Customer Success Liaison
7 days ago
About BC Invest
We offer a comprehensive range of personal and financial services, including mortgage lending and asset management.
Our specialist team provides expert advice and support to clients throughout their mortgage journey.
The Customer Success Liaison Role:
You will play a key role in delivering exceptional customer service, responding to inquiries, and resolving issues promptly.
Your Key Responsibilities:
- Communicate with clients and stakeholders to resolve queries and concerns
- Collaborate with mortgage advisors and sales team to provide seamless support
- Maintain accurate records of client interactions and loan progress
- Provide excellent customer service and respond promptly to inquiries
- Assist with scheduling appointments and managing calendars
- Stay up-to-date on industry regulations and lending policies
- Collaborate with internal departments to improve efficiency and effectiveness
Requirements:
- Proven experience in a customer-facing role or financial services industry
- Excellent communication and interpersonal skills
- Strong problem-solving and analytical skills
- Ability to work effectively in a team and prioritize tasks
- Proficiency in MS Office suite and other relevant software
- A customer-focused approach and willingness to go above and beyond
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