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Client Services Specialist

Job ID

224222

Posted

11-Jun-2025

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Administrative, Marketing, Sales Support

Location(s)

Atlanta - Georgia - United States of America

About the Role:

This role is responsible for providing general administrative support to an office or group of sales professionals including helping the team with business plan objectives. This includes preparing proposal, presentation, and communication materials and coordinating the distribution of internal and external marketing information.

What You’ll Do:

Would be point of contact for ATL Multifamily; the traditional CSC/Admin role would be dedicated to Atlanta brokers and assist with Team Lead’s workload

+ Pipeline Management

+ Manage and update pipeline on Salesforce, Connector, Smartsheet, Deal Flow

+ Monitor Metro Atlanta Pipeline to ensure we are properly tracking SEMF Partners revenue and larger team pipeline

+ Track team revenue for team, log and save down all deal reports/approvals/invoices

+ Manage production pipeline/dashboard

+ Track BOVS & proposal follow ups

+ Update talking points

+ Listing Management

+ Listing Agreements

+ Coordinate with legal on NDAs, CAs, Listing Agreements, Lien Waivers

+ Set up Deal Flow pages, launch blasts

+ Pull marketing reports & circulate weekly with clients

+ Manage offer process/logging, pull offer summaries to circulate with clients

+ Handle all vouchers, commission invoices, lien waivers (all three teams), coordinate with accounting and be team point of contact, send proper documents to clients prior to closings

+ Send closing blasts & LinkedIn announcements

+ Coordinate closing press releases

+ Ensure all necessary items are saved down in listing files and keep drive organized

+ Run Monday Morning Meetings & Bi-Weekly analyst meetings

+ Handle Million Dollar Club submissions (very time consuming – could be joint effort with CSC)

+ Handle National Multifamily Requests (requests for team info, pipeline updates, RCA Deal Audits)

+ Handle month in review eblasts & end of year eblasts

+ Manage interns

+ Assist with hiring and team onboarding

+ Handle team accounts and subscriptions; renewals for market information sources; managing users and licenses; save down and share external reports (Data Bank & Haddow Reports)

+ Broker Calendar Management

+ Schedule Zoom Invites and schedule all team calendar requests

+ Tour Scheduling

+ Log all CAs and handle redlined CAs

+ Grant VDR Access during marketing process

+ Submit Project ID requests

+ Pay invoices

+ Manage distributions lists, update and add contact to database, assist with any database (Salesforce) management when necessary

+ Plan client events (lunches, dinners, closing events)

+ Reserve meeting rooms/order client lunches

+ Conference coordination – events, dinners, client meetings, producer travel/hotels (NMHC, MF Summit)

+ Event planning for Barnsley, Sea Island, AAA

+ Expense submissions

+ General Broker Admin & Support – help with broker travel plans, make lunch & dinner reservations, printing/scanning for brokers, be point of contact for general broker questions and assistance

+ In general, would assist Team Lead and analysts with general marketing/admin tasks to help with workloads

What You’ll Need:

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

+ High school diploma required

+ 3 years in an administrative role working with professionals

+ 2 years in the Real Estate industry.

+ Active state real estate license preferred.

+ Ability to present information to a large group of employees.

+ Ability to calculate figures such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease. Requires knowledge of financial terms and concepts.

+ Requires sophisticated detailed and quantitative skills.

+ Experience with Microsoft Office Suite, internet research and web publishing skills and ability to edit basic templates in Power Point and/or InDesign.

+ Ability to thrive in a fast-paced environment of continuous change.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).

**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)