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The Senior Client Services Coordinator provides support to brokers, manages projects, executes marketing campaigns, prepares surveys, and assists in developing client presentations.

Provide sales and administrative support to a commercial real estate team: manage transactions and critical dates, maintain prospect databases, prepare proposals and marketing materials, process lease paperwork, schedule tours, and communicate with clients and colleagues.

In this role, you will provide high-quality property evaluations, foster client relationships, and drive strategic growth in commercial real estate while leveraging technology for efficiency.

Lead end-to-end corporate site selection and economic incentives consulting engagements: manage projects, perform site and community evaluations, build financial models and cost-benefit analyses, coordinate cross-functional teams, present executive-ready recommendations, and support business development and industry engagement.

Support financial advisors with client service, account paperwork, securities transactions (per FINRA licensing), cash management, meeting coordination, compliance adherence, and collaboration with operations and custodians to resolve account issues while assisting business development and marketing initiatives.

The Executive Assistant will manage the Advisor's Outlook, improve workflow processes, handle communications, and organize meetings and travel. Requires customer service expertise and proficiency in Microsoft Office.

Lead new business generation and REMS service sales across Northern California. Drive client relationships, price and transition new accounts, improve operational performance, collaborate with regional leadership, and deliver service excellence.

The Valuation Services Director will oversee valuation services, manage client relationships, handle appraisal assignments, and ensure quality advisory solutions while utilizing financial reporting expertise.

As a Valuation Services Director, you will manage valuation services, develop client relationships, supervise team members, and deliver high-quality advisory solutions.

The Administrative Manager will ensure efficient office operations, manage staff, oversee compliance with regulations, and support business lines through various administrative functions.