Client Support Specialist

Client Support Specialist

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Client Support Specialist opportunity with our client -- a financial services organization known for its precision in asset management, tax compliance, and operational excellence.

Specific Duties

Agent Support:

• Deliver white-glove service to agents and clients visiting the office, promoting available support services including Primary Services and Transaction Concierge.
• Serve as a resource for agents regarding technology, processes, and operational questions.
• Provide basic marketing and social media assistance to agents and manage office social media accounts as needed.
• Foster a welcoming, inclusive office culture that reinforces the company's agent value proposition.
• Partner with Agent Services operational teams to guide agents through transaction-related inquiries or issues.

Branch Leader Support:

• Act as the Culture Carrier for the Branch and Region by driving engagement initiatives, coordinating events, promoting CB Cares, and building a strong community for agents and consumers.
• Support the Branch Manager by preparing for and coordinating sales meetings, maintaining promotional materials, leading new agent orientations, and assisting with social media marketing for the branch.
• Assist with agent recognition efforts, including awards reporting, social media recognition, and sales meeting presentations highlighting agent achievements.
• Support recruiting efforts by compiling local non-affiliated agent production reports, new license data, and contact information; schedule recruiting appointments and coordinate office visits.

Office Organization:

• Greet and direct agents and clients to appropriate workspaces or conference rooms
• Coordinate with Facilities and IT partners to ensure office equipment and systems remain fully operational.
• Maintain office supply inventory and oversee timely mail distribution.

Required qualifications for the position include:

• Proficiency in various operating systems including PCs, Macs, and Mobile platforms.
• Excellent written and verbal communication skills essential for interacting with diverse audiences.
• Working knowledge of social media platforms (Facebook and Instagram) and their use in marketing.
• High School Diploma or equivalent.
• Proficiency with Microsoft Office applications.

Preferred qualifications for the position include:

• 2 or more years of customer service experience, ideally within a real estate environment.

Pay Rate: $23.41 per hour Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan. Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances.