Relocation Associate

Job Description

Job Description

WHR Global is seeking a customer service-oriented Relocation Associate to support our clients and their employees through the relocation management process.

Why Work with Us

• 12-Time Top Workplace award winner with a supportive, people-first culture
• Supportive team culture dedicated to providing exceptional, white-glove service
• Promotes from within and offers professional growth opportunities
• Independently owned global organization with an outstanding industry reputation
• Competitive pay and comprehensive benefits
• Sustainability-rated employer committed to social responsibility

The Relocation Associate serves as the primary contact for transferees, clients, and vendors – coordinating relocation services, analyzing options, and ensuring a seamless experience. This role requires strong customer service, organization, and problem-solving skills with a focus on real estate and relocation processes. Relocation Associates work on teams to provide the services and benefits of a client’s relocation policy. Negotiates conflicts in resolving transferee or service issues using independent judgment and discretion. Relocation Associates support both private and government relocations, managing U.S. domestic and global moves.

Essential Duties & Responsibilities:

• Coordinate and manage all aspects of transferee relocations, both U.S. domestic and global, for private and government clients.
• Guide transferees through their relocation process, explaining benefits, policies, and required documentation, while maximizing their benefits.

• Establish a respectful and sincere relationship with the transferee, vendors, agent, and the client.

• Initiate and monitor relocation services with internal teams and third-party providers.
• Communicate regularly with transferees, clients, and listing agents to ensure smooth transitions, timely updates, and strong relationships. Weekly check-ins are a part of the regular communication process.
• Ensure consistent, high-quality service delivery aligned with WHR Global and client-specific policies.
• Timely communication to transferee on all aspects of relocation process including but not limited to inspection results, required remediation / repairs, household goods moving process, temporary housing, etc.
• Accurately communicate and process any employee benefits offered by the employer for the transferee such as Location Cost Differential (LCD) and relocation allowance.
• Coordinate and communicate additional needs covered by benefits such as temporary housing, immigration, cultural services, language services, destination service providers, transportation, home finding trips, etc.
• Order, review, and negotiate real estate broker contracts, appraisals, inspections, and repair agreements to ensure client satisfaction and compliance with policy while applying real estate knowledge.
• Oversee the Broker Market Analysis (BMA) and home sale process, including listing documents, title reviews, and closing materials.

• Review and manage home sale documentation, including marketing agreements, listing agreements, and sales contracts.
• Demonstrate competency when reviewing title documentation for property tax and scheduled fee information as well as any potential title issues.
• Understand the appraisal process and how this information is used to determine the amount of the buyout (if applicable).

• Maintain weekly contact with the listing agent regarding marketing strategies, number of showings, potential buyer comments, and price reductions.
• Review and authorize relocation-related expenditures and make informed decisions to meet transferee needs while maximizing company resources.
• Process and approve expense reimbursements, benefit calculations, and relocation allowances.

• Enter the information from the required documents into the core processing system (CARICS) once received from the transferee.
• Maintain accurate transferee records and documentation in WHR’s core processing system (CARICS). Documentation includes but not limited to buyout agreement, payback agreement, the exclusion clause, home sale marketing agreements, listing agreements, sales agreements, inventory worksheet, closing documentation, and any modifications to addendums during the required listing period.

Position Requirements & Qualifications:

• Independent discretion in contract reviews, expenditures, and negotiation is a key element in the position.
• Ability to work in a fast-paced environment with minimal supervision and regular attendance.
• Strong verbal & written communication with the ability to present information and respond to all levels of an organization both internally and externally.
• The individual must present themselves positively and professionally and maintain a strong work ethic.
• Multi-task multiple projects with excellent organizational skills and ability to meet critical time deadlines.
• Above-average language skills with the ability to read, analyze and interpret with reasoning ability skills and flexible thinking. Ability to interpret technical instructions in either mathematical or diagram form.
• Mathematical Skills with ability to calculate figures and amounts such as discounts, proportions and percentages.
• Strong organizational skills and the ability to handle multiple projects and meet critical time deadlines are crucial to this position.
• Ability to learn and retain all necessary policy, relocation, and real estate knowledge as needed for success
• High customer service model and proficient conflict resolution is essential
• This position is not eligible for 100% remote capabilities and is required to have face-to-face interactions with colleagues and be on-site in Pewaukee. Hybrid model (Wednesdays/Thursdays remote), 3 days in office is an expectation.
• Bilingual candidates are a plus! (Japanese or Spanish preferred)
• This position requires work with a U.S. government contract, due to the sensitivity of this position, only candidates who meet federal suitability standards will be considered.

Education & Experience:

• Associate or bachelor’s degree in applicable field is preferred (Communications, Business, Social Work, etc.)
• Sales Real Estate experience is beneficial.
• Previous experience in customer service is required.

This position is hybrid and must be able to report to Pewaukee, WI US Office.

WHR Global offers a great benefits package along with our award-winning culture! Including, medical, dental and vision insurance, SIMPLE IRA with employer match, Employer HSA Contribution, Employer-provided Life Insurance, Additional Voluntary Life for you or your family, Pet Insurance, Short-Term Disability, Travel Assistance, EAP, Milwaukee Zoo Passes, Referral Bonus, SimpleMove discounts and of course Holidays, PTO, and birthdays off!

WHR Global is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, political affiliation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other non-merit factor protected by federal, state, or local laws.

All employment decisions are based on qualifications, merit, performance, and business needs. We are committed to fostering an inclusive workplace that values diversity and empowers all team members to advance lives forward.