Client Services Associate or Manager

Client Services Associate Or Manager

We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by overseeing client interactions and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.

Responsibilities:

• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.
• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.
• Assist with client onboarding processes to ensure smooth transitions and effective communication.
• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.
• Provide proactive and responsive support for client inquiries regarding investment-related services.
• Facilitate internal communications for executives, including meeting coordination and administrative support.
• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.
• Uphold confidentiality standards for all client and firm-related information.
• Support executives in streamlining communication and managing priorities related to client services and transactions.