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.