JOB OVERVIEW As a Client Services Coordinator, you will play a pivotal role in ensuring seamless communication and support between our organisation, stakeholders and our clients.
Your primary responsibility will be to ensure clients are provided with timely updates each month, support the Relationship Managers in their client interactions and provide accurate information to stakeholders in relation to our client's purchases.
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 updatesProven 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.