Client Services Associate or Manager

Description
We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.


Responsibilities:

• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.

• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.

• Assist with client onboarding processes to ensure smooth transitions and effective communication.

• Monitor ongoing client transactions and investment timeline...