Financial Client Services Associate Jobs in Naples, FL

Client Services/Business Development is a role accountable for building relationships and market position by locating, developing, defining, and closing business deals. 

Building Trust. Building Partnerships. Building Careers.

Founded in 1991 and headquartered in Detroit, Sachse Construction has built millions of square feet of commercial, retail, multifamily, and institutional space throughout the United States, Canada, and Puerto Rico.

Our signature asset is our unmatched reputation of integrity, quality, and reliability. Our commitment to our core values — do the right thing, have passion and enthusiasm, pursue excellence by constantly raising the bar, and do whatever it takes — has earned the trust of clients from national retail chains to private and institutional owners.

In addition to providing a unique and exceptional customer service experience to our clients, we strive to provide an engaging atmosphere for our team members. Our team members have access to all of the essential benefits and perks, plus:

• Unlimited PTO
• Role-Specific Training + Mentoring
• Award-Winning ‘Project:U’ Wellness Program
• Social Mission Committee + Philanthropic Activities
• Bi-weekly Professional Massages
• Financial Lunch and Learns

We have been repeatedly recognized with several national and local awards, including:

• Best and Brightest Company to Work For
• Best and Brightest in Wellness
• Top Workplace
• Certified Great Place to Work

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

• Exemplify Sachse Construction’s core values.
• Oversee select business development strategic initiatives, accounts, and targets
• Prepare and implement strategic plans and business development activities for target markets and clients
• Participate in related industry associations and events to gather market intelligence
• Develop, maintain, and grow client relationships
• Develop, maintain, and grow consultant/design team relationships
• Take on select assignments, periodically, as assigned to support preconstruction, operations, program management, landlord work and/or tenant coordination
• Actively engage, as requested, in project work to develop additional skills
• Identify and prioritize business opportunities within target markets
• Collaborate with internal team to track all leads and data reporting to leadership
• Identify and develop relationships with potential partners
• Develop “capture strategies” for specific business opportunities
• Participate in development and generation of proposals as needed
• Identify trendsetter ideas by researching industry and related events, publications, and announcements; tracking individual contributors and their accomplishments.
• Locate or propose potential business deals by contacting potential partners; discovering and exploring opportunities.
• Screen potential business deals by analyzing market strategies, deal requirements, potential, and financials; evaluating options; resolving internal priorities; recommending equity investments.
• Develop negotiating strategies and positions by studying integration of new venture with company strategies and operations; examining risks and potentials; estimating client’s needs and goals.
• Close new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhance organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

SKILLS & ABILITIES:

• Ability to lead meetings
• Resourcefulness and ability to track down information quickly and accurately
• Maintains elevated level of professionalism at all levels
• Excellent written/oral communication and presentation skills
• Commitment to detail and strong sense of urgency
• Outstanding customer service skills
• Must be well organized and possess problem solving skills
• Positive attitude and a good sense of humor
• Ability to work in a high energy, fast paced team environment
• Must be able to work with minimal supervision
• Strong research and strategic analysis skills.
• Ability to negotiate and close deals with clients.
• Ability to build and maintain professional relationships with clients.
• Ability to proactively establish and maintain effective working team relationships.
• Ability to be confident in a leadership role.
• Ability to pick up new tools quickly and think outside the box.
• Ability to multitask and manage time effectively by adapting quickly to changing priorities.
• Ability to manage all project information in an organized manner.
• Intermediate to advanced MS Office experience (Word, Excel, PowerPoint, Publisher).

• 15+ years professional experience in an account management, project management or business development role
• Bachelor’s degree (preferred)
  
• Previous experience working in construction, engineering, architecture, development, or an owner's representative role (preferred) 
  Experience supporting municipal, insttiutional, private development and multifamily construction projects (preferred)
• Existing market experience in  multifamily, hospitality, food & beverage, and recreational market sectors is preferred.

Our company is proud to be an equal opportunity workplace that is strives for inclusion. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected group. If you have a disability or special need that requires accommodation, please let us know by contacting our VP of People, Myra Ebarb, at mebarb@sachse.net from People and Perks with any questions or requests for accommodation.

To all recruitment agencies: We do not accept non partner agreement agency resumes. Please do not forward resumes to our team members, partners, or any other company location. We are not responsible for any fees related to unsolicited resumes.