Group Client Services Officer
Core
Oversee client interactions and service delivery post-transaction across property investment, mortgage advice, and buyers advocacy teams to ensure client satisfaction and retention.
Role type
Senior client services officer (property wealth advisory)
Builds
Client onboarding workflows, service ticket resolution, and client portal adoption within a property wealth advisory firm
Domain
Real estate / Property investment / Mortgage advisory
Deliverable
client delivery
Required skills
Client onboarding, CRM management, service ticket coordination, client portal walkthroughs, stakeholder coordination, revenue opportunity identification, administrative scheduling, call management
Preferred skills
Experience in lending, finance, real estate sales, or property investment
Technologies
CRM, Ramsey Portal, Client Concierge inbox
Responsibilities
Onboard new clients using the client onboarding playbook; ensure timely fulfillment of post-transaction service inquiries; manage workflow tasks to protect client retention; handle ad-hoc service-related inquiries via the Ramsey Portal or Client Concierge inbox; onboard clients to the Ramsey Client Portal and provide personal walkthroughs; manage service ticket inquiries and coordinate with internal and external stakeholders; monitor and respond to external client emails related to post-sale items; identify additional revenue/service opportunities and direct clients to the appropriate team; conduct administrative tasks for ongoing service customers; manage and answer overflow inbound calls
Seniority
Mid-level, hands-on IC