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Client Services Coordinator (ALC0002)

As a Client Services Coordinator, you will play a pivotal role in ensuring seamless communication and support between our organisation, stakeholders and our clients.

DUTIES AND RESPONSIBILITIES

  • Inbox Management: Delegating and sorting emails for the Relationship Managers to effectively action
  • Monthly title updates: Collect monthly updates on registration from developers and builders and provide updates to clients each month with oversight from the Relationship Managers
  • Valuation access: Request valuation access details from stakeholders and update Salesforce and brokers with the information to assist in the finance application process
  • Fortnightly & Monthly construction updates: Collect monthly updates on construction from builders and provide updates to clients each month with oversight from the Relationship Managers
  • Relationship Manager support: Assist and provide support to Relationship Managers on an adhoc basis

DAILY PLAN

  • Morning meeting with Client Services Team to outline the priorities for the day ahead and any roadblocks from the day before
  • Delegate and assign activities to RMs from the shared inbox
  • Send requests for valuation, title and construction updates
  • Draft and get approval for sending title and construction updates
  • Proven work experience as a Client Service Coordinator or a similar role.
  • Exceptional customer service skills.
  • Ability to multitask and manage time effectively.
  • Strong problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Good understanding of project management principles.
  • Proficiency in MS Office and customer service software.
  • Bachelor’s degree in business administration or a related field.

QUALIFICATIONS

  • Proven work experience as a Client Service Coordinator or a similar role.
  • Exceptional customer service skills.
  • Ability to multitask and manage time effectively.
  • Strong problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Good understanding of project management principles.
  • Proficiency in MS Office and customer service software.
  • Bachelor’s degree in business administration or a related field.