Client Service Representative

Responsibilities:

• Serve as the first point of contact for clients, addressing inquiries and providing expert guidance on investment opportunities.
• Build and maintain strong client relationships, ensuring long-term engagement and trust.
• Educate clients on property investment options, helping them make informed financial decisions.
• Provide personalized support, understanding client needs and offering tailored solutions.
• Assist with the client onboarding process, ensuring a seamless and efficient experience.
• Proactively follow up with potential clients, nurturing leads and converting inquiries into successful investments.
• Maintain accurate records of client interactions using CRM tools to track engagement and opportunities.
• Collaborate with sales and marketing teams to align client service efforts with company goals.
• Handle client concerns and complaints professionally, ensuring timely resolution and customer satisfaction.
• Stay updated on industry trends, market conditions, and company offerings to provide accurate and insightful advice.

Requirements:

• Proven experience in client service, sales, or customer relationship management.
• Strong communication and interpersonal skills to engage and influence clients effectively.
• Passion for helping clients make impactful investment decisions.
• Ability to manage multiple client inquiries while providing a high level of service.
• Experience with CRM tools for tracking client interactions and follow-ups.
• Strong problem-solving skills with a client-centric approach to service.
• Ability to work in a fast-paced environment and collaborate with cross-functional teams.
• Prior experience in real estate, financial services, or investment advisory is a plus.