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