Client Success Officer

Posted 21 June 2022
Salary$50000 - $80000 per annum
Job type Permanent
DisciplineBusiness Support

Job description

  • Excellent opportunity  Client Success Officer role
  • Opportunity to work with a pool of brokers and intermediaries
  • Knowledge of home lending and/or the real estate industry is advantageous

Client details

The business has been providing bonds to home purchasers for over 30 years, during their time they have assisted over one million buyers and sellers in property sale transactions.  


This is a fantastic opportunity for a new graduate or someone with a few years work experience to come on board as a Client Success Officer, to learn about the property industry, help customers buy their dream homes and assist in s digital transformation project, potential career progression to a client success role, or a business development role.

Key duties include;

  • Facilitate customers and distribution partners to be successful in their journeys to exchange contracts and purchase their dream properties;
  • Receive incoming phone or email enquiries and applications, process and assess applications for final approval by the COO;
  • Engage with the Business Development Managers to develop and communicate solutions to clients;
  • Update CRM;
  • Work with the team to optimise our customer’s experience;
  • Assist with other tasks in the course of delivering excellent client service;
  • Assist with client acquisition as the digital channel grows;
  • Assist with project work to grow the business;
  • And get a head start into the corporate world.

  • A passionate and energetic approach is required
  • Naturally helpful
  • Outstanding presentation skills
  • Previous experience of working with the financial services or real estate industry would be preferred 
  • Reliable, self-managed, strong team ethic and able to meet tight deadlines;
  • Advanced computer skills (at least Word, Excel and PowerPoint);
  • Able to work autonomously;
  • Excellent stakeholder management;
  • Solutions focused;

Remuneration and location

CBD based when not meeting clients, some flexibility around remote working
A competitive salary 
Training provided 

To be considered for this fantastic opportunity, apply immediately or email Tamsin Clark -