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Miami - Florida - United States of America

About The Role

As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information.

What Youll Do

• Collect documentation to complete voucher forms and process Brokers commission payments.
• Maintain CBRE brand client messaging inventory by applying templates to produce marketing materials.
• Review marketing material and act as a point of contact for various groups to coordinate the completion of property information packages.
• Coordinate the preparation and production of client specific property packages.
• Coordinate sophisticated meetings and conferences.
• Schedule appointments, maintain calendars, arrange travel plans and coordinate meeting room reservations.
• Update and maintain various information databases.
• Generate standard and ad hoc reports and assist with website updates.
• Coordinate advertising schedules and placement with local centralized marketing group.
• Explain detailed and/or complicated information. Comprehend instructions, short communications, and memos. Write routine reports and communications.
• Respond to common questions or complaints.
• Present information to a large group of employees.
  
  

• Associates degree (A.A.) preferred.
• 3+ years with providing administrative support to teams of professionals
• 2+ years in the Real Estate industry.
• Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
• Strong problem solving, interpersonal and organizational skills.
• Experience with Microsoft Office Suite required.
• Ability to edit templates in Power Point and/or InDesign.
• Strong marketing knowledge desirable.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development and Sales

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About the job Client Services Associate Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.Key Responsibilities: Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records. Trade Execution: Processing stock, bond, and option trades with accuracy. Client Communication: Handling inquiries, addressing concerns, and providing updates. Client Reporting: Preparing account statements and performance reports.Compliance Support: Ensuring adherence to regulations and internal policies.Meeting Preparation: Assisting Advisors with data gathering and presentations.Relationship Building: Providing proactive, personalized service.Skills & Qualifications:Strong customer service and relationship-building skillsKnowledge of financial markets and investment productsProficiency in financial software and CRM systemsExcellent communication and attention to detailAbility to work accurately under pressure

Franklin Street is currently seeking a Client Services Coordinator to join our team in Atlanta, GA.The ideal candidate must possess 3 years of administrative experience or bachelor's degree in a related field. Intermediate knowledge of Adobe Creative Suite, including InDesign, Photoshop, and Acrobat Pro is required. Professional level proficiency in computer skills including MS Office applications (Excel, Word, Outlook) and internet/application software required along with a willingness and ability to learn new software programs is required to be successful in this role.Position Overview: The Client Services Coordinator relieves the Real Estate agents of administrative, research and analytical functions in order to increase the time the agents have available for production. The Client Services Coordinator manages a wide variety of situations and conflicts involving the clerical and administrative functions of the team and business line, relies on experience and judgment to plan and accomplish goals, and may direct or lead the work of others with creativity and latitude.Contract/Transaction ManagementTypes and supports the production of general correspondence, memos, charts, tables, graphs, site plans, etc. Proofreads copy for spelling, grammar, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.Manages creation and execution of Listing Agreements, Letters of Intent/Offer Letters, Commission Agreements, Lease Agreements, Purchase & Sale Agreements, etc. Upon receipt of same, store in client/deal folder and executes appropriate checklists/processes.Enters all transactions and required documentation into Frankie. Complete the necessary steps in Frankie to create/send out commission invoices and process payments.Monitors commission demand letters and balances for the sales teams. Coordinate with legal on past due commission invoices.Database ManagementManages the creation and storage of client/deal folders.Maintains company database by adding or verifying contact information and property databases to ensure orderly information, files, and accessibility.Maintains any pipeline reports and tracking spreadsheets.MarketingPerforms market research for general information, comps, tenant write-ups, etc.Assists the Business Line's marketing person, if applicable, in the creation of demographic maps, aerials, target area maps and reports using Regis, ESRI, and/or CoStar.Assists the Business Line's marketing person, if applicable, in the execution of marketing projects, including but not limited to coordinating and creating direct mailings and eblasts, orders property signs, booking property photos/drone videos with vendor, executive summaries, brochures, placemats, pitch packages, market/tenant rep packages, and press releases.Assists in the creation of collateral including but not limited to property brochures, market surveys, market tours, proposal packages and business development initiatives.Ensures all listings are properly displayed on all necessary websites and/or advertising outlets. (i.e. Company website, LoopNet, CoStar Crexi, etc.)MiscellaneousWorks independently to support team members on special nonrecurring and ongoing projects.Maintains strict confidentiality regarding company marketing, business matters and broker information.Works on special projects and performs other duties as assigned. Requirements High-level data entry skills are required.Intermediate knowledge of Adobe Creative Suite - InDesign, Photoshop, Acrobat Pro3 years of administrative experience or Bachelor of Science or Bachelor of Arts; paralegal background helpful, not required.Professional level proficiency in computer skills including MS Office applications (Excel, Word, Outlook) and internet/application software required along with a willingness and ability to learn new software programs.Should have experience working in databases.Experience utilizing a variety of marketing/media communication vehicles including web, email promotion, and traditional service/product collateral a plusMust be able to calculate figures and amounts such as basic financial math, commissions, deposits, interest, and percentages.Prior experience or coursework in Real Estate is preferred.Should possess the ability to read, analyze, and interpret general real estate contracts, professional journals/publications, and/or governmental regulations, and abstract leases.Must possess demonstrated administrative organizational skills and the ability to multi-task in a fast-paced setting.Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.Must be able to work independently with minimal direction/supervision.Must possess problem-solving ingenuity, conflict resolution skills and team player qualities.Analytical ability is required to gather and summarize data for reports, find solutions to various administrative problems, and prioritize work.Work requires continuous attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines. About Franklin Street: Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients' evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions-Real Estate, Capital, Insurance, Property Management, and Project Management-Franklin Street offers unmatched value and optimal solutions for clients nationwide.Make your next career move with Franklin Street. With seven lines of business and nine offices across, that perfect opportunity you've been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.Learn more about Franklin Street and our award-winning culture at Street offers competitive salaries, medical - including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.Must be able to successfully pass pre-employment (post-offer) drug screen and background check.Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.

Who you are:

Are you looking for a role where you are a key player in the overall teams success through your marketing, administrative and client support? Your experience includes delivering excellent customer service in a fast-paced environment to internal and external clients. You have experience in a marketing support services role, with the ability to deliver high quality reports and presentations. Are you looking for a role to develop your career in commercial real estate? We want you!

You're highly organized and have a keen eye for details, ensuring a high standard of quality in everything you do. You bring a customer service-oriented attitude who thrives in a deadline-driven and fast-paced environment. You're flexible and love variety in your work. You thrive in an environment where no two days are the same. You also love to learn, collaborate and exchange ideas with others to achieve amazing results.

What you bring:

* At least 2-3 years of marketing/administrative support services experience in commercial real estate or related professional services industry.

* Proficient in intermediate functions including MS Word, Excel, Powerpoint.

* Proficiency with Adobe InDesign.

* Excellent communications skills, both oral and written.

* Excellent organizational and prioritization skills.

* Commercial real estate experience

Bonus skills and experience:

* Real estate license in the state of Florida

What success looks like:

* You have strong planning and organizational skills and are highly effective at prioritizing tasks to see them through to completion.

* You will process executed lease/amendment paperwork, create vouchers, collect pertinent documentation, sending tenant/property eblasts, create market surveys, print tour books, schedule tenant tours, etc.

* You bring experience in creating/ formatting proposals, presentations, correspondence, RFP's using MS Word, Excel and PowerPoint.

* You are confident in your ability to support a team of commercial real estate brokers through preparing/updating sales reports, database management, creating marketing reports, preparing content for pitches/ presentations and more.

* You have experience with project management and execution of marketing collateral, you bring a knowledge of marketing campaigns and innovative solutions to your clients.

* You are confident in your ability to create/ prepare content for proposals through conducting research, preparing surveys, comparative analysis, lease documents, etc.

• Actively participates in the On-Boarding of new clients by opening and processing all types of accounts, products and/or services. Serves as the client's primary servicing point of contact, maintaining thorough knowledge of the relationship.
• Responsible for ensuring Regulatory Excellence: aged overdrafts, missing signature cards, KYCs, account documentation, Dodd Frank wires, new account disclosures, CIP errors, Reg E disputes, resolving fraud, etc.
• Stays abreast of all bank-wide P&P updates and follow all policies and procedures regarding Deposit Operations, wires, Dodd Frank, Internal transfers, etc.
• Processes stop payments, internal transfers, domestic/international wire transfers. (within authorized limits), CIS maintenance changes, load advances and pay downs, open/close accounts, etc.
• Responsible for the proper disposition of all exception items from Deposit Operations and Electronic Banking related to the clients they service. This includes handling fraudulent transactions, non-post, endorsement questions, etc.
• Responsible for client retention and satisfaction by responding to all existing client requests in a timely and efficient manner. Proactively initiates contact with clients as needed to provide superior service.
• Responsible for the timely handling/processing of all Deposit and Loan inquiries and requests from clients.
• Responsible for handling loan servicing requests such as advances, pay-downs, copies of statements and bills, research on billing issues, insurance, escrows, flood insurance, etc
• Ensures compliance with the Bank's operational and security policies and procedures.
• Services the client and assists with a variety of daily inquiries related to their accounts.
• Responsible for making important client service and account related including decisions processing overdrafts within policy and procedures and assigned limits.
• Provides written responses to BSA compliance inquiries regarding client background and account activity in relation to anticipated and/or unusual account activity
• Opens/closes all types of accounts and processes all CIS changes, etc.
• Processes stop payments and internal transfers requests. (within authorized limits).
• Creates and approves both domestic and foreign wire transfers, (within authorized limits).
• Independently corresponds with clients about important matters.
• Organizes and maintains confidential files on all clients.
• Maintains strong product and system knowledge.
• Identify cross sell opportunities of bank products and refer to the Relationship Manager assigned.
• Effectively communicates with other departments within the Bank, fully understanding the importance of teamwork and communication.
• Contacts account officer and clients as needed.
• Prepares special reports. Independently analyzes, determines trends, presents to management and makes recommendations.
• Participates in client meetings with and account officer, as needed.

• 2-4 years teller experience or client service experience, preferably in the financial service industry.
• Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary.
• Strong sales experience background.
• Must have proven abilities in needs-based sales and high-level client servicing skills.
• Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately.
• Able to accurately handle the most complex transactions efficiently.
• Be security conscious, accurate and attentive to detail.
• Should have an understanding of compliance with Federal & State laws governing teller areas.
• A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required.
• May need to work extended hours that may include weekends

• High School Diploma or GED equivalent Required
• Associate's Degree in Business or related field Preferred

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at

Franklin Street is currently seeking a Client Services Coordinator to join our team in Miami, FL.

The ideal candidate must possess 3 years of administrative experience or Bachelors Degree in a related field. Intermediate knowledge of Adobe Creative Suite, including InDesign, Photoshop, and Acrobat Pro is required. Professional level proficiency in computer skills including MS Office applications (Excel, Word, Outlook) and internet/application software required along with a willingness and ability to learn new software programs is required to be successful in this role.

Position Overview:

The Client Services Coordinator relieves the Real Estate agents of administrative, research and analytical functions in order to increase the time the agents have available for production. The Client Services Coordinator manages a wide variety of situations and conflicts involving the clerical and administrative functions of the team and business line, relies on experience and judgment to plan and accomplish goals, and may direct or lead the work of others with creativity and latitude.

Contract/Transaction Management

• Types and supports the production of general correspondence, memos, charts, tables, graphs, site plans, etc. Proofreads copy for spelling, grammar, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.
• Manages creation and execution of Listing Agreements, Letters of Intent/Offer Letters, Commission Agreements, Lease Agreements, Purchase & Sale Agreements, etc. Upon receipt of same, store in client/deal folder and executes appropriate checklists/processes.
• Enters all transactions and required documentation into Frankie. Complete the necessary steps in Frankie to create/send out commission invoices and process payments.
• Monitors commission demand letters and balances for the sales teams. Coordinate with legal on past due commission invoices.

Database Management

• Manages the creation and storage of client/deal folders.
• Maintains company database by adding or verifying contact information and property databases to ensure orderly information, files, and accessibility.
• Maintains any pipeline reports and tracking spreadsheets.

Marketing

• Performs market research for general information, comps, tenant write-ups, etc.
• Assists the Business Lines marketing person, if applicable, in the creation of demographic maps, aerials, target area maps and reports using Regis, ESRI, and/or CoStar.
• Assists the Business Lines marketing person, if applicable, in the execution of marketing projects, including but not limited to coordinating and creating direct mailings and eblasts, orders property signs, booking property photos/drone videos with vendor, executive summaries, brochures, placemats, pitch packages, market/tenant rep packages, and press releases.
• Assists in the creation of collateral including but not limited to property brochures, market surveys, market tours, proposal packages and business development initiatives.
• Ensures all listings are properly displayed on all necessary websites and/or advertising outlets. (i.e. Company website, LoopNet, CoStar Crexi, etc.)

Miscellaneous

• Works independently to support team members on special nonrecurring and ongoing projects.
• Maintains strict confidentiality regarding company marketing, business matters and broker information.
• Works on special projects and performs other duties as assigned.

Requirements:

• High-level data entry skills are required.
• Intermediate knowledge of Adobe Creative Suite InDesign, Photoshop, Acrobat Pro
• 3 years of administrative experience or Bachelor of Science or Bachelor of Arts; paralegal background helpful, not required.
• Professional level proficiency in computer skills including MS Office applications (Excel, Word, Outlook) and internet/application software required along with a willingness and ability to learn new software programs.
• Should have experience working in databases.
• Experience utilizing a variety of marketing/media communication vehicles including web, email promotion, and traditional service/product collateral a plus
• Must be able to calculate figures and amounts such as basic financial math, commissions, deposits, interest, and percentages.
• Prior experience or coursework in Real Estate is preferred.
• Should possess the ability to read, analyze, and interpret general real estate contracts, professional journals/publications, and/or governmental regulations, and abstract leases.
• Must possess demonstrated administrative organizational skills and the ability to multi-task in a fast-paced setting.
• Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Professional business attire is required.
• Must be able to work independently with minimal direction/supervision.
• Must possess problem-solving ingenuity, conflict resolution skills and team player qualities.
• Analytical ability is required to gather and summarize data for reports, find solutions to various administrative problems, and prioritize work.
• Work requires continuous attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.

About Franklin Street:

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisionsReal Estate, Capital, Insurance, Property Management, and Project ManagementFranklin Street offers unmatched value and optimal solutions for clients nationwide.

Make your next career move with Franklin Street. With seven lines of business and nine offices across, that perfect opportunity youve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.

Learn more about Franklin Street and our award-winning culture at .

Franklin Street offers competitive salaries, medical including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.