• This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships.
• Executing on subject matter experts’ consultations with clients.
• Preparing transactional documents and agreements both manually and via software applications related to company service offerings. related to conventional forward exchanges.
• Maintaining client files, reports and providing administrative support as may be required.
• Assisting with cash management (banking and funding) to service client accounts.
• Providing support to clients including troubleshooting and problem escalation as needed.
• Providing strong, consistent customer service to all clients and maintains client relationships.
• Assisting with onboarding and training of new clients and retention of existing clients.
• Gaining knowledge and understanding of 1031 exchanges in order to independently provide service to clients.
• Fielding inquiries from clients via phone, email, and web-leads.
• Performing additional tasks or responsibilities as needed by the company.