Client Onboarding Specialist

4 days ago

Makati City, National Capital Region, Philippines beBeeCoordinator Full time ₱600,000 - ₱1,000,000
About Our Team

We are seeking a detail-oriented and passionate professional to support home buyers in their journey by managing the customer agreement process and ensuring a smooth transition onto our platform.

The key role of this position is to provide administrative support to Buyer's Agents and clients at the beginning of their property buying journey. This requires managing all operational tasks related to onboarding new clients, ensuring a seamless and professional experience from the very start.

Key responsibilities include:

  • Manage customer agreements, ensuring all required details are accurate and properly documented.
  • Guide clients through the onboarding process, assisting them in agreeing to engage a buyer's agent for their home purchase.
  • Accurately enter and maintain client information in our system, ensuring records are up to date and compliant.
  • Verify the completeness and accuracy of client documents, following up on missing or incorrect details.
  • Coordinate with internal teams, including buyer's agents and operations, to facilitate a seamless onboarding experience.
  • Provide clear communication to clients regarding next steps, key timelines, and any required actions.
  • Respond to client inquiries and provide support on any onboarding-related questions.
  • Identify and escalate any potential issues or delays in the onboarding process.
  • Assist with reporting and tracking onboarding metrics to improve efficiency and client satisfaction.
  • Maintain compliance with industry regulations related to client agreements and onboarding.

This is an opportunity to shape the future of a fast-growing company that's transforming the homeownership journey.

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