Client Services Coordinator (Onsite)

Davita Inc.; Newport Beach (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in real estate is seeking a Client Services Coordinator for their Newport Beach office. The position involves providing comprehensive administrative support, preparing marketing materials, and assisting in client and property management. Ideal candidates will embody strong organizational and communication skills, and have a collaborative spirit.

Qualifications

• Minimum three years related work experience supporting multiple people, preferably in real estate.
• Strong multitasking abilities and proactive in assessing needs.
• Demonstrated ability to maintain high volume of tasks with minimal guidance.

Responsibilities

• Prepare documents and marketing materials, and manage correspondence.
• Conduct research and maintain databases related to clients and properties.
• Perform general administrative duties including scheduling and filing.

Skills

Organizational skills

Interpersonal skills

Communication skills

Proofreading

Detail oriented

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Outlook

InDesign

CoStar/Loopnet

Job description

ABOUT THE JOB

Savills is looking for a Client Services Coordinator to join the team in our Orange County office. The role provides overall administrative support for real estate professionals. In addition to preparation of normal correspondence, the role is responsible for research and analysis of properties, preparation of marketing collateral, and submittal of accounting related data upon deal closure. The Client Services Specialist also assists with the maintenance of information in various sales databases and performs other routine office administrative roles.

RESPONSIBILITIES

• Proactive in assessing the needs of the Professional and the client


• Prepare correspondence, documents, Request for Proposals, reports, account invoices, etc. with direction from brokers and/or knowledge of company policies and procedures


• Compose correspondence while maintaining confidentiality and utilizing correct grammar, punctuation and spelling


• Prepare and produce marketing presentations and reports, while helping to develop ideas into designs using PowerPoint or InDesign, often with a short lead-time.


• Create market surveys and tour books of available properties, including colleting necessary information from databases or individuals and arranging/scheduling the tour.


• Maintain and update assigned agents' client/prospect databases


• Provide information about the Company; screen and respond to internal and external inquiries of a less technical nature


• Monitor action items and request dates for completion to ensure effective and timely completion of requests


• Maintain and purge account files and records for assigned agents


• Perform general administrative duties such as filing, schedule meetings and travel arrangements


• Conduct research, assemble data, and perform special projects


• Perform other related duties as assigned

QUALIFICATIONS

• Bachelor's Degree or equivalent experience


• Minimum three years related work experience supporting multiple people; real estate experience preferred


• Ability to complete a high volume of tasks with minimal guidance or supervision


• Strong organizational, interpersonal and communication skills


• Detail oriented with the ability to respond effectively and efficiently while maintaining flexibility


• Capacity to work successfully in a team environment, build effective working relationships inside and outside of the group


• Strong proofreading and editing abilities


• Thorough working knowledge of Microsoft Word, Excel, Power Point, and Outlook


• Creative self-starter, multitask oriented

Specific software programs utilized in the performance of this role include:

• Microsoft applications, including Word, Excel and PowerPoint


• Outlook and other contact management, social media and email systems


• InDesign


• CoStar/Loopnet & AIR