Client Services Manager

Description

Franklin Street is currently seeking a Client Services Manager (Transaction Manager) to join our team in Tampa, FL.

The ideal candidate must possess 3-5+ years of administrative experience or a Bachelor of Science or Bachelor of Arts. Professional level proficiency in computer skills including MS Office applications (Excel, Word, Outlook) is required. Minimum two years transactional experience in the commercial real estate industry required. Paralegal background and real estate license are preferred, but not required. One year of experience with InDesign or Photoshop is required.

Position Overview:

The Client Services Manager relieves the Real Estate agents of administrative, research, and analytical functions to increase the time the agents have available for production. The Client Services Manager manages a wide variety of situations and conflicts involving the clerical and administrative functions of the team and business line, relies on experience and judgment to plan and accomplish goals, and may direct or lead the work of others with creativity and latitude.

Contract/Transaction Management

• Types and supports the production of general correspondence, memos, charts, tables, graphs, site plans, etc. Proofreads copy for spelling, grammar, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.
• Manages creation and execution of Listing Agreements, Letters of Intent/Offer Letters, Commission Agreements, Lease Agreements, Purchase & Sale Agreements, etc. Upon receipt of same, store in client/deal folder and execute appropriate checklists/processes.
• Enters all transactions and required documentation into Frankie. Complete the necessary steps in Frankie to create/send out commission invoices and process payments.
• Monitors commission demand letters and balances for the sales teams. Coordinate with legal on past-due commission invoices.

Database Management

• Manages the creation and storage of client/deal folders.
• Maintains company database by adding or verifying contact information and property databases to ensure orderly information, files, and accessibility.
• Maintains any pipeline reports and tracking spreadsheets.

Marketing

• Performs market research for general information, comps, tenant write-ups, etc.
• Assists the Business Line’s marketing person, if applicable, in the creation of demographic maps, aerials, target area maps and reports using Regis, ESRI, and/or CoStar.
• Assists the Business Line’s marketing person, if applicable, in the execution of marketing projects, including but not limited to coordinating and creating direct mailings and eblasts, orders property signs, booking property photos/drone videos with vendor, executive summaries, brochures, placemats, pitch packages, market/tenant rep packages, and press releases.
• Creates collateral including but not limited to property brochures, market surveys, market tours, proposal packages and business development initiatives.
• Ensures all listings are properly displayed on all necessary websites and/or advertising outlets. (i.e. Company website, LoopNet, CoStar Crexi, etc.)

Miscellaneous

• Works independently to support team members on special nonrecurring and ongoing projects.
• Maintains strict confidentiality regarding company marketing, business matters and broker information.
• Works on special projects and performs other duties as assigned.

Requirements

• 3-5+ years of administrative experience or Bachelor of Science or Bachelor of Arts; paralegal background helpful, not required.
• Professional level proficiency in computer skills including MS Office applications (Excel, Word, Outlook) and internet/application software required along with a willingness and ability to learn new software programs.
• High-level data entry skills are required.
• Intermediate/Advanced knowledge of Adobe Creative Suite – InDesign, Photoshop, Illustrator, and Acrobat Pro, strongly preferred.
• Experience utilizing a variety of marketing/media communication vehicles including web, email promotion, and traditional service/product collateral a plus
• Must be able to calculate figures and amounts such as basic financial math, commissions, deposits, interest, and percentages.
• Client Facing Functions where property-specific information (including pricing and property condition) is given requires a Real Estate license
• Prior experience or coursework in Real Estate is preferred.
• Should possess the ability to read, analyze, and interpret general real estate contracts, professional journals/pu