Client Services Coordinator (Onsite)

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

Job summary

A leading real estate services firm is seeking a Client Services Coordinator for its Orange County office. This role includes providing administrative support, preparing marketing materials, and maintaining databases for real estate professionals. Ideal candidates will have a BA and relevant experience, particularly in real estate, to effectively manage multiple tasks with precision and a team-oriented mindset.

Qualifications

• Minimum three years related work experience supporting multiple people; real estate experience preferred.
• Ability to complete a high volume of tasks with minimal guidance.
• Thorough working knowledge of Microsoft applications.

Responsibilities

• Prepare correspondence, reports, account invoices, etc.
• Maintain and update assigned agents' client/prospect databases.
• Conduct research, assemble data, and perform special projects.

Skills

Organization

Communication

Detail Oriented

Education

Bachelor's Degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

InDesign

CoStar/Loopnet & AIR

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