Client Engagement Specialist

Job Title

Client Engagement Specialist

Job Description Summary

POSITION SUMMARY
The Valuation & Advisory (V&A) Client Engagement Specialist is primarily responsible for facilitation of client engagement which includes but is not limited to responding to opportunities for new engagements on behalf of the professionals and management of the company’s Valuation & Advisory service line. Working under the direction of the Client Engagement manager and in partnership with the Market Lead, this team of specialists is responsible for fielding and responding to proposals for potential new engagements on time and with great accuracy. Additional responsibilities include occasional preparation of engagement letters, tracking wins/losses, accepting engagement awards and transmitting related engagement information, maintaining rosters and client lists and various administrative duties.
This is a highly visible position requiring constant communication with external clients, internal managers and valuation professionals. The successful candidate will be organized, detailed oriented, and have the ability to multitask and follow through in a fast-paced environment. Excellent written communication skills required. In office or remote work accommodations provided based on employee preference.
We believe what we do matters and makes a difference. Respect for each other and our clients is at the forefront of our business. We believe in collaboration, connection and supporting one another. Our team is highly engaged and empowered to reach their fullest potential. If these values resonate with you, consider joining our team.

Job Description

Key RESPONSIBILITIES

• Contribute to the client engagement process by receiving requests, fielding requests appropriately and responding accordingly based on client needs, available staffing and timing
• Utilize third party sites to receive, enter and follow-up on new engagement opportunities
• Support Market Lead to maintain database of appraiser information to accurately staff assignments (designations, licenses, specialties, etc.)
• Tracking new engagement opportunities to insure proper reporting (win/loss ratio, fees, appraiser capacity, etc.)
• Coordinate with other V&A Client Engagement Specialists to communicate changes and resolve issues across the process
• Proactively follow-up with appraisers to ensure responses are submitted on-time
• Accepting new assignments and preparing set up requirements for the Financial Operations team
• Update and manage our internal platform with all new opportunity details

REQUIRED SKILLS & EXPERIENCE

• 3-5 years of experience supporting a revenue-generating business with exposure to engagement management and general administrative functions
• Intermediate proficiency using MS Office Suites, ability to perform basic mathematical calculations, and proficiency working in a web-based project management software environment
• Excellent oral and written communication skills
• Ability to juggle several processes simultaneously without sacrificing work product or accuracy
• Time management and organizational skills
• Sense of urgency and ability to meet critical, recurring deadlines
• Maintenance of confidential information
• Desire to collaborate in a team environment, sharing relevant information with colleagues and clients
• Proactively problem solve and remove obstacles that prohibit us from doing our best work
• Uphold the V&A standards of respect, responsiveness and people first (colleagues and clients)

#Remote #RemoteLI

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $24.51 - $28.84

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected]. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”