AddressNero Financial is a fast-growing commercial brokerage dedicated to assisting business clients right across Australia with their financing needs. Our broker team, including 9x brokers and 2x support staff, work across our offices in Melbourne and the Gold Coast. We’re a dynamic, young team with big ambitions. We love a little competitive banter, supporting each other to achieve and celebrating our successes.
Role Overview
We are seeking a diligent and highly organised Account Manager to join our Gold Coast team on a full-time basis. The primary responsibility of this role is to proactively nurture ongoing relationships with our won clients; facilitating subsequent deals, cross-promoting our full range of services and referring clients where needed to professionals within the Nero network. The ideal candidate will possess exceptional people-skills, have experience in phone-based roles and excel in a fast-paced environment. Experience working in a Commercial Finance brokerage (or similar) is preferred, but not essential.
Key Responsibilities:
- Client Communication: Serve as the primary or secondary (to the broker) point of contact for clients post-settlement.
- Administration and CRM management: Maintain organised records of all client interactions, documentation and identified opportunities.
- Follow-Up: Proactively follow up with timely interactions to leverage identified opportunities, build rapport and check-in with clients.
- Collaboration: Work closely with our brokers to best serve our customer database and maintain a healthy pipeline of opportunities.
- Client Support: Assist clients with any administrative queries or concerns they may have, offering guidance and support as needed.
Qualifications and Skills:
- Strong administrative skills with a keen attention to detail.
- Excellent communication skills, both verbal and written.
- Exceptional relationship-building skills, with previous experience in a phone-based role
- Ability to multitask and prioritise tasks effectively in a fast-paced environment
- Proficiency in Microsoft Office suite (Word, Excel, Outlook).
- Proactive and tenacious attitude with a passion for delivering exceptional customer service.
Benefits
- Base + commission for maximum earning potential
- All training provided
- Full-time role with flexible hours
- Based in our Gold Coast office
If you believe you have the skills and experience required for this role, please submit your resume and a cover letter outlining your suitability for the position. Alternatively, reach out to David on 0431 886 *** for a confidential discussion.
