Permanent
Posted on 07 August 25 by Perm Jobs Inbox
Powered by Tracker
A high-performing commercial real estate investment firm is seeking a Client Coordinator to support a key executive focused on fundraising and investor relations. This role is ideal for someone who brings polish, discretion, and operational excellence to every interaction, and thrives in a fast-paced, high-touch environment.
This role is centered around providing top-tier support for all client-facing initiatives, including investor meetings, fundraising activities, and high-level events. The ideal candidate will have a background in finance or professional services and be comfortable navigating complex schedules and priorities with tact and professionalism.
Coordinate and schedule client and investor-related meetings
Support the planning and execution of investor events, roadshows, and fundraising initiatives
Handle meeting prep, materials, follow-ups, and CRM updates in Salesforce
Maintain the highest level of professionalism and discretion with confidential information
Serve as a primary point of contact for investors and external stakeholders, delivering a seamless and personalized experience
Collaborate with internal teams across offices to ensure efficient information flow and alignment