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Client Services Coordinator - Debt & Structured Finance

CBRE • San Diego, CA • 7h ago

Job ID

234042

Posted

18-Aug-2025

Service line

Advisory Segment

Role @type

Full-time

Areas of Interest

Sales Support

Location(s)

San Diego - California - United States of America

About The Role:

As a CBRE Client Services Coordinator, you will be responsible for the administrative support for a group of sales/client-facing professionals. You'll develop marketing materials such as debt packages, social media, and communication materials.

What You'll Do:

Produce marketing materials and maintain websites for sales professionals listings. Examples include property brochures, postcards, maps, Offering Memorandums, and more.

Coordinate with client and team members to obtain approvals for all marketing materials; ensure materials and approvals are maintained with the listing.

Create standard listing and commission agreements; coordinate non-standard listing creation, facilitate requests and approvals with collaborators and legal department; in coordination with other department team(s), maintain listing(s) and commission agreement(s). Ensure client receives completed copy.

Maintain internal and external databases such as Opportunities, LoopNet, Costar, The Well, Salesforce, etc.

Facilitate the listing process to include: creating marketing budget, monitor expiration dates, add/remove signs, maintain Confidentiality Agreements, and provide client status reports.

See transactions through to completion by handling the full closing process for all lender profiles, acting as a liaison with clients, lenders, and government agencies as needed.

Compile, analyze, interpret, and summarize market and property research to include: tax reports, aerials/maps, demographics, traffic counts, etc.

Coordinate the creation of news releases, events, and social media feeds and obtain approvals when needed.

May participate and obtain required certifications to include: national Marketing/web calls, web certification, local specialty meetings, and line of business calls.

Miscellaneous duties may include: prepare vouchers when listings are complete, expense reports, and submittals. Track and complete broker pipeline report to assist in managed brokerage.

What You'll Need:

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

High School Diploma or GED with 2-3 years of job-related experience.

An established understanding of work routines and standards and applying skills and knowledge in a range of processes, procedures, and systems are required.

Requires intermediate problem-solving skills with the capacity to review and select solutions from available options without supervisory approval.

Ability to explain detailed information within the team in a clear and concise manner.

Advanced knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.

Ability to manipulate basic templates in PowerPoint and/or InDesign required.

Strong organizational skills with a robust inquisitive approach.

General math skills. Ability to calculate advanced figures such as percentages, discounts, and markups.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

Disclaimers

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Coordinator position is $65,000 annually and the maximum salary for the Client Services Coordinator position is $70,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.

Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

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