Client Experience Specialist (00600254)

​​Looking for Filipino (Philippinesbased) candidates

Job Role : Client Experience Specialist

Engagement Type : EOR (Employee of Record)

Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM 5 PM, Monday to Friday Philippines Time)

Salary range : 1600AUD 2200 AUD Monthly

Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be hired by the client as a fulltime employee with an expectation of exclusivity (not working for other companies). We are not an outsourcing agency. All of our roles are 100% remote so youll be able to work from home

Who The Client Is:

Is a premium debt advisory firm specializing in strategic financial solutions for professional service firms and their highvalue clients. Operating under our Expect More philosophy, we deliver comprehensive debt structuring and advisory services that go far beyond traditional transactional lending. As a rapidly scaling firm managing $216M+ in annual settlements and targeting $500M+, we combine sophisticated financial expertise with systematic processes to create exceptional client outcomes.

Role Overview:

We are seeking a highly trusted and autonomous Client Experience Specialist to enhance our frontend client service capabilities and deliver exceptional, frictionless customer experiences. Youll be instrumental in setting the right tone from the very first client interaction approaching every customer touchpoint with a mindset of assistance and support to make their experience as smooth and effortless as possible. This role will systematically manage all postsettlement client relationships, pricing requests, and commercial referrals while reducing reliance on directorlevel involvement, allowing our leadership team to focus on strategic growth initiatives. This is an exciting opportunity to elevate our client experience standards and play a key role in scaling our premium service delivery model.

Key Responsibilities:

Client Relationship Management

• Systematic postsettlement followup
• Annual client reviews and rate comparisons
• Proactive client satisfaction monitoring
• Generate referrals through strategic outreach

• Partner Communication

  • Update referral partners on client progress
  • Maintain partner relationships through systematic communication
  • Coordinate with partners throughout client journey
  • Ensure partners stay informed at key milestones

  • Revenue Optimization

    ● Process pricing requests from existing clients

    ● Identify repricing opportunities

    ● Handle Marketplace commercial referrals

    ● Track pricing submissions with lenders

    Data & Systems Management

    ● Maintain comprehensive HubSpot CRM records

    ● Update settlement records within 24 hours

    ● Ensure Broker Engine and HubSpot alignment

    ● Create OneDrive folder structures

    Customer Support

    ● Process and track Mystro requests to customers

    ● Complete Mystro information via phone when required

    ● Provide call support to Debt Advisers

    ● Maintain frictionless customer experience

    
    
    
    
    
    

    Requirements

    Required Skills and Qualifications:

    Communication Excellence

    ● Fluent English Professional business level written and verbal

    ● Phone confidence Comfortable collecting sensitive financial data

    ● Client assistance mindset Focus on frictionless customer experience

    ● First impression excellence Setting right tone from initial contact

    ● Stakeholder communication Professional interaction across all levels

    Technical Proficiency

    ● Advanced HubSpotCRM Experience Data management, reporting, workflows

    ● Broker Engine experience Funding positions and loan structuring

    ● Excel expertise Complex calculations and financial modeling

    ● Multiplatform data integrity Consistent records across systems

    ● Document management OneDrive and electronic systems

    Financial Services Knowledge

    ● Mortgagebanking understanding Loan products, rates, refinancing

    ● Confidential data handling Collecting sensitive information over phone

    ● Numerical accuracy Errorfree financial data management

    ● Process adherence Following complex procedures consistently

    Personal Attributes

    ● Client assistance mindset Natural inclination to help and simplify

    ● Exceptional attention to detail Meticulous accuracy in all work

    ● High autonomy Independent operation with quality standards

    ● Proactive problemsolving Anticipating needs, removing friction

    ● Followup excellence Systematic approach ensuring nothing missed

    Business Impact Goals

    • Maintain 95%+ client retention through systematic followup
    • Contribute to 10%+ increase in client referral generation
    • Ensure data integrity across HubSpot and Broker Engine platforms
    • Reduce director involvement in routine client management tasks

    • Growth Opportunities

      • Service excellence specialization Becoming client experience authority
      • Crossfunctional training Exposure to strategy and processing functions
      • Process improvement Lead initiatives to enhance customer journey
      • Team leadership Managing additional client experience staff as business grows
      • Technology optimization Pioneer new tools for customer experience enhancement

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        Why This Role Matters

        Immediate Impact:

        ● First point of contact setting tone for premium client experience

        ● Direct revenue impact through repricing and commercial referrals

        ● Data integrity guardian ensuring business intelligence accuracy

        Strategic Importance:

        • Key enabler of director time liberation for strategic focus
        • Foundation for scaling premium service delivery model
        • Critical support for business growth from $216M to $500M+ settlements

        • Career Growth:

          ● Opportunity to define client experience excellence standards

          ● Exposure to highvalue clients and sophisticated transactions

          ● Platform for advancement in growing premium financial services firm

          
          
          

          This role combines client advocacy with operational excellence to create the frictionless experience that defines our premium positioning. Youll be instrumental in scaling our client experience capabilities while building a career in debt advisory services.

          
          

          Work Arrangement & Expectations:

          This is a remote role that will be set up via an Employer of Record (EOR) service.

          To ensure alignment and transparency, successful candidates will be expected to:

          • Be available for meetings and collaboration during core [AEST or PHT] business hours
          • Disclose any existing ongoing roles or client work
          • Reflect this engagement on their LinkedIn profile

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