Beverly Loan Company by Luxury Asset Capital, the premier collateral lending institution in the United States, is seeking an intelligent, self-motivated, resourceful, and detail-oriented individual to serve as a *Client Liaison* at its prestigious Beverly Hills location.
This role will be reporting to the Senior Director, Head of BH Office.
The Client Liaison is primarily responsible for providing white glove service to our clients; maintaining professional relationships with clients to enhance their overall experience as you greet them with a warm welcome and guide them in managing their collateral loan accounts.
Previous financial experience is unnecessary.
Company provides hands-on job training for collateral loan responsibilities.
*Responsibilities include, but are not limited to:*
* Ownership of Client Management process related to all clients from Beverly, including daily reconciliations between bank accounts and our point-of-sale system, sending certified mailings, reaching out to delinquent clients, and accurate record keeping, facilitating next step decisions.
* Collaborating with internal departments to reconcile any accounting discrepancies.
* Answer incoming calls and emails to assist with customer needs:
* o Schedulingappointments.
o Answer questions and requests concerning customer accounts.
oDocument pertinent information into our CRM systems, including Salesforce.
* Coordinate various office support services, including communications with building management, supervising purchasing processes, and selecting vendors.
* Manage store cash balance, including register reconciliation and deposits.
* Creating and maintaining a warm and inviting environment while managing on-site operations,including ordering supplies, office equipment, filing, shredding, and general office tasks.
* Ad-hoc responsibilities as needed.
* *Qualifications:*
* College degree preferred.
* At least two years of related client service experience and/or training; or equivalent combinationof education and experience.
* Working knowledge of Microsoft Office Suite and G-Suite required.
* Salesforce, DocuSign, HubSpot, & Bravo experience a plus.
Training will be provided.
* Superior customer service and communication skills.
* Exceptional attention to detail, great analytical, problem-solving, and time-management skills.
* Strong team player and “can do” attitude with a proactive mind set and ability to thrive and growin a fast-paced environment.
* May be required to reach, stoop, kneel, bend, crouch, and lift-up to 20 pounds.
As a team member at Luxury Asset Capital, you’ll experience an invigorating company culture, along with numerous top-notch benefits and perks!
* Collaborative team culture.
* High tier Health, Dental, & Vision Insurance; 100% employee premium covered for Group Plan.
* 401K 6% Matching Plan.
* Open PTO Policy in accordance with company policies and procedures.
* Monthly cell phone stipend.
* Paid Parking.
* Career development: Entry-level employees have opportunities to train on the job.
* Additional company perks throughout the year.
Join us in our unparalleled commitment to customer service and client confidentiality.
Luxury Asset CapitalTM is a trailblazer in alternative financing, facilitating over $450,000,000 in loans funded since inception.
Our private offices are staffed with client relations experts who provide the utmost discretion and professionalism.
We revolutionize the luxury lending business!
Job Type: Full-time
Pay: $22.
00 - $26.
00 per hour
Expected hours: 40 per week
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Schedule:
* Day shift
* Monday to Friday
Experience:
* jewelry: 1 year (Preferred)
Work Location: In person
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