Client-Facing Bookkeeper – Flexible Hours & Growth

Moanna Yates; Gold Coast City; Hybrid; AUD 48,000 - 59,000; Full time

Job summary

Certainty Wealth on the Gold Coast is seeking a Client Relations Representative who loves helping people and delivering exceptional customer service. You will be the key contact for clients, ensuring they feel supported, informed and valued throughout their journey.

You will work closely with internal teams, manage enquiries, maintain accurate client records in the CRM, and identify opportunities to improve the client experience while upholding the friendly, proactive, and professional culture

Qualifications

• Experience in customer service or client relations.
• Strong communication and telephone manner.
• Well-organised with attention to detail.
• Able to manage competing priorities.

Responsibilities

• Building and maintaining strong client relationships.
• Responding to client enquiries and providing exceptional customer service.
• 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.

Skills

People skills

Communication

Organisational skills

Proactiveness

Tech savvy

Job description

Client Relations Representative

Gold Coast 62 Monash Road Pty

Want to help Aussie families build a better financial future whilst working in a FUN, professional and supportive team?

We are looking for a motivated and enthusiastic Client Relations Representative who loves helping people and delivering exceptional customer service!

Our vibrant family business, Certainty Wealth, has grown significantly over the past 16 years and now operates on a national scale. We’re proud to help hardworking Aussie families build wealth through property investment. We love the team we’ve built and take pride in our work hard, play hard culture, regular social events and celebrating our wins together!

About the Role:

As our Client Relations Representative, you’ll be a key point of contact for our clients, ensuring they feel supported, informed and valued throughout their journey with Certainty Wealth.

Working closely with our internal teams, you’ll build strong client relationships, manage enquiries and ensure a seamless client experience.

Key Responsibilities:

• Building and maintaining strong client relationships.
• Responding to client enquiries and providing exceptional customer service.
• 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.

About You:

• A natural people person who loves building relationships.
• Excellent communication skills and a confident telephone manner.
• A positive attitude and strong work ethic.
• Highly organised with great attention to detail.
• Proactive, motivated and able to manage competing priorities.
• Confident using computer systems and learning new processes.
• A team player who takes ownership and gets things done.