Client Services Coordinator
Newport Beach - California - United States of America
Provides general administrative support to an office or group of
sales professionals. Responsible for preparing proposal,
presentation and communication materials. Coordinates the
distribution of internal and external marketing information.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Gathers supporting documentation to complete voucher forms and
process Brokers' commission payments while abiding by company
accounting policies as well as local and national laws.
Maintains CBRE brand, product, office and client messaging and
consistency by applying templates to produce marketing materials
including flyers, proposals, tour books, maps, floor plans and
Reviews marketing material specifications and acts as point of
contact and liaison with centralized marketing, analysis and
research groups to coordinate the completion and submission of
financial, marketing and various client specific property data to
incorporate into customized property information packages.
Organizes the preparation and production of customized, client
specific property information packages in response to Requests for
Information (RFIs) and Requests for Proposals (RFPs).
Coordinates complex on/offsite meetings and conferences. May
schedule appointments, keep calendars and arrange travel
itineraries and meeting room reservations.
Updates and maintains various information databases. Generates
standard and ad hoc reports as required and assist with website
updates (as needed).
May coordinate advertising schedules and placement with local
centralized marketing group.
Tracks, collates and maintains inventory of marketing
Other duties may be assigned.
No formal supervisory responsibilities in this position.
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Associate's degree (A.A.) or equivalent from 2-year college
required. 3 years experience providing administrative support to
multiple or team of professionals; ability to determine and respond
to conflicting priorities preferred. 2 years experience in the Real
CERTIFICATES and/or LICENSES
Ability to comprehend and interpret instructions, short
correspondence, and memos and ask clarifying questions to ensure
understanding. Ability to write routine reports and correspondence.
Ability to respond to common inquiries or complaints from clients,
coworkers and/or supervisor. Ability to effectively present
information to an internal department and/or large groups of
Requires knowledge of financial terms and principles. Ability to
calculate intermediate figures such as percentages, discounts
and/or commissions. Conducts basic financial analysis. Ability to
abstract a lease.
Ability to comprehend, analyze, and interpret documents. Ability
to solve problems involving several options in situations. Requires
intermediate analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Advanced skills with Microsoft Office Suite, internet research
and web publishing skills. Ability to manipulate basic templates in
Power Point and/or InDesigned preferred. Strong marketing knowledge
SCOPE OF RESPONSIBILITY
Decisions made with thorough knowledge of procedures and company
policies to achieve set results and deadlines. Responsible for
setting own project deadlines. Errors in judgment may cause
negative impact to internal and external clients.