Client Relations Specialist

| Austin

Summary

Realized is looking for a Client Relations Specialist to join our Investment team. The Client Relations Specialist will contact leads generated from the marketing department, qualify prospective clients, and schedule clients to speak with the team's Investment Consultants. The Client Relations Specialist is a critical component of our client engagement process and will partner with our Investment Consultants to position real estate wealth management solutions to clients throughout the United States.


Essential Functions

  • Prospect warm leads generated by CRM, answer inbound phone calls and emails from prospective investors
  • Schedule consultation calls between the Realized Investment Consultants and prospective investors.  
  • Serve as an advocate for the client once the transaction process is underway and coordinate with Investment Consultants and internal transaction specialists during the closing process
  • Follow up with investors after closing
  • Be a trusted consultant and problem solver for clients

Required Education and Experience

  • 1 years of sales experience or experience in a customer facing role
  • 1 years of experience working in a CRM
  • Experience or interest in the mortgage, commercial real estate, finance, or securities industry.
  • Ability to obtain and maintain a FINRA Series 7 and Series 63 license within the first 9 months of employment.

Preferred Education and Experience

  • 4 Year College Degree
  • Experience in a customer facing or account management role

Additional Eligibility Qualifications

  • The ability to connect quickly with affluent prospects
  • Exceptional phone etiquette
  • Active listening skills
  • Strong oral and written communication skills
  • Excellent time-management skills
  • Organizational skills in a detail-oriented setting
  • Team player with the ability to multi-task in a results-driven environment
  • High comfort level in utilization of technology platforms
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Location

We're located one block from the Austin Capitol in a historic building that was Austin's first surgical hospital.

What are Realized Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Open door policy
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
Realized provides employees with a flexible work schedule that includes Core hours, Flexible start and end times.
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Company Outings
Realized hosts monthly corporate outings ranging from happy hours, spring picnics to Top Golf
Stocked Kitchen
Happy Hours
Happy hours are hosted on occasion, typically at least once per quarter.
Parking
We offer employees Free off-site garage parking two blocks from the office.
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Realized is launching monthly lunch and learn meetings lead by the executive team. We also hold monthly book clubs.
Cross functional training encouraged
Promote from within
Paid industry certifications
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