Client Communications Specialist
4 weeks ago
We are seeking a highly skilled Client Communications Specialist to join our team at Heitman. As a key member of our Client Service & Marketing group, you will be responsible for assisting in content management, editing commentary, and producing responses to requests for information/due diligence questionnaires.
- Work with team members to maintain a proposal response library, refining existing approved content, adding new content, and updating/maintaining integrity of existing content within Heitman's proposal management database.
- Partner with investment teams and subject matter experts to build and edit proposal library content.
- Produce responses to requests for information/due diligence questionnaires, coordinating with subject matter experts to ensure timely completion of deliverables.
- Collaborate across internal teams (financial performance and reporting, design, client service) to oversee the response to investor requests.
- Update narratives for Heitman's products in consultant databases.
- Provide feedback and recommendations to improve processes, policies, and customer happiness.
- Assist with editing commentary for quarterly fund/account reports and other regular client communications.
- Work with key stakeholders to produce internal communications.
Qualifications:
- Experience in communications, marketing, or client service; proposal or content management experience a plus.
- Excellent academic qualifications; Bachelor's degree required. Degrees in Communications, Journalism, or Marketing preferred.
- At least 1 to 2 years of experience required.
- Strong writing, editing, proofreading skills a must.
- Superior project management/organizational skills.
- Excellent interpersonal, verbal, and written communication skills.
- Can work efficiently and prioritize multiple projects in a fast-paced environment and within tight deadlines.
- Ability to work both independently and as part of a team with professionals at all levels.
- Must be a results-oriented self-starter with strong attention to detail.
- Proficient in MS Office Suite (Word, Excel, PowerPoint), SharePoint.
- Experience working in Loopio, PMAPs/RocketDocs, Qvidian, or Salesforce a plus.
We are an equal employment opportunity employer and comply with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.
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