Client Services Representative

Client Services Representative

Pittsburgh, PA

Birgo is a vertically integrated real estate company. We raise capital to acquire and maintain rental properties, specializing in multifamilyan important sector of real estate because it's where people call home.

We're an agile company that has grown from 15 to 100 team members over the last ten years. We're guided by a distinctive set of values and an enduring mission that touches our residents, investors, employees, and communities alike.

Join our team to improve lives through real estate.

The Opportunity

As our Client Services Representative, you'll be the first point of contact for our investors. You'll work directly with Investor Relations leadership, including the CEO, learning the fundamentals of real estate investing while delivering the kind of responsive, hospitable service that sets Birgo apart.

Compensation & Benefits

• $50,000$60,000 per year
• Medical insurance through an ICHRA (more flexibility to choose the plan and carrier that fit you)
• Dental, vision, pet, and supplemental insurance
• Short-term disability and life insurance at no cost to you
• Paid time off, paid holidays, sick time, and mental health days
• Professional development stipend
• Healthy Lifestyle Reimbursement
• Team outings and volunteer events

The Role

• The "Director of First Impressions" for investor relations; triaging daily incoming communication, typically on the phone or via email.
• Carry ongoing communication with current investors, ensuring responsiveness, professionalism, and a consistent experience across touchpoints.
• Serve as the technical support contact for investors struggling to navigate the online platform (e.g., resetting passwords, updating profile details, or viewing investment performance).
• Assist investors who have questions regarding their monthly or quarterly distribution statements, updated balances, or banking information changes.
• Communicate with investors during tax season, answering basic questions about Schedule K-1 distribution timelines, resending lost documents, and troubleshooting portal login issues.
• Aggregate common questions or friction points from the investor inbox to help the team update FAQs, improve the call script, or refine the onboarding workflow.
• Conduct initial screening calls with prospective investors using an established call script and qualification framework; document outcomes and escalate qualified leads to a capital raiser.
• Monitor the status of pending document signatures and money transfers to ensure they are completed.
• Proactively nurture the investor relationship from an experience standpoint (gifting, touchpoints, event invitations) in a way that reflects Birgo's hospitality standards.
• Support events and webinars administratively.
• Assist with bulk mailing or emailing of newsletters, quarterly reports, and company updates.
• Other duties as assigned to help Birgo improve lives through real estate

Who Thrives In This Role

• Patient and a willing team player
• Servant-hearted and genuinely concerned with the needs of others
• Enjoys a fast-paced environment and taking on new challenges
• Excellent phone and email communication
• Enthusiastic about technology
• Strong interpersonal skills
• A creative mind with the confidence to suggest improvements
• Ability to manage sensitive and confidential materials
• Customer service experience, including phone-based customer service

Our Values (THRIVE)

• Teamwork: We are collaborative, approachable, and engaged
• Humility: We are selfless, gracious, and continuously improving
• Rhinocerality: We are proactive, dynamic, and courageous
• Integrity: We are trustworthy, principled, and sincere
• Vision: We are forward-thinking, empathetic, and adaptable
• Excellence: We are goal-oriented, dependable, and accountable

How We Measure Success

• Quick response times
• Accurately routes information and follows up
• Growing command of industry terminology
• Investor satisfaction ratings

Details

• We prefer someone based in Pittsburgh, but we will consider remote candidates on a case-by-case basis.
• Must be able to be on the phone and use a computer for an entire workday.

We take care of our hardworking team by providing opportunities for professional growth and paying attention to holistic staff needs. Birgo values diversity in our staff and seeks to enhance the diversity of our team at every opportunity.