Client Liaison Officer

2 weeks ago

Southport, Australia Swordfish Prime Services Full time

Swordfish Prime Services provides assistance to Australians across the country with retirement, investment property, mortgage reduction and tax minimization strategies.

With our Customer Care side of the business continuing to grow, an available position for a Client Liaison Manager within the construction and property investment area of the business at Swordfish Prime Services Head Office.

Position Description:
As the Client Liaison Manager for Swordfish Prime Services, you will be responsible for managing a large portfolio of clients. You will liaise directly with clients from the post contract phases of pre-construction, construction, pre settlement and settlement.

You will also be required to assist in the administration duties including the following-up of contracts and other legal documents, confirming appointments and directing in-bound enquiries as required.

Key Tasks:

- Manage a large client portfolio from contract signing, through to settlement
- Liaise with builders, developers, and consultants to obtain updates as it pertains to each client’s file
- Liaise with developers, builders, solicitors, finance brokers, financial planners etc, on a regular basis
- Provide clients with all relevant documentation relating to their file eg: deposit receipts, trust receipts, itinerary’s, appointment details etc
- Manage the construction process between the client and builder eg: providing the build permit, progress claims & receipts, contract variations etc
- Outbound calls to facilitate annual client reviews, this will include obtaining up to date financial information. For both current and post settled clients in the data base
- Address all client queries before and throughout construction including actioning items as required
- Assist with coordinating final inspections and handover, between client and leasing agencies
- Maintain and further develop internal processes and ensure relevant documentation and data base is always kept up to date
- Responsible for managing the phone overflow and attending to client calls

Job Requirements:

- Experience in a similar role within the construction and finance industry for a minimum of five years
- Knowledge of the property market
- High level of attention to detail
- Ability to work under pressure and autonomously
- Professional attitude at all times
- Ability to listen carefully, follow direction as well as take initiative in executing tasks
- Ability to prioritize and manage your day efficiently
- Minimum of 5 years+ experience in a similar role

You will be required to work in the head office from Monday - Friday 9am - 5pm, with some flexibility.

Swordfish Prime Services is centrally located in Southport, in our state-of-the-art office, next to public transport.

We are looking for someone enthusiastic that will complement our positive and outgoing team.

Salary will be dependent on experience and is negotiable.

**Salary**: $57,079.53 - $114,599.27 per year

Schedule:

- 8 hour shift

Supplemental pay types:

- Commission
- Performance bonus

Ability to commute/relocate:

- Southport, QLD 4215: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

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