Client Experience Officer (New South Wales)

Client Experience Officer (New South Wales)

17 Aug
|
TalentWeb Consulting
|
New South Wales

17 Aug

TalentWeb Consulting

New South Wales

About the Company Our client is a specialist lender dedicated to serving the medical community, providing tailored lending and financial solutions to healthcare professionals across Australia.
They're a growth-focused, values-driven business that prides itself on genuine client relationships and a supportive, high-performing team culture.
About the Role This is a fantastic entry point into financial services for a customer service qualified ready to build a long-term career.
As the first point of contact for clients, you'll handle day-to-day enquiries via phone, email and online chat, while also gaining exposure to post-settlement operations including contract maintenance and loan discharges.
You'll join a small, close-knit client experience team, with genuine scope to grow within the business.
This role suits someone who thrives on solving problems, loves talking to people on the phone, and wants to build a career in lending — prior industry experience isn't required, just the right attitude and a relevant degree background.
What You'll Be Doing
Handling inbound commercial and residential client enquiries, resolving issues via phone, email and online chat
Supporting internal sales and operations teams with contract and loan information
Preparing statements, letters and documents on client request
Updating client details and processing loan maintenance




Liaising with solicitors and other lenders on ad hoc requirements
Identifying and escalating complex issues or complaints
Assisting clients with online banking and mobile app usage
Supporting the Post Settlement team with contracts, refunds, hardship restructuring and loan terminations
Processing residential and commercial loan discharge
What We're Looking For
2+ years' customer service experience — banking or financial services experience is a plus, but not required
A degree in finance, business, economics or a related field is desirable
Genuinely comfortable and confident spending a large part of the day on the phone
Excellent phone manner and natural warmth when dealing with clients
Strong attention to detail and a "get it right the first time" mindset
Comfortable managing multiple priorities in a fast-paced environment
A proactive, self-starter attitude with a genuine willingness to learn
Strong Word and Excel skills
Full Australian working rights are essential, we can not offer sponsorship or progress candidates on working holiday visas
Why Apply
Join a specialist, growth-focused lender with a genuine team culture
Variety across client service and post-settlement operations
Clear pathway to build your career in financial services
Supportive team environment that values curiosity and initiative
$70,000 - $75,000 + Super
#J-*****-Ljbffr

📌 Client Experience Officer (New South Wales)
🏢 TalentWeb Consulting
📍 New South Wales

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