Remote Client Services Specialist
Eastern Union · 1 day ago
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.
About GPARENCY
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access within commercial real estate financing. The company connects borrowers and lenders while using technology, data, and industry expertise to support commercial real estate financing opportunities.
GPARENCY is committed to providing equal employment opportunities and maintaining a professional, respectful, and inclusive workplace. Employment decisions are based on qualifications, skills, experience, and business needs.
