Senior Associate, Client Services

Chicago, Illinois


Company Description

Founded in 1966, Heitman LLC is a global real estate investment management firm with over $44 billion in assets under management. Heitman’s real estate investment strategies include direct investments in the equity or debt capitalization of a property or in the securities of listed and publicly traded real estate companies. Heitman serves a global client base with clients from North American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors. Headquartered in Chicago, with additional offices in North America, Europe, and Asia-Pacific, Heitman’s more than 325 employees offer specialized expertise – from a specific discipline to local insight.

This Opportunity

The primary objective of this role is to achieve better operating leverage through additional support for the Client Service team and, ultimately, improve the overall client experience.  Based in the firm’s Chicago headquarters, the position will report to the Vice President, Client Service & Marketing and will work on the Client Service team in the firm’s Client Service & Marketing Department. The Senior Associate will provide day-to-day support to the Client Service team as well as the broader Client Service & Marketing department as needed.

The primary goal of the position is to provide end-to-end support and help the team deliver a distinctive client experience across Heitman’s private real estate equity, public real estate securities, and private real estate debt solutions. The Senior Associate will assist with creating and drafting external facing marketing presentations and investor summaries and supporting the overall Client Service & Marketing team in executing the global strategic client service and marketing plan to retain clients and drive commercial success. Duties include researching competitors, compiling reports and presentations, coordinating meeting logistics, creating presentations, and other important prospecting initiatives. The Senior Associate will also work closely with colleagues within the Client Service & Marketing function as well as across the firm on a variety of projects (e.g. annual North American Investor Conference).

It is expected that the successful candidate will act independently, be a collaborative, goal-oriented professional, bring a strong interest in developing institutional relationships over time and possess a “can do” service orientation. The ability to use discretion and be self-directed, organized and results oriented will be critical to success. Extensive software skills, internet research abilities and strong communication skills are required.

The responsibilities of a Senior Associate, Client Services include, but are not limited to:

  • Assemble external facing draft marketing presentations and assist with client/prospect follow up activity
  • Prepare client/prospect briefing documents
  • Support Sales Representatives with respect to data administration on the CRM (SalesForce) with an aim to ensure all activity is recorded promptly and client records are up-to-date
  • Create, maintain, and update Strategic Client Management (SCM) plans
  • Quarterback onsite meetings and conference calls, prepare agendas, reserve and prepare facilities
  • Prepare records such as agendas, notices, minutes and assist in the preparation of letters, investment briefs, and presentations
  • Acquire a deep knowledge of Heitman’s global product suite
  • Assist with competitor research projects and independently monitor industry and competitor trends across asset classes, products, structures etc. to help drive product development decisions
  • Expand industry knowledge with an emphasis on developing an understanding of the real estate market
  • Assist the team with Investor Conference and other company events, as needed
  • Assist with special projects as required

We are seeking individuals who meet the following criteria:

  • 3+ years of sales, marketing and client management experience
  • Real estate industry experience a plus
  • Excellent listening and analytical skills with clients, internal and external
  • Evidence of working closely with other teams to influence colleagues at all levels of the business
  • Strong written and oral communication skills – clear and organized thinking, an engaging personal style
  • Strong interpersonal skills - high energy, creative, enthusiastic, results oriented, self-starter, motivated
  • Professional team player
  • Detail oriented
  • Strong organization and time management skills, ability to manage multiple projects in a fast-paced environment
  • Impeccable character and reputation
  • Commitment to excellence
  • Excellent computer skills (PowerPoint, Excel, Word, MS Outlook, etc.)

The Heitman Difference – Culture

Our culture recognizes the importance of our biggest differentiator — our people. Heitman’s collaborative work environment gives our professionals the opportunity to build something together. Something too appealing to ignore and too rewarding to leave.

Our culture is driven by our core values: Respect, Commitment, Innovation, and Integrity. We strive to maintain an inclusive and collaborative environment where all ideas are welcome. Among many other Heitman sponsored programs, we encourage our employees to get out into the community and volunteer with their favorite organizations – you’ll even get paid time off to do just that!

Heitman offers an excellent compensation and benefits package, including medical, dental and life insurance, 401K plan with employer match, and a generous vacation/sick plan.

Additional Information

Interested professionals should apply via our website at Please make sure to select “careers” under the About tab to submit your cover letter and resume. If you are a Heitman employee, please make sure to apply using your Heitman email address.

Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.