Client Service Manager
2 weeks ago
Visionary Finance Group is a Brisbane-based team of dedicated mortgage brokers, providing personalized financial solutions for home, car, and personal loans. Our mission is to help clients realize their property dreams and deliver exceptional service across the city.
The RoleWe are seeking an experienced Client Service Manager to join our team at Mt Gravatt. In this role, you will be the primary point of contact for clients, ensuring their needs are met efficiently and with care. You will work alongside our brokers to provide the best financial solutions and support clients throughout their loan journey.
Key Responsibilities- Provide exceptional customer service and be the first point of contact for client inquiries
- Assist brokers in preparing loan applications and managing client documents
- Liaise with lenders, clients, and third parties to ensure a smooth loan process
- Manage client communications and keep them updated throughout their journey
- Maintain accurate records in our CRM system
- A supportive and inclusive workplace with a focus on work-life balance
- Opportunities for training and professional development
- Work-from-home options after the probation period
- A collaborative team where your contributions are valued
- A chance to be part of a growing business passionate about making a difference
- Previous experience in client services, customer support, or a similar role
- Strong communication and organizational skills
- Ability to manage multiple tasks in a fast-paced environment
- Experience in the finance or mortgage industry is a plus but not essential
- Tech-savvy with knowledge of CRM systems
- Positive attitude, team player, and a passion for helping clients achieve their financial goals
If you are passionate about delivering exceptional customer service and making a difference in our clients' lives, we would love to hear from you. Please apply with your resume and a cover letter outlining your relevant experience and qualifications.
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