This role is responsible for managing the client journey from initial contact through to settlement. The focus is on delivering a smooth, well-supported experience by coordinating communication, collecting and validating documents, and ensuring files progress efficiently through the pipeline.
RESPONSIBILITIES:
Client Contact & Appointment Booking
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Contact inbound referrals using a structured approach
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Qualify at a high level and book meetings for brokers
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Act as the first point of contact and set clear expectations
Document Collection & Onboarding
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Guide clients through document requirements
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Collect and organise documents over a 5–7 day period