Client Coordinator

At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge.

Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity.

We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day.

At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions.

Summary

The Client Coordinator is a key member of the Transaction Management team, working closely with and providing support to Account Managers, Advisors and Managing Principals. This position provides coordination, reporting and transaction support that enables consistent execution and exceptional client experience. The ideal candidate is highly organized, detail-oriented and comfortable managing multiple priorities in a fast-paced environment.

Essential duties and responsibilities

• Provide day-to-day coordination and administrative support for a global corporate real estate account
• Partner with Account Managers to track deliverables, timelines, governance and overall account performance
• Support Advisors & Transaction Managers across leasing, acquisition, disposition, and renewal activity
• Maintain and track transaction pipelines, key milestones, and critical dates
• Assist with preparation of client-facing materials, presentations and business reviews
• Support advisory fee tracking, invoicing, and financial reporting
• Maintain and prepare recurring and ad hoc reports, ensuring data consistency and accuracy
• Coordinate meetings, property tours, workflow communications and cross-regional collaboration
• Support process improvement initiatives and account optimization efforts
• Assist Advisors in the RFP process by organizing client responses, developing alternative matrices, and providing basic financial analyses for multiple scenarios
• Manage the San Francisco office social media accounts
• Perform other duties as assigned by management

Qualifications

• Commitment to exceptional client service
• Ability to multitask and maintain high level of accuracy
• Excellent verbal and written communication skills
• Strong organizational and analytical skills
• Professional, engaging attitude with a flexible nature and the ability to multitask and prioritize projects and tasks, to meet both local team and corporate deadlines
• Team-oriented experience and approach are required.
• Proficiency in Microsoft Office, including Word, Excel, Powerpoint and Outlook; experience with CRM platforms, Smartsheet, collaborative work management tools or real estate systems a plus
• Proficiency with Adobe InDesign or similar software strongly preferred

Education/Experience

• Bachelor’s degree preferred; equivalent experience considered
• 1-3 years of experience working in commercial real estate or professional services environment

Physical Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.

NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary.

Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.