Real Estate Client Care Coordinator

Morton Bradbury Real Estate Group; Wake Forest (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Morton Bradbury Real Estate Group in Raleigh, NC is seeking an organized and proactive Client Care Coordinator to join our growing real estate team. You will be the first point of contact for new clients, learn their real estate needs, and connect them with the right agent while ensuring consistent follow-up.

You will manage our client and lead CRM, coordinate with agents, monitor activity, and maintain detailed records.

Qualifications

• Minimum 2 years of professional customer service experience.
• Excellent verbal and written communication skills.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Comfortable with high-volume phone calls.
• Experience with CRM systems and real estate technology preferred.

Responsibilities

• Communicate with new and existing leads by phone, text, and email.
• Make outbound calls and follow up consistently with prospective clients.
• Gather and document important information about prospective buyers and sellers.
• Coordinate new client opportunities with our real estate agents.
• Accurately enter and maintain client information in our CRM.
• Manage daily CRM tasks, follow-ups, reminders, and client communication.
• Monitor client and lead activity to ensure important follow-ups are completed.
• Work closely with our agents to help provide a smooth and professional client experience.
• Maintain organized and detailed client records, notes, and timelines.
• Nurture prospective clients who may not be ready to buy or sell immediately.
• Maintain our database of prospective, active, and past clients.
• Send and track referral agreements with partner agents.
• Assist with scheduling and client coordination.
• Work closely with our agents and leadership team to help provide a smooth and professional client experience.
• Assist with general office organization, cleaning, and upkeep.

Skills

Customer service

Communication

Attention to detail

Organization

Proactivity

CRM experience

Multitasking

Call volume

Teamwork

Real estate tech

Tools

CRM software

Spreadsheets

Real estate tech

Job description

Morton Bradbury Real Estate Group is looking for an organized, proactive, and highly communicative Client Care Coordinator to join our growing real estate team in Raleigh.

The Client Care Coordinator plays an important role in both the client experience and the day-to-day operations of our team. You will often be the first point of contact for new prospective clients, helping us learn more about their real estate needs, connecting them with the appropriate team member, and ensuring that communication and follow-up happen consistently.

You will also help manage our existing client and lead database, coordinate closely with our agents, monitor follow-up and activity, maintain accurate records, and help ensure important tasks and opportunities do not fall through the cracks.

This is a fast-paced, phone-forward position. You must be comfortable making and answering a high volume of phone calls throughout the workday in an open, collaborative office environment. The right person is confident communicating with others, highly organized, comfortable with accountability, and able to take initiative without constant direction.

Responsibilities

• Communicate with new and existing leads by phone, text, and email
• Make outbound calls and follow up consistently with prospective clients
• Gather and document important information about prospective buyers and sellers
• Coordinate new client opportunities with our real estate agents
• Accurately enter and maintain client information in our CRM
• Manage daily CRM tasks, follow-ups, reminders, and client communication
• Monitor client and lead activity to ensure important follow-ups are completed
• Work closely with our agents to help provide a smooth and professional client experience
• Maintain organized and detailed client records, notes, and timelines
• Nurture prospective clients who may not be ready to buy or sell immediately
• Maintain our database of prospective, active, and past clients
• Send and track referral agreements with partner agents
• Assist with scheduling and client coordination
• Work closely with our agents and leadership team to help provide a smooth and professional client experience
• Assist with general office organization, cleaning, and upkeep

Qualifications

• Minimum 2 years of professional customer service experience required
• Comfortable making and receiving a high volume of phone calls
• Excellent verbal and written communication skills
• Strong attention to detail and follow-through
• Highly organized and able to manage multiple priorities simultaneously
• Comfortable working in a fast-paced environment where priorities can change
• Proactive and able to identify what needs to be done without always being asked
• Professional, personable, and confident when communicating with clients
• Comfortable following up with team members and helping maintain accountability to established expectations
• Comfortable receiving feedback and working within established systems and processes
• Strong technology skills and ability to quickly learn new platforms
• Experience with CRM systems, spreadsheets, and real estate technology is preferred
• Dependable and able to work collaboratively as part of a team
• Must be able to reliably commute to our North Raleigh office