Building Strong Client Relationships

5 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $48,000 - $73,000
About the Role

As a Client Relationship Specialist, you will be the first point of contact for warm leads from various channels. Your role is to understand their investment goals and budget, and explain how our property and finance services can help them achieve their objectives.

Key Responsibilities:
  • Build rapport quickly with clients on the phone and via other communication channels.
  • Understand client needs and preferences, and match them with our suitable solutions.
  • Explain complex property and finance concepts in simple language, ensuring clear understanding among clients.
  • Capture relevant information and follow up with clients as needed.
  • Guide unqualified leads on next steps to become investment-ready.
  • Maintain accurate records of client interactions and follow-ups.
What You'll Need

To excel in this role, you should have:

  • At least 2 years of experience in B2C appointment setting, sales support, or similar roles.
  • Strong communication skills, with the ability to build rapport quickly.
  • Organizational skills to manage multiple tasks and deadlines.
  • Curiosity about property and willingness to learn.
  • Proficiency in using Mac, CRM, email, SMS, and live chat systems.
Benefits

Working with us offers numerous benefits, including:

  • Warm, pre-qualified leads.
  • No cold calling and achievable incentive targets.
  • Clear training and onboarding process, backed by a supportive team.
  • Employee Assistance Program and regular team celebrations.
  • Professional work environment and flexible work options.
Why Work With Us

We value people over process, culture over ego, and growth over gimmicks. Our team is passionate about helping clients achieve their investment goals, and we're looking for like-minded individuals to join us.

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