Real Estate Client Experience Coordinator

Morton Bradbury Real Estate Group

Wake Forest (NC)

On-site

USD 42,000 - 54,000

Full time

3 days ago

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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.