Client Manager

Client Manager – Mortgage Broking

We’re seeking an organised, customer‑focused Client Manager to support our mortgage broking team and deliver an exceptional client experience from application through to settlement. This is a pivotal role working closely with advisers, lenders and clients to ensure loan applications are handled smoothly, compliantly and efficiently. If you thrive in a fast‑paced financial services environment and enjoy being the central point of connection, we’d love to hear from you.

• Act as the primary point of contact for clients throughout the home loan journey
• Provide clear, timely updates and respond to client queries with professionalism and empathy
• Assist advisers with preparing, submitting and tracking loan applications
• Collect, verify and manage client documentation in line with lender and regulatory requirements
• Liaise with lenders, conveyancers, real estate agents and other stakeholders to ensure smooth approvals and settlements
• Maintain accurate records across CRM systems and broker platforms
• Support compliance checks, file maintenance and audit readiness
• Identify opportunities to improve client service and operational efficiency

• Is highly organised with strong attention to detail
• Communicates clearly and builds rapport with ease
• Manages multiple priorities confidently and independently
• Has a strong customer‑centric mindset and takes pride in quality service
• Values compliance, accuracy and ethical standards
• Enjoys working collaboratively as part of a close‑knit team

• Background or qualification in Finance, Economics, Accounting or a related field (preferred)
• Understanding of home loan products and lending processes
• Experience in mortgage broking, banking or financial services (advantageous but not essential)
• Proficiency in CRM systems and Microsoft Office
• Certificate IV in Finance and Mortgage Broking (desirable, not essential)
• Varied, hands‑on role with real impact on client outcomes
• Supportive team environment with experienced advisers
• Opportunity to grow your career in mortgage broking and financial services
• Based in Hamilton with long‑term career potential

Apply now with your CV and a brief cover letter outlining your interest in the role and why you want to join this fast growing team!