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Client Support Specialist
Rise48 Equity Scottsdale, AZ
$45k-58k (estimate)
Full Time 7 Months Ago
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Rise48 Equity is Hiring a Client Support Specialist Near Scottsdale, AZ

Rise48 Equity is a growing multi-family real estate investment firm located in Scottsdale, seeking a Client Support Specialist for its growing portfolio in Phoenix MSA. This is a regular full-time exempt position with competitive salary, and a comprehensive benefits package.

*This is NOT a remote position. This position will be located in-person Monday through Friday at our corporate office in Scottsdale, AZ.

Job Responsibilities may include but are not limited to:

  • Review investor subscription documents to ensure the documents are filled out correctly
  • Address investor questions and follow-up on open items as needed
  • Compile investor equity and ownership table
  • Verify investor information on investor portals is complete and accurate
  • Compile monthly and quarterly investor reporting packages
  • Customer Service and Ongoing Learning
  • Client Portal and Email Inbox Management
  • Answer Common Questions within Organization

Qualifications:

  • Bachelor’s degree or equivalent experience
  • 2-5 years of Client Relations / Investor Relations Experience or Experience with Investment Portfolios OR the Financial Service Industry
  • Real estate and/or Multifamily knowledge a plus
  • Strong proficiency of MS Office
  • Excellent written and verbal communication skills
  • Exceptional Customer Service and Critical Thinking Skills

What We Offer:

  • Professional and upbeat work environment
  • Competitive compensation
  • Generous paid time off
  • Medical, Dental and Vision benefits
  • 401K program

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Schedule:

  • Monday to Friday

Application Question(s):

  • Do you live in the Phoenix area?
  • Would you describe yourself as a friendly, positive person with great people skills?
  • Do you have customer service and customer retention experience? Please explain
  • Do you have any experience obtaining new customers for a business?"
  • Are you comfortable in a fast pace start up environment? Elaborate
  • Do you learn new software and application programs easily?
  • Do you have time management skills and the ability to navigate multiple projects at once?

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$45k-58k (estimate)

POST DATE

10/27/2023

EXPIRATION DATE

09/07/2024

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Rise48 Equity
Full Time
$144k-189k (estimate)
1 Week Ago

The job skills required for Client Support Specialist include Customer Service, Microsoft Office, Verbal Communication, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Support Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Support Specialist positions, which can be used as a reference in future career path planning. As a Client Support Specialist, it can be promoted into senior positions as a Customer Service Team Leader that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Support Specialist. You can explore the career advancement for a Client Support Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Support Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Support Specialist job description and responsibilities

Ensure positive client experience through high quality service and communication thereby attaining client retention.

01/29/2022: Spokane, WA

Handle client engagement document control and execute filing system policies.

03/29/2022: Temple, TX

They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.

02/09/2022: Rock Hill, SC

Support requests pertain to usage questions or clarification of documentation.

02/22/2022: Pascagoula, MS

Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.

03/10/2022: Reno, NV

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Support Specialist jobs

Client support specialists must be able to handle a variety of situations with professionalism and tact.

03/02/2022: Cedar Rapids, IA

Communicate clearly with customers.

04/03/2022: Yakima, WA

Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.

02/21/2022: Wichita Falls, TX

Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.

04/07/2022: Detroit, MI

Dealing with customers and clients requires a lot of patience, kindness, and understanding.

03/15/2022: Spartanburg, SC

Step 3: View the best colleges and universities for Client Support Specialist.

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