
Senior Client Liaison Professional
3 days ago
Client Care Specialist
">The primary objective of this role is to deliver exceptional client service and foster lasting relationships with our valued clients. This position involves championing client care beyond the transaction, ensuring they feel supported, informed, and valued long after settlement.
">- Key Responsibilities:">
- Annual Client Reviews: Review existing clients' loan(s), request rate discounts from lenders, and ensure their setup still suits their needs.">
- Fixed/Interest-Only Expiry Check-Ins: Contact clients approximately 90 days before their loan terms expire to guide them through next steps.">
- General Post-Settlement Support: Assist with construction loan progress payments, offset account queries, interest calculation questions, and general support needs.">
What Success Looks Like:
">Clients feel cared for and supported - so much so that they stay with us and refer others.
">You anticipate problems and solve them before the client even needs to ask.
">Our team and clients describe you as proactive, reliable, and a true embodiment of our values.
">Ideal Candidate:
">This is not a transactional role. It's about building trust, rapport, and genuine client loyalty.
">You are a people person on the phone – You know how to listen, connect, and communicate with warmth and clarity.
">A highly organised individual who doesn't need reminders to follow up. You use lists, workflows, and systems to stay on top of things.
">A natural problem solver who spots issues, finds answers, and resolves problems without needing to escalate everything.
">Accountable – You respond to client emails and calls promptly, and you keep people in the loop even when there's no news.
">Team-oriented – You live our values, care about your colleagues, and represent our brand with pride.
">Why Join Our Team:
">We offer a supportive culture where you'll be joining a team that genuinely cares about our clients and each other.
">Benefits:
">We prioritise wellbeing, offering 4 wellness days annually + your birthday off (after probation).
">We invest in continuous development, providing annual team conferences, ongoing training, and personal development plans.
">We provide clear pathways for career progression into Credit/Parabroker roles for those who show initiative and aptitude.
">We recognise high achievers with performance bonuses and early reviews.
"]},-
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