Job Description
This is not your typical client success role.
You'll be the primary point of contact for our clients throughout their property buying journey, from sign-on all the way through to purchase-ready.
You'll manage a portfolio of active clients, keeping them informed, prepared, and supported at every stage.
You'll also work closely with internal team members and external specialists to make sure nothing is missed and every client is set up for success.
Key responsibilities
Manage day-to-day communication with clients via phone and email, acting as their main point of contact
Guide clients through the onboarding process and support returning clients through re-engagement
Prepare and manage client agreements, including follow-up on outstanding documentation
Track and manage client financial documentation, ensuring records are current and accurate at all times
Oversee client readiness for purchase, confirming all financial and structural requirements are met before progressing
Maintain accurate and up-to-date client records in the CRM at all times
Coordinate with brokers, accountants, and other specialists on behalf of clients as needed
Identify and escalated client issues or process gaps to the relevant team member promptly
About you
A minimum of 1-2 years of client-facing administration experience is required
Experience with any CRM system is required to effectively manage and maintain client records
Solid attention to detail and a focus on data accuracy
Confidence communicating with clients by phone and email
The ability to manage competing priorities and meet deadlines
A solutions mindset — you find a way, not an excuse
Australian work rights are required for this position
About us
This is a property investment buyers agency helping Australians build wealth through quality residential investment properties.
We work with investors at every stage; from first-timers through to seasoned buyers and business owners.
We're a high-performance team with a genuine culture, united by a mission to help clients achieve financial freedom through property.
100% remote — work from home
Work that genuinely changes clients' financial futures
Tight-knit team with a strong culture
Real career development in the property investment space
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