Client Relations Consultant

Location

Houston, TX | United States

Job description

Client Relations Consultant [JRP-02252]

Hines is a global real estate investment, development, and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 28 countries. We manage a $92.3B portfolio of high-performing assets across residential, logistics, retail, office, and mixed-use strategies. Our local teams serve 634 properties totaling over 225 million square feet globally. We are committed to a net zero carbon target by 2040 without buying offsets.

When you join Hines, you will work alongside innovative leaders who set the standards responsible for our reputation as an industry leader today, and you’ll be a part of shaping our future in the years to come. We are currently seeking to hire a Client Relations Consultant. In this role, you will respond to customer requests and questions regarding service, products and account information, and issues. You will analyze and resolve customer concerns using established procedures. The selected candidate will support the sales efforts and overall promotion of Hines Real Estate Investments.

RESPONSIBILITIES:

• Assist with daily acceptance, AML (Anti-Money Laundering) and Cure (not in good order) processes ensuring that proper procedures are being followed using established guidelines
• Handle incoming phone calls from brokers and shareowners using multiple systems to answer operational questions and issues
• Support internal sales desk by assisting with Cure, AML, and Operational issues
• Maintain and support back office and custodial relationships with selected dealers and custodians by being the point of contact for operational issues, commission issues, position files etc.
• Interact daily with Transfer Agent to ensure effective and efficient processing
• Define and analyze account problems by identifying the issue or problem source to provide accurate
  information and answers
• Recognize priority situations and understand when and how to elevate these situations to management
• Analyze nature of account problems
• Recommend accurate solutions to resolve problems within established time frames
• Monitor these items daily to insure accurate and timely completion (communicate resolution once issue has been completed)
• Keep current on procedural changes, information updates, market updates and newsletter information (organize the information to communicate effectively and efficiently)
• Generate outgoing correspondence (such as cover letters for rejects) as required
• Perform related duties as required

REQUIREMENTS:

• Bachelor’s degree from an accredited institution
• Able to acquire Series 7 and 63 licenses within an approved time frame
• One or more years of service experience with processes similar to Hine’s operations
• Ability to read and understand a variety of manuals, journals, periodicals, abstracts, financial reports, and legal documents
• Proficient in Word, Excel, and PowerPoint
• Ability to interact with employees and visitors with poise and diplomacy
• Flexible, enthusiastic, and a willingness to learn while ensuring that all deadlines are met
• Ability to manage multiple tasks
• Able to perform in a fast-paced, team driven environment
• Excellent written and verbal communication skills
• Strong organizational skills, accuracy and attention to detail are essential
• Ability to meet highest attendance and punctuality requirements
• Able to travel occasionally

We are an equal opportunity employer and support workforce diversity. No calls or emails from third parties at this time please.

Job tags

Salary