Client Relations Specialist - Build Strong Client Partnerships

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

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