Customer Relationship Manager

7 days ago

Sydney, New South Wales, Australia Uplift Recruitment Full time


Are you a deeply committed relationship builder from the finance space who's capable of assisting customers with a 'customer-centric' ethos? In this role you'll be supporting activities across a variety of financial products whilst also speaking directly with investors and borrowers.

Our client's aim is to establish themselves as the preferred and most reliable partner for SME lending solutions. They are extremely dedicated to excellence, innovation, and their client satisfaction sets them apart in the industry.

The Role:

In this pivotal position, you will play a crucial role in cultivating robust relationships with varied clientele, which includes investors and borrowers. Your contributions will significantly impact organisational growth and assist the organisation to continue to expand their loan portfolio.

About You:

To excel in this role, you should possess:

  • Familiarity with Australian investment alternatives, with a preference for RG146 compliance.
  • Experience in financial services or related sectors, including client relationship management.
  • Proficiency in managing deal processes from initiation to documentation and onboarding new customers.
  • Strong acumen in data input and management and superstar communication skills.
  • Strong written communication skills, self-motivation and drive.

The Perks

As part of their team, you'll enjoy:

  • Generous salary.
  • Flexible work arrangements, allowing for varied days and hours
  • Opportunity for office attendance (minimum 2 days a week)
  • Community engagement initiatives

If you're passionate about contributing to the success of SMEs in Australia and possess the requisite skills and experience across the financial sector in a support role, we urge you to seize this exciting opportunity and APPLY NOW

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