Analyst – Institutional Client Services
TD
Senior Client Services Specialist
Asset Living
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
Unity
About the role
- Manage end-to-end migration processes for multi-property portfolios, ensuring timelines, deliverables, and client expectations are met.
- Serve as the point of contact for clients during migrations, facilitating communication, addressing concerns, and ensuring a high level of satisfaction.
- Partner with internal teams (Operations, Marketing, Treasury, IT, Legal, Training, etc.) to align on requirements, remove roadblocks, and maintain visibility across all stakeholders.
- Develop migration timelines, identify dependencies, and adjust strategies as needed to ensure a smooth transition.
- Recommend and implement enhancements to migration processes, tools, and templates to drive efficiency and consistency across projects.
- Serve as a resource and escalation point for Client Services Specialists (CSSs) assigned to individual tasks within a portfolio migration.
- Maintain accurate migration trackers, status updates, and client-facing deliverables, ensuring they are updated in real time for visibility.
- Anticipate and address potential challenges before they escalate, coordinating with appropriate departments for resolution.
- Understand and manage unique portfolio requirements (e.g., client-specific Yardi instances, banking arrangements, MSAs, and third-party integrations).
- Travel Requirement: This position does not require travel.
Requirements
- Bachelor’s degree or equivalent experience required.
- 4–6 years of experience in client services, property management, or transitions.
- Experience leading large-scale, multi-property projects preferred.
- Proven experience in client services, property transitions, or portfolio migrations, ideally within the multifamily or real estate industry.
- Strong leadership skills with the ability to guide cross-functional teams without direct authority.
- Exceptional organizational skills, with the ability to manage multiple properties and deadlines simultaneously.
- Advanced problem-solving skills with a proactive approach to identifying and resolving challenges.
- Excellent communication and interpersonal skills, capable of building trust with both clients and internal teams.
- Proficiency in Microsoft Office Suite, SharePoint, Yardi, and CRM platforms.
- Ability to work independently and collaboratively in a fast-paced environment.
