage Specialist role will work closely with brokers, clients, internal marketing professionals, and other service lines. This role will manage clients and transactions, support business development activities, facilitate activities to strengthen client relationships and assist with deliverables required to execute on the project life cycle.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Transaction Management:
- Client interface and transaction management (primary lead for some clients and transactions)
- Perform analysis on real estate deals which can include, commercial leasing, building sales and/or purchases
- Create client facing content, deliverables, and presentation materials for all aspects of the transaction process
- Run market surveys to identify building/space options for clients
- Interact with various departments and service line leaders whose expertise may be necessary for a given transaction (i.e. Project Managers, Financial Analysts, Workplace Strategists, Consultants, etc.)
- Track deal progress to ensure that the team is sticking to an agreed upon timeline and provide updates in weekly team meetings
- Coordinates and organizes transaction documentations including confidentiality agreements, leases, contracts, listings, closing documents, etc. to ensure that all parties have copies of required documents.
Business Development
- Research and track prospective clients
- Prepares marketing materials including Request for Proposals, marketing presentations and other supporting deliverables using desktop publishing software
- Attend pitch meetings as a key member of the team
Metrics
- Self-motivated, flexible and the ability to work well in fast-paced team environment
- Strong emphasis on delivery of exceptional customer service and quality
- Possess strong oral and written communication skills
- Ability to both support and manage projects to a successful conclusion
- Ability to prioritize competing tasks to meet business needs
BACKGROUND AND EXPERIENCE
- Bachelors Degree.
- Real Estate License Required within 90 days after job starts.
- Minimum 1-3 Years of Reals Estate Industry or 3-5 years of other related business experience.
- Proficiency in Microsoft Word, Excel, and PowerPoint, Adobe Acrobat and editing PDFs
Experience with Adobe InDesign or similar software for digital layout and page design is a plus.
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidates experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $59,500.00 - $70,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or email. Please refer to the job title and job location when you contact us.
INCO: Cushman & Wakefield#J-18808-Ljbffr
Brokerage Specialist
Posted 11 days ago
Job Viewed
Job Description
Location: Columbus, OH
Duration: 12 months contract
Pay rate: $21.50/hr W2
• Role Overview : Supports inheritance processes for Brokerage Wealth Management clients, serving as a subject matter expert and managing asset transitions for beneficiaries.
• Client Interaction : Provides personalized, one-on-one support to clients and beneficiaries, demonstrating empathy and effective relationship management.
• Communication : Maintains proactive communication via phone and email to ensure transparency and high service quality throughout the inheritance process.
• Request Processing : Handles client service requests efficiently, sets realistic expectations, and ensures timely completion in accordance with service level agreements.
• Customer Service : Delivers exceptional service to internal and external clients, resolving issues accurately and promptly.
• Documentation & Systems Use : Utilizes internal systems to document all interactions and manage daily caseloads effectively.
• Compliance & Risk Mitigation : Applies firm policies, especially around verification and compliance, to prevent fraud and meet regulatory requirements.
• Collaboration : Works closely with branches and internal departments in a virtual branch setting to ensure smooth operations.
• Qualifications : Preferably holds a college degree with 3-4 years of experience in financial services, especially in estates, trusts, and retirement plans.
• Skills Required : Strong communication, problem-solving, organization, and technical skills; must thrive in a high-volume, team-oriented environment.