Client Communication & Support
⢠Communicate regularly with clients to ensure all milestones are met, including deposits, finance approvals, contract signing, and settlement requirements
⢠Act as the key point of contact for clients throughout the building and settlement process
⢠Assist in preparing clients for settlement and managing expectations around timelines and next steps
⢠Provide a high level of customer service and maintain strong ongoing relationshipContract & Transaction Coordination
⢠Liaise with clientsâ conveyancers to ensure standard Cartesian contract terms and conditions are incorporated where required
⢠Coordinate communication between builders, developers, brokers, conveyancers, and contract administration teams
⢠Track build milestones and provide clients with regular updates regarding construction progress
Ensure all documentation and contracts are managed accurately and efficiently
CRM & Administration
⢠Maintain and update the CRM system with accurate client notes, communication records, and deal progression
⢠Provide administrative support to the advisory team to ensure smooth day-to-day operations
⢠Assist with compliance and document management processes, allowing the sales team to focus on business development and client strategy
Accounts & Referral Coordination
⢠Liaise with the accounts team to ensure referral agreements are completed correctly
⢠Ensure the correct referral fee structure is applied to each transaction
⢠Confirm invoices are issued correctly to brokers and relevant stakeholders following a sale
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