Client Support & Loan Administration Specialist

Abundance Financial Services Pty Ltd; Gold Coast City; On-site; AUD 55,000 - 75,000; Full time

Job summary

Abundance Financial Services Pty Ltd in Southport QLD is seeking a Client Support Officer to be a key contact for clients, ensuring they feel supported and informed throughout their journey. You will work with internal teams, manage enquiries and loan processes, and help create a seamless client experience.

Ideal candidates have customer service or administration experience, strong communication and a proactive, organised approach, with a confident telephone manner and a team-oriented attitude.

Qualifications

• Experience in customer service, client relations or administration.
• 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.

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.
• Assisting the team with loan processes and maintaining relationships with lenders, builders and business apartments.
• Identifying opportunities to improve the client experience.

Skills

Customer service

CRM experience

Communication skills

Telephone manners

Organised

Team player

Tools

CRM software

Job description

Abundance Financial Services Pty Ltd in Southport QLD is seeking a Client Support Officer to be a key contact for clients, ensuring they feel supported and informed throughout their journey. You will work with internal teams, manage enquiries and loan processes, and help create a seamless client experience.

Ideal candidates have customer service or administration experience, strong communication and a proactive, organised approach, with a confident telephone manner and a team-oriented attitude.