Associate

Client Interaction & Account Management
•    Handle inquiries from prospects, clients, and brokers via phone and email.
•    Coordinate property tours and distribute marketing and transaction packages.
•    Manage client activity for specific accounts and transactions.
•    Assist with relationship management and required reporting.
•    Maintain and manage client databases.
•    Use web-based software for standardized reporting under team guidance.
•    Collaborate with GOS and Market Leadership to support account development opportunities.
Client Reporting
•    Coordinate and implement reporting requirements using transaction management software.
•    Maintain collaborative worksites using proprietary and market standard tools.
•    Collect and enter transaction and portfolio data, ensuring completeness and accuracy.
•    Provide technical support and guidance to agents, partners, and clients to maximize reporting tool usage.
•    Prepare detailed and value added reports and calculations for transactions.
•    Develop reporting frameworks for Rebates and Bonus programs.
Finance & Transaction Support
•    Organize and prepare transaction documentation, including confidentiality agreements, offers, listing agreements, and closing documents.
•    Track critical deadlines for offers, bids, and responses, including preparing a Summary of Critical Dates.
•    Prepare research reports using platforms such as Site Solutions, RealNet, and landlord vacancy data.
•    Abstract leases and draft proposals.
•    Draft and route client documents, including Requests for Service Agreements and Broker Engagement Letters.
•    Manage revenue projections and transaction tracking.
•    Monitor and escalate project timeline variances as required.
•    Manage new projects and renewals, coordinating with C&W and third party brokerage resources.
•    Lead and provide strategic guidance during transaction processes.
•    Conduct post mortem reviews or client surveys to support continuous improvement.
•    Submit and track agent expenses, including BDA submissions.
Administration & Coordination
•    Implement marketing strategies, including social media management.
•    Compile and update landlord activity reports and transaction pipelines.
•    Prepare and research market surveys based on client requirements.
•    Coordinate marketing programs for listings, including advertisements, direct mailers, email campaigns, flyers, postcards, and newsletters.
•    Create listing proposals and pitches, including print finishing (printing and binding).
•    Manage agent deadlines, meetings, tasks, and client interactions.
•    Modify and format process documents to meet specific client requirements.
•    Maintain process documentation and playbooks tailored to client needs.
•    Monitor all aspects of the Transaction Management process using multiple tools.
•    Maintain and update databases (e.g., Engage) with landlord, tenant, property, and prospect information.
•    Perform clerical tasks such as data entry, filing, telephone support, courier coordination, and mailings.
•    Manage special projects and miscellaneous requests from the brokerage team.
Qualifications & Skills
•    Commercial Real Estate License
•    High attention to detail and accuracy, Strong organizational, communication, and time management skills
•    Ability to manage multiple priorities in a deadline driven environment
•    Proficiency in Microsoft Office and web based reporting platforms
•    Professional client service mindset
•    Interest in commercial real estate or brokerage services