Property Finance Client Success Specialist

St Trinity Property Group; New South Wales; Vor Ort; Vollzeit

Benefits dieser Stelle

Property support benefit

Culture that rewards growth

Career advancement opportunities

Zusammenfassung

A dynamic property investment firm in Australia seeks a Customer Success Specialist to support clients through their property investment journey. You will manage deal progression, prepare critical documents, and ensure a seamless experience for clients. Ideal candidates thrive in fast-paced settings, have a background in property finance, and possess excellent communication skills. This role offers a supportive culture and clear pathways for career advancement within the company.

Qualifikationen

• Experience in property or mortgage broking support.
• Thrives in fast-paced environments.
• Proactive and detail-oriented.

Aufgaben

• Guide clients through the property investment journey.
• Manage deal progression and coordinate with various stakeholders.
• Prepare documentation and maintain CRM records.

Kenntnisse

Property finance knowledge

Client communication

Proactive problem solving

Attention to detail

Jobbeschreibung

Customer Success – Property / Property Finance

North Strathfield, Australia | Posted on 01/24/2026

Join Liviti and Help Shape Australia’s Next Generation of Property Investors

If you love supporting clients, solving problems, and being part of a fast-moving property team, this is your chance to level up your career.

At Liviti, we’re transforming how everyday Australians enter property investment. As our Customer Success Specialist, you’ll be the heartbeat of the client journey, guiding them from first commitment to contract and beyond, making sure they feel informed, supported, and excited every step of the way.

You won’t just answer questions. You’ll build trust, create confidence, and help clients take one of the biggest steps of their financial lives.

What You’ll Own

A Seamless Client Journey

Be the friendly, reliable point of contact clients depend on.
Guide them through key milestones, provide updates, and make the process feel effortless.
Support property presentations and client-facing touchpoints with clarity and care.

Smooth Deal Progression

Keep deals moving by managing deadlines, follow-ups, and milestone completions.
Coordinate with solicitors, builders, developers, and internal teams to keep everything on track.
Track deposits, amendments, payments, and contract status with accuracy.

Documentation and Contract Support

Prepare property packs, contracts, and re-sale documents.
Maintain meticulous CRM and database entries.
Ensure every file is complete, compliant, and ready for audit.

Team Enablement

Support the sales team with the materials, updates, and information they need to shine.
Assist with administrative tasks that help the entire operation run smoothly.

What Makes You a Fit

Experience in property, property finance, mortgage broking support, settlements, or similar.
You thrive in fast-paced environments and enjoy managing multiple moving parts.
You are proactive, detail-focused, and always thinking ahead.
Communication is your superpower, both clear and reassuring.

Why You’ll Love It Here

Property support benefit, including guidance to purchase your own property within 12 months.
A culture that rewards commitment, initiative, and growth.
Real pathways for career advancement inside a respected, forward-thinking property group.
A team that celebrates wins and supports each other.

Let’s Build the Future of Property Together

If you’re driven by meaningful client outcomes, enjoy being the go-to person who gets things done, and want to grow in the property or finance space, this role is for you.

Apply today and help our clients take the leap into property with confidence.