Exchange Specialist

Job description

- This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. - Executing on subject matter experts’ consultations with clients. - Preparing transactional documents and agreements both manually and via software applications related to company service offerings. related to conventional forward exchanges. - Maintaining client files, reports and providing administrative support as may be required. - Assisting with cash management (banking and funding) to service client accounts. - Providing support to clients including troubleshooting and problem escalation as needed. - Providing strong, consistent customer service to all clients and maintains client relationships. - Assisting with onboarding and training of new clients and retention of existing clients. - Gaining knowledge and understanding of 1031 exchanges in order to independently provide service to clients. - Fielding inquiries from clients via phone, email, and web-leads. - Performing additional tasks or responsibilities as needed by the company. Qualif...