Client Relations Specialist

1 week ago

Brisbane, Queensland, Australia beBeeCustomer Full time $40,000 - $45,000

About Our Opportunity:

At our mortgage broking firm, we strive for excellence in all that we do and look forward to helping clients reach their finance goals. We believe that loan products should be easy to understand, easy to access and allow peace of mind.

We are looking for a highly motivated Client Retention Officer who will provide high-level administrative support to our marketing and brokerage teams. The successful applicant will deliver exceptional customer service from the first point of contact, to appointments, as well as undertaking administrative tasks that support the ongoing servicing of our clients' financial goals.

Key Role Description

The role involves providing administrative support to the broking and marketing teams, and providing customer service-oriented support and general administration.

Responsibilities:

  • Interacting with clients with professionalism and warmth.
  • Effective management of client appointment scheduling.
  • Data Entry for Brokers and maintaining accurate data in CRM database.
  • SUPPORTING THE MARKETING & COMMUNICATIONS OFFICER WITH THE LEAD GENERATION AND DISTRIBUTION PROCESS.
  • Completing valuation and repricing requests.
  • Generating and sending property reports to clients as required.
  • Managing client review tasks and schedules.
  • Organising catering or supporting events as required.

The Successful Applicant Will:

  • HAVE EXCELLENT ATTENTION TO DETAIL AND WRITTEN SKILLS WHEN COMMUNICATING WITH OTHERS.
  • BE ABLE TO WORK WITHIN SET TIMEFRAMES, AND METHODICALLY WITH HIGH VOLUMES, TO MULTI-TASK AND PRIORITISE TASKS.
  • BE COMMITTED TO PROVIDING EXCEPTIONAL CUSTOMER SERVICE ACROSS ALL CHANNELS.
  • BE WILLING TO ASSIST AND SUPPORT OTHERS AS REQUIRED AND GET ON WITH TEAM MEMBERS.
  • HAVE A PROFESSIONAL OUTLOOK AND POSITIVE APPROACH TO CHANGE.

Experience, Skills and Requirements

Previous experience in a similar role will be highly regarded but not essential. Experience in Mercury CRM Database will be advantageous but not essential. Intermediate computer skills are required.

What We Offer:

A dynamic work environment where you can grow and develop your skills. Opportunities for professional growth and development. Competitive remuneration package.

How to Apply:

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, please submit your application today.

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