Exchange Specialist at MILLENNIUM TRUST COMPANY LLC

Denver, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Sep, 26

Salary

0.0

Posted On

03 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Client Onboarding, Technical Troubleshooting, Relationship Management, Document Preparation, Cash Management, Microsoft Office, Cloud-Based Applications, Time Management, Interpersonal Communication, Agile Principles, Detail Oriented

Industry

Financial Services

Description

• This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. • Executing on subject matter experts’ consultations with clients. • Preparing transactional documents and agreements both manually and via software applications related to company service offerings. related to conventional forward exchanges. • Maintaining client files, reports and providing administrative support as may be required. • Assisting with cash management (banking and funding) to service client accounts. • Providing support to clients including troubleshooting and problem escalation as needed. • Providing strong, consistent customer service to all clients and maintains client relationships. • Assisting with onboarding and training of new clients and retention of existing clients. • Gaining knowledge and understanding of 1031 exchanges in order to independently provide service to clients. • Fielding inquiries from clients via phone, email, and web-leads. • Performing additional tasks or responsibilities as needed by the company. Qualifications Years of Experience: N/A . Degree: • Bachelor’s Degree in related field or equivalent industry experience. . Certification: • Awareness of Certified Exchange Specialist (CES) Designation • Title and Escrow/Real Estate experience preferred . Skills & Abilities: • Company Values: Creative, Collaborative, Competitive, Curious • Highly ethical • Comfortable not knowing answers, but resourceful and able to resolve issues • Open to receiving and providing feedback • Sociable – client facing • Flexible and adaptable • Highly self-motivated and directed • Detail-oriented • Partnering • Confident • Open to training and learning • Expert written, oral, and interpersonal communication skills. • High level of competency working with Microsoft Office suite and cloud-based applications. • Strong time-management and prioritization skills. • Experience working both independently and, in a team-oriented, collaborative environment. • Familiarity with the Agile values and principles

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The role focuses on providing exceptional customer service, onboarding new clients, and maintaining strong client relationships. Responsibilities include preparing transactional documents for conventional forward exchanges and assisting with cash management and funding.