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Summary

As the Client Coordinator, you'll ensure investors receive exceptional service by acting as the 'air traffic controller' of the team. This involves managing a variety of administrative, operational, and project management activities. You will help oversee multiple initiatives, coordinate directly with clients, prospects, and internal stakeholders, serve as a first point of contact for investor requests, and plan investor-related meetings and events.

This role requires 5 days in office in the Downtown San Francisco office.

Responsibilities

• Serve as a primary contact for client and prospect inquiries, ensuring high-quality, responsive, and professional service

• Collaborate with relationship managers to execute investor-related meetings and events, translating visions into organized, actionable plans

• Prepare necessary materials for investor meetings and events such as agendas, background information, and biographies across multiple formats (calls, onsite visits, roadshows)

• Synthesize meeting takeaways and track progress to drive efficient task management

• Maintain and update internal databases housed within Teams, Juniper Square, and Salesforce to support team and departmental efficiency

• Drive execution of team objectives by ensuring clear project timelines and expectations are communicated and met

• Engage in cross-functional projects aimed at enhancing departmental effectiveness

Opportunity

• Serve as a key point of contact and be at the forefront of client interaction with leading global investors

• Play a pivotal role in the seamless execution of operational and capital formation strategies

• Contribute to and learn from high-stakes projects with a direct impact on business growth

• Collaborate with a diverse group of professionals dedicated to continuous improvement and excellence

Qualifications'

• 3+ years of experience required; Background in financial services preferred

• Excellent leadership and client service skills with the ability to work independently and as part of a team in a dynamic environment

• Strong problem-solving skills using logic and common sense to develop practical solutions

• Ability to anticipate the needs of others and proactively provide support

• Demonstrated curiosity and eagerness to learn in a fast-paced environment

• Proficiency in Microsoft Office suite (or similar systems) preferred

• Knowledge of general accounting and building/property operations is a plus

• Ability to multi-task, prioritize effectively, and work well under pressure

• Commitment to working in a diverse, collaborative, and professional environment

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