Exchange Specialist

• 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.

Years of Experience: N/A . Degree: • Bachelor's Degree in related field or equivalent industry experience. . Certification: • Awareness of Certified Exchange Specialist (CES) Designation
• Title and Escrow/Real Estate experience preferred
. Skills & Abilities: • Company Values: Creative, Collaborative, Competitive, Curious
• Highly ethical
• Comfortable not knowing answers, but resourceful and able to resolve issues
• Open to receiving and providing feedback
• Sociable - client facing
• Flexible and adaptable
• Highly self-motivated and directed
• Detail-oriented
• Partnering
• Confident
• Open to training and learning
• Expert written, oral, and interpersonal communication skills.
• High level of competency working with Microsoft Office suite and cloud-based applications.
• Strong time-management and prioritization skills.
• Experience working both independently and, in a team-oriented, collaborative environment.
• Familiarity with the Agile values and principles