Client Relations Representative
Core
Key point of contact for clients, ensuring they feel supported, informed, and valued throughout their journey with Certainty Wealth.
Role type
Client Relations Representative
Builds
Client relationships and seamless client experience for property investment families
Domain
Property investment / Financial services
Deliverable
client delivery
Required skills
client relationship management, customer service, enquiry handling, CRM system management, record keeping, proactive follow-up, internal team collaboration
Preferred skills
property or finance experience, excellent communication skills, confident telephone manner, highly organized, attention to detail, computer literacy
Responsibilities
Building and maintaining strong client relationships, responding to client enquiries, proactively following up on outstanding client matters, working with internal teams to ensure a smooth client experience, maintaining accurate client records and updating CRM systems, identifying opportunities to improve the client experience