Real Estate Client Service

Colleen Shanahan

Naples, FL

Email: ***********@*****.***

Phone: 239-***-****

Experienced administrative and client service professional with a diverse background in real estate, financial services, property management, and healthcare administration. Adept at managing high-volume operations, coordinating teams, and delivering exceptional client experiences. Skilled in compliance, office management, marketing, and cross-functional communications.

Work Experience

Client Service Associate

Stifel - Naples, FL

July 2024 – Present

- Provide personalized client support for high-net-worth individuals in the Naples real estate market.

- Coordinate with international affiliates (Christie’s International) for global transactions.

- Maintain listings through MLS and digital marketing platforms; trained on multiple marketing programs.

- Ensure seamless transaction closures by supporting agents and handling office management. Office / MLS Coordinator

John R. Wood Properties - Naples, FL

May 2023 – July 2024

- Supported 120 agents in executing real estate transactions efficiently, ensuring timely closings.

- Coordinated compliance training and software systems for agents, including Zipforms, SkySlope, Avtivepipe, and Delta.

- Maintained operational workflow with high network agents and clientele, including property listings on MLS.

Financial Services Associate

Wells Fargo Advisors - Naples, FL

November 2021 – January 2023

- Assisted Senior Financial Advisors with client service, compliance, and marketing duties.

- Managed office functions, opened accounts, and facilitated transactions for high-net-worth clients.

- Addressed complaints, compliance issues, and coordinated research and investment operations.

Office Administrator

ReMax Affinity Plus - Marco Island, FL

August 2019 – January 2022

- Supported over 50 agents by organizing and streamlining office operations via ReMax systems.

- Developed web pages, managed email campaigns, created virtual tours, and coordinated listing contracts.

- Maintained relationships with elite clients, scheduled appointments, and facilitated transactions.

Property Coordinator

Marco Beach Vacation Suites - Marco Island, FL

January 2017 – November 2018

- Managed daily front-office operations and property logistics for vacation rentals.

- Coordinated maintenance, inventory, customer service, reservations, and event bookings.

- Liaised with local venues and service providers to enhance guest experiences. Medical Biller (Contract)

Walgreens Home Infusion - Fort Myers, FL

May 2016 – January 2017

- Processed invoices, payments, and denials, ensuring accuracy in billing and collections.

- Initiated write-offs, managed accounts receivable, and resolved discrepancies according to guidelines.

Certified Pharmacy Technician

CVS Health - Naples, FL

September 2012 – September 2014

- Filled prescriptions, verified insurance, processed claims, and supported pharmacists and customers.

- Maintained compliance with all regulatory and procedural requirements. Education

Bachelor of Science in Marketing

Philadelphia University

Certifications & Licenses

- Pharmacy Technician License (Current)

Skills

- Office Management

- Real Estate Transactions (MLS, Zipforms, SkySlope)

- Financial Operations

- Customer Service & Relationship Building

- Compliance & Marketing Programs

- Digital Marketing

- Property Management

- Medical Billing & Insurance Verification

- Team Coordination & Leadership

Additional Experience

- Previous roles with Bloomberg and Merrill Lynch in New Jersey, supporting financial advisors and handling call center operations, account openings, research, and customer service.

*References available upon request. *

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