Client Retention Officer

19 hours ago

Fortitude Valley, Australia Get Real Finance Full time

**About the Company**:
Get Real Finance is a boutique mortgage broking firm located in the heart of Fortitude Valley. At Get Real Finance, 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 you peace of mind.

Get Real Finance is 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**

To provide administrative support to the broking and marketing teams, and to provide customer service-oriented support and general administration.

**Tasks & Responsibilities**
- Interacting with clients with professionalism and warmth
- Effective management of client appointment scheduling
- Welcoming clients with a smile and a cuppa
- Ensuring Client meeting rooms are well presented
- Data Entry for Brokers and maintaining accurate data in CRM database
- Supporting the Marketing & Communications Officer with the lead generation and distribution process
- Client Loan Maintenance Tasks such as pricing requests
- Completing Valuation and repricing requests
- Generate and send property reports to clients as required
- Managing client review tasks and schedules
- Organising catering or supporting events as required
- Other General Office Duties: Scanning and filing, reception calls, catering, general office tidy and maintenance.

**The Successful Applicant will**
- **Attention to detail**: have excellent attention to detail and written skills when communicating with others, both internally and externally. Accuracy in data entry.
- **Time management/organisation**: be able to work within set timeframes, and methodically with high volumes, to multi-task and prioritise tasks.
- **Customer service focused**: committed to providing exceptional customer service across all channels - written, phone and face to face.
- **Communication**: the ability to communicate clearly and concisely, varying communication style depending upon the audience.
- **Teamwork**: willingness to assist and support others as required and get on with team members.
- **Professionalism**: 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
- Driver's License
- National Police history and Credit history screening

**Benefits and Perks**
- Opportunity for growth within the business
- Work with an MPA Top 50 Broker
- Award winning office, including Finance Employer of the Year Finalist
- Above award salary
- A management team who actually care about your professional and personal development.

This position is a **full-time **role during office hours **Monday to Friday**.

Please submit both a CV and Cover Letter addressed to the Office Manager. If you have any questions please contact Sunny on 07 3852 5755.

**Salary**: $40,000.00 - $45,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Fortitude Valley, QLD 4006: Reliably commute or planning to relocate before starting work (preferred)

Work Authorisation:

- Australia (required)

  • Client Resolutions Manager

    6 days ago

    Fortitude Valley, Australia Disrupt Digital Full time

    Flexible Work Options | Balance Work and Life | Located in Fortitude Valley - Full time opportunity | Competitive salary + attractive bonus's - Birthday Leave | Professional Development | Rewards & Recognition **About us** At Disrupt Digital, we've been revolutionising digital marketing for over 18 years, establishing ourselves as industry leaders. We are a...

  • Client Services Officer

    10 hours ago

    Fortitude Valley, Queensland, Australia Niche Talent Full time $60,000 - $80,000 per year

    Client Services Officer - Brisbane City Fringe Are you ready to take the next step in your career with an accounting firm that truly values its people? This is an exciting opportunity to join a well-established practice near the Brisbane CBD as a Client Services Officer,where you'll enjoy a supportive culture, clear career progression, and genuine...

  • Client Experience and Success Manager

    4 days ago

    Fortitude Valley, Australia Ezidebit AUS Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....

  • Customer Success Officer

    4 days ago

    Fortitude Valley, Australia Codafication Full time

    **About**Codafication** At Codafication we are pioneering new ways to make the world simpler. We are an award-winning, Fortitude Valley based tech scale-up that provide elegant digital transformation solutions to leading and global brands in Insurance, Construction, Financial Services and more. We are dedicated to helping businesses modernise their...

  • Customer Success Officer

    2 days ago

    Fortitude Valley, Australia Codafication Full time

    **About**Codafication** At Codafication we are pioneering new ways to make the world simpler. We are an award-winning, Fortitude Valley based tech scale-up that provide elegant digital transformation solutions to leading and global brands in Insurance, Construction, Financial Services and more. We are dedicated to helping businesses modernise their...

  • Client Support Specialist

    1 week ago

    Fortitude Valley, Australia Ezidebit AUS Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....

  • Client Support Specialist

    2 weeks ago

    Fortitude Valley, Queensland, Australia Ezidebit Full time $60,000 - $80,000 per year

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....

  • Admin Coordinator, Client Concierge FT

    15 hours ago

    Fortitude Valley, Queensland, Australia Inigo Cosmetic Full time $60,000 - $80,000 per year

    Inigo is in search of a full time Administration Coordinator and Client Concierge with amazing inter-personal skills, a great work-ethic and a passion for the cosmetic industry to join our non-surgical leadership team.At Inigo Cosmetic we are dedicated to providing a bespoke experience for each of our clients, delivering healthy, glowing, beautiful skin and...

  • Customer Service Officer

    16 hours ago

    Fortitude Valley, Queensland, Australia TUH Health Fund Full time $60,000 - $90,000 per year

    About the role In this role, you'll be the first point of contact for our members, delivering outstanding service and support across Teachers Health Group range of health fund products and services. You'll play a key part in creating a seamless experience for our members by providing accurate information, resolving enquiries and supporting membership growth...

  • Office Manager

    4 days ago

    Fortitude Valley, Queensland, Australia Aegis Property Group Full time $60,000 - $90,000 per year

    About UsAegis Property Group is a top tier office leasing firm that operates exclusively in the Brisbane metro area. We are looking for an experienced, driven, and motivated office manager and team assistant to support join our rapidly growing team.The CandidateYou will need to be highly organised and have excellent communication skills.  You will...