GPARENCY
GPARENCY is seeking a Remote Client Services Specialist to support clients throughout the commercial real estate financing process. This role is ideal for a highly organized, service focused professional who communicates clearly, follows through consistently, manages details carefully, and enjoys helping clients navigate a professional financial-services environment.
As a Client Services Specialist, you will serve as an important point of contact for clients while coordinating information, documentation, follow up, and communication across internal teams. You will help create a responsive, organized, and professional client experience while developing valuable knowledge of commercial real estate finance, client relationship management, transaction coordination, CRM systems, and business operations.
Key Responsibilities
- Serve as a professional and responsive point of contact for clients and prospective clients.
- Respond to client questions, requests, and follow ups in a timely and professional manner.
- Guide clients through next steps, information requirements, documentation, and applicable process milestones.
- Coordinate the collection, organization, and tracking of client information and supporting documents.
- Maintain accurate client records, notes, tasks, communications, and follow up activities in company systems.
- Monitor outstanding requests and proactively follow up to help keep client activities moving forward.
- Coordinate communication among clients, financing professionals, and internal stakeholders.
- Support the organization and progression of commercial real estate financing opportunities.
- Identify missing information or potential issues and communicate them to the appropriate team member.
- Handle confidential business and financial information with discretion and professionalism.
- Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
- Contribute ideas and feedback that can improve client communication, service quality, and internal processes.
Qualifications
- 3+ years of experience in client services, customer support, account coordination, financial services, real estate, administrative support, or a related field preferred.
- Excellent written and verbal communication skills.
- Strong organizational skills with exceptional attention to detail.
- Demonstrated ability to manage multiple priorities, deadlines, and client requests.
- Comfortable using CRM systems, email, spreadsheets, business software, and digital documentation.
- Strong follow-through and the ability to take ownership of assigned responsibilities.
- Ability to learn commercial real estate finance concepts, terminology, and workfows.
- Professional judgment when handling confidential or sensitive information.
- Ability to work independently in a remote environment while collaborating effectively with a team.
- Strong problem solving skills and a genuine commitment to providing a positive client experience.
Benefits & Employee Experience
GPARENCY offers a remote professional work environment where employees have the opportunity to contribute to a technology driven commercial real estate finance business while developing practical experience in client service and financial-services operations.
Depending on applicable position and employment eligibility, employees may have access to:
- Remote work and a collaborative digital work environment.
- Professional development through hands-on experience in commercial real estate finance.
- Meaningful client interaction and relationship-building opportunities.
- Exposure to financing workflows, business operations, technology, and client relationship management.
- A collaborative environment focused on communication, accountability, and professional growth.
- Competitive compensation and applicable employee benefits, with specific plan details and eligibility provided during the hiring process.