Exchange Support Coordinator

Job Summary

A company is looking for an Exchange Support Coordinator II.

Key Responsibilities

• Provides professional customer service and manages escalated client files
• Assists in identifying process improvements and adheres to standard procedures
• Communicates information and collaborates with team members to support operations

Required Qualifications

• High school diploma required; Bachelor's degree preferred
• Typically requires 2+ years of related work experience
• Experience in customer service and administrative tasks
• Ability to work under general supervision and manage own workload
• Familiarity with 1031 tax deferred exchanges is a plus