Client Relations Consultant
About The Position
As a Client Relations Consultant, you'll be the first point of contact for clients seeking guidance on our realty, mortgage, and insurance products and services. This fast-paced, people-first role is ideal for someone who thrives on communication, problem-solving, and delivering exceptional client experiences. It's a great opportunity for early-career professionals to build expertise in consumer finance while making a real impact. We'll set you up for success with a comprehensive training program covering hands-on training, in-depth product knowledge, and licensing — along with cross-functional training and clear advancement opportunities across all areas of the business.
Requirements
- Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field preferred
- Excellent communication, time management, and leadership skills
- Strong organizational skills and the ability to juggle multiple deadlines
- A collaborative, team-first mindset
- Possess, or ability to obtain, NMLS license prior to starting in the role
Responsibilities
- Serve as the advisor for clients seeking guidance on realty, mortgage, and insurance products and services
- Communicate clearly and professionally while building rapport with clients
- Assess client needs and provide timely, practical solutions
- Manage multiple client interactions and priorities while maintaining attention to detail
- Deliver a consistently positive, client-first experience at every touchpoint
Benefits
- medical
- dental
- vision
- life insurance
- a 401(k) plan with company match
- paid vacation
- paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
