Client Services Associate – Real Estate Investments

Client Services Associate – Real Estate Investments

Our client is seeking a professional and detail-oriented Administrative/Customer Service based with experience in the real estate industry. This individual will serve as a main point of contact for investors, providing support on inquiries related to real estate portfolios, distributions, tax documents, and account access.

Responsibilities:

• Serve as the main point of contact for inbound investor inquiries via phone and email, with a focus on real estate-related questions.
• Respond to inquiries regarding investment distributions, tax forms, portfolio performance, and investor portal access.
• Troubleshoot and resolve technical issues related to portal access and navigation.
• Resend investor documentation, including account statements, confirmations, and real estate investment details.
• Accurately record all investor interactions and activity within the CRM system.
• Collaborate with internal teams—including Accounting, Compliance, and IT—to resolve investor issues efficiently.
• Handle sensitive financial and personal information with discretion and professionalism.
• Assist in onboarding new investors and updating account information related to real estate portfolios.
• Contribute to ongoing process improvements aimed at enhancing the investor experience in the real estate space.

Qualifications:

• Minimum 2 years of customer service or account management experience in the real estate or investment industry
• Strong understanding of REITs and real estate investment terminology
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• CRM experience preferred

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.