Cimgroup3mo ago

Analyst, Client Engagement Group (Private Wealth - Internal Wholesaler)

PhoenixFull Timeentry

OtherEngagement

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Overview

ABOUT CIM GROUP: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets,

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OtherEngagement

ABOUT CIM GROUP:

CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!

We are seeking a motivated and detail-oriented scheduler to join our Private Wealth team. In this role, you will support our sales team by managing schedules, coordinating meetings, and ensuring effective communication with clients and internal stakeholders. Your efforts will contribute significantly to our overall sales strategy and client engagement.

Coordinate and schedule meetings for the wholesaling team, ensuring all logistics are managed effectively.

Assist in preparing materials and agendas for meetings and presentations.

Maintain and update the sales calendar, tracking appointments, follow-ups, and client interactions.

Support the internal sales team by handling incoming inquiries and directing them to the appropriate resources.

Maintain accurate records of meetings, including notes, action items, and follow-up tasks.

Collaborate with sales team members to identify and prioritize leads and opportunities.

Provide administrative support, including data entry and management of CRM systems.

Monitor and analyze the effectiveness of scheduling and follow-up processes, offering suggestions for improvements.

Bachelor’s degree in business, finance, or a related field preferred.

Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.

Excellent communication and interpersonal skills, capable of engaging with clients and colleagues at various levels.

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.