What are the responsibilities and job description for the Client Services Coordinator position at Kidder Matthews?
Kidder Mathews has been a leader in the commercial real estate industry for over 56 years, fostering an innovative and dynamic work culture with more than 100 "best workplace" awards. Now the largest fully independent commercial real estate firm in the Western U.S., Kidder Mathews has over 900 professionals across 19 offices in Washington, Oregon, California, Idaho, Nevada, and Arizona. We offer a complete range of brokerage, appraisal, asset services, consulting, and debt & equity finance services for all property types. The firm averages $9 billion in transaction volume, manages more than 58 million square feet of space, and conducts 2,400 appraisal, consulting, and cost segregation assignments annually. Join us and find out what makes Kidder Mathews one of the best places to work.
JOB SUMMARY:
The Client Services Coordinator is a point person for Rand Hoffman and John Wallace that will support their day-to-day operations of running their individual business. This position has a broad area of responsibility which can include administrative & marketing tasks in support of business and office operations including executive support of new business developments, transactions management, event planning and market reporting.
ESSENTIAL FUNCTIONS:
SKILLS AND ABILITY:
JOB SUMMARY:
The Client Services Coordinator is a point person for Rand Hoffman and John Wallace that will support their day-to-day operations of running their individual business. This position has a broad area of responsibility which can include administrative & marketing tasks in support of business and office operations including executive support of new business developments, transactions management, event planning and market reporting.
ESSENTIAL FUNCTIONS:
- Organize, review and manage pipeline, database, marketing tasks and upcoming assignments
- Organize and manage calendar and email inboxes by resolving conflicts, escalating issues as appropriate, and ensure timely response and delivery
- Coordinate day-to-day interfacing with clients, including assignment tracking (i.e. prospect interaction) and marketing updates
- Provide Communication directly with clients, vendors, title/escrow, lenders and office staff over the phone, email and zoom
- Coordinate creation of pitch and assignment materials including Offering Memorandums, Broker Opinion of Values and presentation leave behinds
- Coordinate due diligence facilitation for in-process transactions
- Manage marketing efforts, including:
- Annual/quarterly reporting
- Brokerage community marketing efforts (photography, eflyers, postcards, newsletters)
- Assignment updates on all tracking websites
- Deal announcement(s)
- List agreement(s)
- Addendum(s)
- Client Closing Gifts
- New Listing Opportunities
- Proposals
- Plan broker-broker and broker-client events and guest visits for protestive and current tenants, owners, and partners ensuring memorable and positive experience
- Input listing information into KM data base systems (KM Connect, CBA, Costar, Loopnet, Crexi, MWMLS, etc.)
- Manage expense process by tracking, allocating and organizing
- Lead and coordinate summary preparation of available properties for sale/lease
- Create mailing lists based on location, uses, etc., as needed
- Administer annual holiday appreciation gift process
- In partnership with Broker, organize and maintain shared and individual drives and creative ideas for new business opportunities
- Perform other duties or projects as requested
SKILLS AND ABILITY:
- Strong computer skills (Saleforce, DocuSign and MS Excel, Word, PowerPoint, Outlook, Photoshop Big )
- Strong writing, creating and managing documentation skills
- Ability to prioritize, multi-task and utilize resources to execute tasks within a deadline-oriented environment
- Demonstrated sense of urgency with execution and follow up of tasks and providing required information
- Ability to speak, write and understand English
- Excellent communication and organizational skills
- Ability to build relationships with clients, vendors and internal partners
- Demonstrated ability to function in a team environment and proactively problem solve
- Highly motivated and high level of initiative
- Willingness and demonstration of professional development and continual learning
- Professional, clean and neat appearance
- Demonstrated accuracy and attention to detail
- Professional and customer-service oriented
- Demonstrated commitment to continuous process improvement
- Ability to learn new Software Systems quickly
- Ability to partner with Broker and other internal stakeholders to coordinate activities to complete a common task
- Ability to occasionally travel to properties for showings or vendors
- Ability to attend meetings with clients and brokerage events
- High School Degree or equivalent required, technical training preferred; or a combination of education and experience. Real Estate License preferred but not required
- Basic understanding of the commercial real estate industry including leases, purchases and sales agreements; understanding of statistical and financials
- 2 years customer service or client facing experience; preferably commercial real estate, sales & marketing experience.
- This is a standard office environment with standard office noise like talking, office equipment, etc.
- While performing the duties of this job, the employee is regularly required to talk and hear. The employee must frequently sit and use a computer for long periods of time. Specific vision abilities are required to do this job including close vision. The employee must sometimes lift and/or move items up to 10 pounds.
- There are no direct supervisory responsibilities