Relationship Focused Client Care Specialist

3 days ago

Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $110,000
Job Title: Client Services Manager

Our organization seeks a seasoned professional to champion exceptional client care beyond the transaction. This is a relationship-focused role where your mission is to retain and nurture existing clients through thoughtful follow-up, proactive solutions, and exceptional service.

">Key Responsibilities:
  • Annual Client Reviews - Review clients' loan(s), request rate discounts from lenders, and ensure their setup still suits their needs.
  • Fixed/Interest-Only Expiry Check-Ins - Contact clients 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.
  • You anticipate problems and solve them before the client even needs to ask.
  • The 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 who knows how to listen, connect, and communicate with warmth and clarity.
  • Highly organized and able to manage workflows and follow-ups effectively.
  • A natural problem solver who spots issues, finds answers, and resolves problems without escalating everything.
  • Accountable and responsive to client emails and calls in a timely manner.
  • Team-oriented and committed to representing our brand with pride.
Why Join Our Organization:
  • Wellbeing First - Wellness days annually + birthday off after probation.
  • Continuous Development - Annual team conference, ongoing training, and personal development plans.
  • Career Progression - Clear pathways to move into Credit/Parabroker roles for high achievers.
  • Recognition - Open to performance bonuses and early reviews for outstanding professionals.

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