Client Experience Specialist

Hallmark Finance Ltd.; Gold Coast City; On-site; AUD 60,000 - 75,000; Full time

Job summary

Certainty Wealth is hiring a Client Relations Representative on the Gold Coast to support Aussie families in building a better financial future. You will be a key contact, ensuring clients feel informed, supported and valued throughout their journey, while coordinating with internal teams for a seamless experience.

Your role focuses on building relationships, handling enquiries with care, and proactively following up on outstanding matters.

Qualifications

• Experience in customer service, client relations or administration.
• Experience in property or finance is a bonus.
• Great attitude, positive work ethic and teamwork.

Responsibilities

• Build and maintain strong client relationships.
• Respond to client enquiries and provide exceptional service.
• Proactively follow up on outstanding client matters.
• Collaborate with internal teams for a smooth client experience.
• Maintain accurate client records and update CRM systems.
• Identify opportunities to improve the client experience.

Skills

People person

Excellent communication

Positive attitude

Organised

Proactive

Job description

Certainty Wealth is hiring a Client Relations Representative on the Gold Coast to support Aussie families in building a better financial future. You will be a key contact, ensuring clients feel informed, supported and valued throughout their journey, while coordinating with internal teams for a seamless experience.

Your role focuses on building relationships, handling enquiries with care, and proactively following up on outstanding matters.