Client Support Specialist
Location
Pasadena, CA | United States
Job description
Our client, a white-glove third-party service provider that is integral in the construction & development process seeks an experienced Client Support Specialist to join their growing, entrepreneurial team.
The Client Support Specialist works closely with the Draw Specialist team, overseeing the successful download & storage of individual client draw requests. They are responsible for setting construction budgets in the internal accounting platform, and then creating & tracking individual draw requests through a project management tool.
The ideal Client Support Specialist candidate is highly organized, detail-oriented, and has a knack for providing exceptional client service.
This is an on-site role in a beautiful, well-appointed office in Old Town Pasadena, near public transit.
A day in the life of a successful Client Support Specialist includes, but is not limited to:
- Monitoring the compan ys client portal for client questions & new construction draw requests
- Leveraging technology to download & manage draw request files, and following up with clients for missing information or incomplete documentation
- Keeping an eye on the Teams draw request pipeline, and foll owing up with internal/external parties to ensure the process is streamlined
- Reviewing client communication, documents, and draw requests for accuracy and compliance with borrower guidelines
- Collaborating with company leaders in the execution of special projects, new programs, and ad-hoc requests as needed
Requirements
The ideal Client Support Specialist candidate possesses the following skills & experience:
- 1+ years experience in a similarly high ly detail-oriented administrative role, ideally in a professional office/client services environment
- Strong written and verbal communication skills, adept at quickly and professionally responding to all levels of professionals
- Able to assimilate new concepts quickly , learn new software, and adapt to new processes & procedures
- Technologically- savvy with a mastery of Adobe Acrobat DC, Microsoft 365 (excel, word, PowerPoint, OneDrive), Project Management Tools (Trello, Asana, etc.) and other software platforms
- Strong work ethic, attention to detail, and resourcefulness – capable of working well independently, and as a member of a cross-disciplinary team
- Associate or bachelors degr ee from an accredited institution is highly preferred, or equivalent relevant working experience required
Benefits
Client provides a collegial, on-site environment, and the opportunity for advancement within a growing entrepreneurial environment. Compensation for the role ranges from $45-55K+ annually, dependent on experience.
Job tags
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