Ideal Client Experience Representative

3 days ago

Manila, National Capital Region, Philippines beBeeClientExperience Full time ₱720,000 - ₱1,080,000

We are seeking a Client Experience Specialist to enhance our front-end client service capabilities and deliver exceptional customer experiences.

Key Responsibilities:
  • Client Relationship Management: Systematic post-settlement follow-up, Annual client reviews and rate comparisons, Proactive client satisfaction monitoring, Generate referrals through strategic outreach
  • Partner Communication: Update referral partners on client progress, Maintain partner relationships through systematic communication, Coordinate with partners throughout client journey, Ensure partners stay informed at key milestones
  • Revenue Optimization: Process pricing requests from existing clients, Identify repricing opportunities, Handle Marketplace commercial referrals, Track pricing submissions with lenders
  • Data & Systems Management: Maintain comprehensive CRM records, Update settlement records within 24 hours, Ensure Broker Engine and CRM alignment, Create folder structures
  • Customer Support: Process and track requests to customers, Complete Mystro information via phone when required, Provide call support to Debt Advisers, Maintain frictionless customer experience

Required Skills and Qualifications:

Communication Excellence: Fluent English - Professional business level written and verbal, Phone confidence - Comfortable collecting sensitive financial data, Client assistance mindset - Focus on frictionless customer experience, First impression excellence - Setting right tone from initial contact, Stakeholder communication - Professional interaction across all levels

Technical Proficiency:

Advanced CRM/HubSpot Experience - Data management, reporting, workflows, Broker Engine experience - Funding positions and loan structuring, Excel expertise - Complex calculations and financial modeling, Multi-platform data integrity - Consistent records across systems, Document management - OneDrive and electronic systems

Financial Services Knowledge:

Mortgage/banking understanding - Loan products, rates, refinancing, Confidential data handling - Collecting sensitive information over phone, Numerical accuracy - Error-free financial data management, Process adherence - Following complex procedures consistently

Personal Attributes:

Client assistance mindset - Natural inclination to help and simplify, Exceptional attention to detail - Meticulous accuracy in all work, High autonomy - Independent operation with quality standards, Proactive problem-solving - Anticipating needs, removing friction, Follow-up excellence - Systematic approach ensuring nothing missed

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