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Analyst, Client Engagement Group (Private Wealth - Internal Wholesaler)
CIM Group
- Phoenix, Arizona, United States
- Phoenix, Arizona, United States
À propos
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:
We are seeking a motivated and detail-oriented scheduler to join our Private Wealth team. In this role, you will support our sales team by managing schedules, coordinating meetings, and ensuring effective communication with clients and internal stakeholders. Your efforts will contribute significantly to our overall sales strategy and client engagement.
RESPONSIBILITIES:
* Coordinate and schedule meetings for the wholesaling team, ensuring all logistics are managed effectively.
* Assist in preparing materials and agendas for meetings and presentations.
* Maintain and update the sales calendar, tracking appointments, follow-ups, and client interactions.
* Support the internal sales team by handling incoming inquiries and directing them to the appropriate resources.
* Maintain accurate records of meetings, including notes, action items, and follow-up tasks.
* Collaborate with sales team members to identify and prioritize leads and opportunities.
* Provide administrative support, including data entry and management of CRM systems.
* Monitor and analyze the effectiveness of scheduling and follow-up processes, offering suggestions for improvements.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
* Bachelor's degree in business, finance, or a related field preferred.
ABOUT YOU:
* Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
* Excellent communication and interpersonal skills, capable of engaging with clients and colleagues at various levels.
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
* Ability to work independently and as part of a team in a fast-paced environment.
WHAT CIM OFFERS:
At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
* A variety of Medical, dental, and vision benefit plans
* Health Savings
Compétences linguistiques
- English
Avis aux utilisateurs
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