Client Services Assistant
Job ID
39994
Posted
17-Nov-2021
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Administrative
Location(s)
Dallas - Texas - United States of America
JOB SUMMARY  

Provides general administrative support to an office or group of sales professionals. Collects, compiles and analyzes moderately complex data and information. Composes straightforward written descriptions of results.


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 qualification packages.

Answers, screens and directs incoming telephone calls. Responds to general inquiries and provides information as needed, while maintaining confidentiality of Sales, Marketing, Client and proprietary information and data in all communications.

Reads and routes incoming mail. Composes and prepares routine correspondence, faxes and emails for sales professionals.

Maintains and updates relevant databases and assists with website updates.

Organizes and maintains filing system, file correspondence and other records.

May coordinate schedules and appointments for sales team members.

May attend Sales team meetings for the purpose of recording meeting minutes or action items.

Other duties may be assigned.


SUPERVISORY RESPONSIBILITIES  

No formal supervisory responsibilities in this position.

QUALIFICATIONS  

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 required.

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. 2 years experience providing administrative support to multiple or team of professionals; ability to determine and respond to conflicting priorities preferred. Work experience in Sales or Marketing environment preferred.


CERTIFICATES and/or LICENSES  

None.


COMMUNICATION SKILLS  

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.


FINANCIAL KNOWLEDGE  

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.


REASONING ABILITY  

Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical 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. Basic knowledge of accounting and marketing preferred.


SCOPE OF RESPONSIBILITY  

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause negative impact to external and internal clients.


CBRE is an equal opportunity/affirmative action employer with 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.

An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.


NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.