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Job Title

Associate Director, Portfolio Administration Client Solutions

Job Description Summary

The Portfolio Administration Client Solutions Associate role is an entry-level role designed to support the sales and service delivery efforts of the Portfolio Administration (PA) team. This individual will assist senior team members in business development activities, proposal preparation, client engagement, and internal coordination. The role is ideal for a motivated, detail-oriented professional looking to build a career in real estate services and sales, with the opportunity to grow into a senior Client Solutions role within 2–3 years.

Job Description

Primary Duties

Business Development

+ Assist in the preparation of proposals, presentations, and pricing models for new and existing clients.

+ Support client solutioning and the development of compelling responses to RFPs, RFIs, client presentations, and other client engagement activities.

+ Support the coordination of technology demonstrations and client meetings in collaboration with the GOS Technology team.

+ Track and report on sales pipeline activity, client feedback, and pursuit outcomes.

Client Engagement

+ Participate in client calls and meetings to support client relationship management.

+ Collaborate with the Client Relationship Managers (CRM) to support broker engagement and follow-up initiatives.

+ Assist in scheduling and coordinating client meetings, follow-ups, and action items.

+ Prepare meeting summaries and track client feedback to inform future engagement strategies.

Operational Support

+ Help maintain internal documentation, including contracts, amendments, and schedules, with guidance from senior staff and Legal.

+ Assist with knowledge transfer to the PA Transition Team to ensure a smooth handoff and commencement of the transition process.

+ Help organize and support internal team communications.

+ Support data entry and quality control efforts related to client records, contracts, and sales tracking systems.

+ Assist in maintaining compliance with internal processes and documentation standards.

Team Collaboration & Internal Initiatives

+ Cultivate collaborative working relationships with fellow team members, stakeholders, and other business partners.

+ Contribute to internal initiatives and special projects aimed at improving service delivery and client satisfaction.

+ Participate in regular team meetings and brainstorming sessions to contribute ideas and feedback.

Learning & Development

+ Learn and develop a strong understanding of the Portfolio Administration platform, tools, and service offerings.

+ Participate in regular team meetings and brainstorming sessions to contribute ideas and feedback.

Key Competencies

+ Customer service mindset

+ Strong communication skills (written and verbal)

+ High attention to detail and organizational skills

+ Eagerness to learn and grow within a sales environment

+ Ability to manage multiple tasks and deadlines

+ Team-oriented with a proactive, can-do attitude

+ Basic analytical and research skills

Education and Experience

+ Bachelor’s Degree preferred (Business, Real Estate, Finance, or related field)

+ 1–3 years of professional experience, preferably in real estate, sales support, or client services

+ Familiarity with real estate lease terminology is a plus

+ Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $85,000.00 - $100,000.00

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1-888-365-5406** or email **[email protected]** . Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”