Client Service Manager

Visionary Finance Group is a Brisbane-based team of dedicated mortgage brokers, providing personalised financial solutions for home, car, and personal loans.
Our mission is to help clients turn their property dreams into reality, and we take pride in delivering exceptional service across the city—from Bracken Ridge to Burpengary, to Mt Gravatt, and everywhere in between!
With a close-knit team of 7 brokers and broker support staff, we foster an inclusive environment with a fantastic culture.
The Role: We're on the lookout for an experienced and customer-focused Client Service Manager to join our team at Mt Gravatt.
In this role, you'll be the key point of contact for clients, ensuring their needs are met efficiently and with care.
You'll work alongside our brokers to provide the best financial solutions and help clients navigate their loan journey, from initial inquiry to settlement.
What You'll Do: Be the first point of contact for client inquiries, providing exceptional customer service Assist brokers in preparing loan applications and managing client documents Liaise with lenders, clients, and third parties to ensure a smooth loan process Manage client communications, keeping them updated throughout their journey Maintain accurate records in our CRM system Contribute to our positive team culture and support your colleagues as needed What We Offer: Supportive, inclusive workplace with a focus on work-life balance Opportunities for training and professional development Work-from-home options after the probation period A collaborative team where your contributions are valued A chance to be part of a growing business passionate about making a difference About You: Previous experience in client services, customer support, or a similar role  Strong communication and organisational skills Ability to manage multiple tasks in a fast-paced environment Experience in the finance or mortgage industry is a plus but not essential Tech-savvy with knowledge of CRM systems Positive attitude, team player, and a passion for helping clients achieve their financial goals How