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Client Management Coordinator Location: San Francisco, California

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2019-04-29 17:36:56
Job Type: Full Time only

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Specific duties & responsibilities will include but are not limited to:

  • Provide administrative support (client correspondence, calendar, booking travel, processing expenses) for the Deputy Chairman of Region
  • Serve as first line of response for internal enquiries and client related matters.
  • Recruit, interview, train and manage interns throughout the year
  • Manage and attend client walk-throughs which could include pickups and tagging.
  • Assist the Sale Departments and Operations with shipping arrangements for incoming property.
  • Assist with client paperwork and consignment management
  • Assist with client correspondence and estimate requests, facilitate client bids and any client requests.
  • Work with Post-sale team to oversee all invoicing, shipping and settlement arrangements with clients
  • Support all client requests and enquiries throughout the client lifecycle, including all valuation and consignment projects.
  • Maintain a runner of current accounts and regularly communicate the status of projects.
  • Able to grow relationships with clients of the business getters they support.
  • Maintain awareness of strategies around specific clients and client groups.
  • Work with Client Strategy to feed and receive information around clients.
  • Assist management with event planning: invitations, caterers, rentals, tracking client participation, check, supporting RSVP and guest list management.
  • Coordinate specialist and executive visits to the region.
  • Maintain client files and library
  • Assist with research as necessary
  • Support the Client Management Business Director by complying to regional budget directives.
  • Attend any relevant events
  • Manage general office operations (e.g., premises maintenance, office supply inventory, updating of IT requirements, liaise with suppliers and vendors, etc.).
  • Other duties as assigned by San Francisco Manager


Development Opportunities

  • Develop a knowledge of clients appraisal services, relevant legalities and IRS issues.
  • Collaborate with Specialists to communicate verbal appraisal requests from San Francisco museums
  • Support the Estates, Appraisals and Evaluations with the appraisal process.
  • Liaise with the Deputy Chairman and the Estates, Appraisals and Evaluations department to determine appraisal fees, if applicable.

The Candidate

  • Bachelor\'s degree required; background in art history or business management preferred
  • Minimum of 1-2 years of relevant work experience
  • Possess strong business acumen and financial literacy
  • Strong knowledge of Excel, PowerPoint, Word and Outlook required. Ability to learn clients systems including COS, JDE, intranet and website
  • Ability to compile and analyze data
  • Ability to draft reports, presentations and business correspondence
  • Ability to effectively present information and respond to questions from colleagues and clients
  • Superior client service skills
  • Ability to remain calm in stressful situations
  • Excellent communication and interpersonal skills, including superior written and spoken communication
  • Demonstrated ability to multi-task and prioritize
  • Strong follow-up skills with attention to detail
  • Ability to work within a team environment



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