Position Overview
The most successful Client Finance Specialists (CFS) contribute to organizational excellence through exceptional delivery of all financial services to our clients. The ability to manage timelines, communicate effectively, prioritize, and maintain an attention to detail are essential to a successful CFS. Demonstrating initiative by asking probing questions, challenging the status quo, and applying analytical thinking to find resourceful solutions are crucial. The greatest quality that a CFS could possess is striving to exceed their previous-best performance by exhibiting a commitment to continuous learning and development.
Organization
The CFS supports assigned Client Finance Manager(s) and Team Lead(s) in the execution of the company’s business plan metrics and initiatives. They will achieve this by focusing on results and desired outcomes, making timely, informed decisions that take into account the facts, goals, constraints and risk. The CFS works collaboratively with internal and external stakeholders to ensure financial services are delivered to the client’s expectation resulting in respect and trust regarding financial program management. This requires extensive direct communication with internal departments. Proficiently respond to calls and emails from clients by demonstrating a strong understanding of the relocation process and their financial needs.
Core Responsibilities
The CFS plays a key role in ensuring the financial services are administered smoothly by:
Performance Objectives
As a contractor of services for the US Government we must comply with federal law mandating that all employees be fully vaccinated for COVID-19, unless the employee is legally entitled to an accommodation. In addition, the selected candidate will be required to pass government security clearance.
The world of real estate is ever-evolving—what are your doing to stay on top? Built for leading real estate partners, LeadingRE is an invite-only business-to-business real estate community, interconnecting top local and regional independent real estate firms across the world. We provide our members best-of-industry assets, like elite training and education, marketing and technology resources, referrals and support—giving its member firms an edge while making their agents’ lives easier—and ultimately helping them to generate more business, assured by exceptional experience, quality service, and access to the best of the best in the industry.
We know what our members need because we’ve been where they are. Established in 1963 as a national organization focused on relocation and referrals, LeadingRE was galvanized in 1997 when 50 of the US’s largest independent brokerage firms left a major real estate network to launch one of their own. In doing so, we leveraged collective top-line knowledge and experience and built from the ground up, uniting leading local brands worldwide. LeadingRE has since grown to be the market leader in independent brokerage networks, with 550 firms in 70 countries, generating 1.3 million global transactions a year.
With this global reach capable of leveraging a vast network of connections—along with partnering service arms Luxury Portfolio International® and the relocation management company RELO Direct®—LeadingRE can provide our members not only with a proprietary cache of robust referrals and resources, but exponentially diverse solutions for customers.