Client Care - Property Investment Builds

This role assists our clients through the build process of their rental properties. You will guide them through the process and alert them when they are to take action. Some of the duties include:

Monitoring of the Client Care email:

Daily:

? Supporting clients throughout the construction
process, from Unconditional to Keys Handover.
? Updating the Electronic Client Care Board.
? Addressing clients’ build & payment inquiries.
? Checking the Builder’s Portal for build and payment updates.

Monthly:
? Raising Minor Referrals in Xero done every third Monday of each month.

As Required:

? Preparing client referrals for Building
Inspection, Landlord Insurance, Tax
Depreciation
? Chasing Referral Commissions from Auspect,
Insurance Web & Washington Brown.
? Updating Client Care SOPs.
? Getting in touch with broker, client and/ or
builder if issue arises.
? Coordinating with builders for BI Reports and
rectification issues
? Coordinating with Property Manager and
Builder for Keys Handover.
? Sending DNB, DNA emails through
Ontraport to webinar registrants after each webinar.
? Updating the IXE Tracker as required.
? Preparing Property Packs as required.
Monitoring the Info email
? Ontraport Notification from SMS Blast
-Register Client for Webinar if “YES” reply is received.
-Update Ontraport if client wished to Opt
Out from SMS notifications.
? Forwarding to accounts email any
subscription related emails
? Coordinating with Marketing team when
marketing related emails are received e.g.
Ontraport related emails, Lightening Sites