Customer Relationship Specialist

6 months ago

Courtenay, Canada Mackenzie Gartside & Associates - Select Mortgage Full time

As our Client Relationship Specialist, you’ll be a key player in our organization, responsible for cultivating love and appreciation with every interaction. You will focus on generating new business and referrals from our existing databases and social media platforms, looking for opportunities to leave a positive and lasting impression, ensuring a squeaky-clean database, and foster meaningful connections.

To be successfull in this position, you will embody a customer-centric mindset and be committed to creating memorable and positive experiences for our clients at every touchpoint.

**SKILLS & ATTRIBUTES**
- **Pleasant Outgoing Personality**: A warm and engaging demeanor that shines through in person, over the phone, and on social media.
- **Strong Interpersonal Skills**: A pleasant and outgoing personality with the ability to build and nurture positive relationships with clients, colleagues, and partners.
- **Detail-Oriented and Organized**: A meticulous approach to tasks, ensuring all interactions are meaningful and contribute to a positive client experience.
- **Social Media Savvy**: Comfortable using social media platforms for networking, engagement, and relationship building in order to identify opportunities for positive interactions and support.
- **Creativity**: A creative mindset to come up with unique and memorable ways to surprise and delight clients, whether through events, gestures, or personalized interactions.
- **Team Collaboration**: you often work closely with other team members, so the ability to collaborate and support colleagues, particularly in realtor and referral partner management, is crucial.
- **Adaptability**: The capacity to adapt to changing situations and client needs, ensuring a responsive and flexible approach to delivering exceptional customer experiences.
- **Positive Attitude**: A positive and enthusiastic attitude that inspires and motivates both clients and colleagues, contributing to a positive work culture.

**COMPENSATION**

Competitive compensation, designed to discourage turnover, with a bonus component tied to the generation of new business and leads.

**KEY TASKS**
- **Proactive Database Management**_
- Call every person in the database twice a year, leaving uplifting messages when no one answers.
- Ensure the database is squeaky-clean by updating and verifying contact details.
- **Social Media Engagement**_
- Regularly patrol social media for opportunities to support and make positive connections.
- Avoid generic likes and provide meaningful comments of support.
- Connect with individuals in the database on social media to strengthen connections.
- **Realtor and Referral Partner Management**_
- Send thoughtful gestures such as coffee cards or movie passes when a referral is made.
- Follow and actively support realtors and partners on social media.
- **Revitalize Cold and On-Hold Files**_
- Regularly call individuals in the Cold and On-Hold files to maintain communication and rekindle interest.
- **Celebration Coordination**_
- Set up and celebrate monthly birthday lunches, anniversaries, and office events.
- Ensure events are well-organized and contribute to a positive team culture.

**EXPERIENCE**
- **Experience in Customer Relations or Sales**: Previous experience in customer relations, sales, or a clientfacing role is beneficial. This could include experience in industries such as real estate, finance, or customer service.
- **Marketing and Social Media Knowledge**: Familiarity with marketing principles and a good understanding of social media platforms to effectively engage with clients and build an online presence is beneficial.

As our Client Relationship Specialist, you will be crucial in shaping the communities’ perception of our organization, building lasting relationships, driving new and repeat business and fostering a culture of positive appreciation within and beyond our network.

**Job Types**: Full-time, Permanent

**Salary**: $24.00-$26.00 per hour

Expected hours: 35 - 40 per week

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Courtenay, BC: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (required)

**Experience**:

- Customer service: 2 years (preferred)
- Sales or Marketng: 2 years (preferred)

**Language**:

- English fluently (required)

Work Location: In person

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