Key skills
Communication
About this role
Role Overview
- Act as the first point of contact for clients by responding to phone calls, emails, and messages on our platform
- Monitor client communications by proactively reviewing their messages to identify and address any requests requiring immediate follow-up
- Deliver high-quality customer service by identifying client needs throughout the process, with an empathetic approach
- Facilitate external communications by serving as an intermediary via phone, email, or mail with notaries, lawyers, tax accountants, government authorities, and financial institutions
- Prepare documents such as letters and other correspondence addressed to clients and other external parties
- Manage and maintain client file administration
- Perform administrative tasks such as scanning, mailing, coordinating couriers, drafting correspondence, and other related duties as needed
- Sort documents and prepare reports containing client data intended for external parties
- Collaborate with other departments to find solutions to client issues and to continue developing ClearEstate
Requirements
- A champion of the customer experience who fosters and develops a transparent relationship with clients through consistent and timely communication
- Self-directed and passionate about taking initiative to resolve and correct customer issues
- Able to build and nurture relationships with clients and cross-functional teams
- Adaptable and thrives in a fast-paced environment
- Team player with a collaborative mindset
- Technologically proficient
- Empathetic with a genuine desire to help people
- Bilingual
Benefits
- A transparent total compensation package, including fully funded benefits and insurance plans
- Support for work–life balance, with 4 weeks of vacation and 6 flexible days
- Virtual and in-person team-building activities
- A welcoming work environment where diversity and inclusion are core priorities