What are the responsibilities and job description for the Client Relations Consultant position at Hines?
Overview
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies for 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
As a Client Relations Consultant with Hines, you will respond to customer requests and questions regarding service, products and account information, and issues. Analyzes and resolves customer concerns using established procedures. Support the sales efforts and overall promotion of Hines Private Wealth Solutions. Responsibilities include, but are not limited to:
- Assist with daily acceptance, AML (Anti-Money Laundering) and Cure (not in good order) processes ensuring that proper procedures are being followed using established guidelines.
- Handle incoming phone calls from brokers and shareowners using multiple systems to answer operational questions and issues.
- Support internal sales desk by assisting with Cure, AML, and Operational issues.
- Maintain and support back office and custodial relationships with selected dealers and custodians by being the point of contact for operational issues, commission issues, position files etc.
- Interact daily with Transfer Agent to ensure effective and efficient processing.
- Define and analyze account problems by identifying issue or problem source to provide accurate information and answers, recognizes priority situations and understands when and how to elevate these situations to management.
- Analyze nature of account problems; Recommends accurate solutions to resolve problems within established time frames; Monitors these items daily to insure accurate and timely completion; Communicates resolution once issue has been completed.
- Keep current on procedural changes, information updates, market updates and newsletter information; Organize the information to effectively and efficiently communicate.
- Generate outgoing correspondence (such as cover letters for rejects) as required.
- Perform related duties as required.
Qualifications
Minimum Requirements include:
Bachelor’s degree from an accredited institution.
- One or more years service experience with processes similar to Company’s operations.
- Series 7 and 63 licenses optional.
Ability to read and understand a variety of manuals, journals, periodicals, abstracts, financial reports, and legal documents.
Proficient in Word, Excel, and PowerPoint.
Ability to interact with employees and visitors with poise and diplomacy.
Must also demonstrate flexibility, enthusiasm, and a willingness to learn while ensuring that all deadlines are met.
Ability to manage multiple tasks.
Ability to perform in a fast-paced, team driven environment.
Excellent written and verbal communication skills.
Strong organizational skills, accuracy and attention to detail are essential.
Ability to meet highest attendance and punctuality requirements.
- Minimal travel may be necessary.
Closing
At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects – all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.
While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.
Hines is proud to be named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies for 2024. ¹Includes both the global Hines organization and RIA AUM as of December 31, 2023.
We are an equal opportunity employer and support workforce diversity
No calls or emails from third parties at this time
Salary : $92
