CIM Group · 11 hours ago
Analyst, Client Engagement Group (Private Wealth - Internal Wholesaler)
Phoenix, AZ
Full-time
Onsite
New Grad, Entry LevelCIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. They are seeking a motivated and detail-oriented scheduler to support their Private Wealth team by managing schedules, coordinating meetings, and ensuring effective communication with clients and internal stakeholders.
Asset ManagementCommercial Real EstateFinanceFinancial ServicesProperty DevelopmentProperty Management
Responsibilities
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
Qualification
Required
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
Ability to work independently and as part of a team in a fast-paced environment
Benefits
A variety of Medical, dental, and vision benefit plans
Health Savings Account with a generous employer contribution
Company paid life and disability insurance
401(k) savings plan, with company match
Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
Up to 16 hours of volunteer time off
Up to 16 weeks of Paid Parental Leave
Ongoing professional development programs
Wellness program, including monthly and quarterly prizes
And more!
Company
CIM Group
CIM is a community-focused real estate and infrastructure owner, operator, lender and developer.
Founded in 1994
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$47.5M2023-11-27Debt Financing· $47.5M
2021-05-15Undisclosed
Leadership Team
Bernard Ryan
Managing Director, Head of Insurance Solutions
Recent News
Crain's New York Business
2026-01-21
Hotel Management Network
2026-01-15
Company data provided by crunchbase