Better

Client Success Manager, Distributed Retail

Better

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Support clients after closing by staying connected and helping them navigate their financial journey in real estate and beyond
  • Be a trusted advisor who listens, cares, and always keeps the client’s best interest first
  • Maintain and strengthen connections with past clients to encourage repeat and referral business
  • Identify opportunities to help clients save money, grow wealth, or reach new milestones
  • Work closely with mortgage advisors, branch leaders, and partners to ensure clients receive the highest level of care
  • Share insights and opportunities that add value to the client experience
  • Be honest, dependable, and nurturing in every interaction
  • Model the NEO commitment to transparency, trust, and excellence

Requirements

  • Minimum of 2 years in mortgage or related real estate/finance role
  • Strong communication, organization, and interpersonal skills
  • Client-first attitude with a passion for helping families make sound financial decisions
  • Honest, caring, proactive, and eager to build relationships that last