Customer Service & Success Specialist - Financial Services (New South Wales)

Customer Service & Success Specialist - Financial Services (New South Wales)

13 Sep
|
Talented Group
|
New South Wales

13 Sep

Talented Group

New South Wales

Job Description

Customer Service & Success Specialist – Financial Services

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Customer Service & Success Specialist – Financial Services

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Love helping people? Passionate about great service?

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Join a team where your voice matters — and your energy, empathy, and follow-through help people take one of the biggest steps in life: buying a home.

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Our client, a well-established player in the financial services/property sector, is looking for a Customer Service & Success Specialist to be the first point of contact for both customers and brokers.

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This isn't a face-to-face retail role — it's a phone and email-based position where your service, speed, and attention to detail will create a smooth, supported experience for every customer.

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What you'll do:

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- Be the warm, professional voice supporting homebuyers and brokers
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- Guide people through the application journey with clarity and care
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- Follow up leads, assist with documentation, and prepare applications
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- Work closely with credit and sales teams to solve problems and keep things moving
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- Deliver standout service — every day, every interaction
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What we're looking for:

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- 2+ years in a customer-focused financial services or lending role
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- Strong written and verbal communication skills
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- Familiarity with terms like LVR or serviceability (a bonus!)
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- Passion for service, positive mindset, and laser focus on the details
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- Someone who thrives in a fast-paced, team-driven environment
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- Join a stable, growing business in a purpose-driven role
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- Work with a supportive, tight-knit team
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- Great Sydney CBD office location
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- Help make homeownership dreams a reality every day
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If you're passionate about people, thrive in a service role, and want to make a difference — apply today!

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#customerservice #financialservices #mortgagejobs #homebuying #sydneyjobs #hiring #brokersupport #customersuccess

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Entry level

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Full-time

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Human Resources Services

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📌 Customer Service & Success Specialist - Financial Services (New South Wales)
🏢 Talented Group
📍 New South Wales

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