Finance Customer Service - graduates welcome!

2000 Sydney SB Recruitment

Posted today

Job Description

The Company
Since 1980, this privately owned Australian gold bullion business has built a strong reputation buying and selling investment options for a loyal client base. Today it is growing, stable and ready to welcome an enthusiastic, adaptable people person to its Client Services team. If you love helping people face to face and you’re ready to learn a current industry from the ground up, this is your chance.

The Opportunity
If you are a Customer Service superstar who genuinely loves helping people and have a genuine interest in the financial service markets, this could be your next step:

- Comprehensive, structured training provided, with no prior finance experience required
- A great launchpad for early career candidates from customer service, concierge, venue, hospitality, retail or front of house backgrounds
- Consistent hours of 8.30am to 5pm Monday to Friday, with no weekends or late finishes
- The security of a stable, privately owned business with real momentum
- A growing company means real scope to build specialist knowledge and move up as the team expands

The Role
You’ll be the friendly, confident face of the business, the person clients remember. Every day is different, and you’ll be right at the centre of it.

- Welcome new clients and guide them through opening their account, with a smooth and professional experience from the very first conversation
- Look after client sales and purchases from start to finish, so people feel confident and well looked after every step of the way
- Be the go-to voice for clients and stakeholders on inbound and outbound calls
- Support high value transactions with accuracy and care, and see the real impact of your work




- Work within established procedures and regulatory requirements, building a strong understanding of compliance and ethical business practice
- Manage account opening and closing to a consistently high standard
- Pick up projects with the Operations Manager as your skills and confidence grow, giving you a window into how the whole business runs
- Learn an exciting, specialised industry with full training and support behind you

About You
To be successful in this role ideally you will have:

- Up to two years’ experience in a customer facing role such as customer service, concierge, venue, front of house, hospitality, retail or similar, or you’re just starting out and keen to prove yourself
- A real people person with a positive, energetic attitude and a passion for exceptional service
- Excellent client skills, with a friendly, qualified manner and the confidence to stay calm and helpful with demanding clients
- Clear, confident communication, both face to face and over the phone
- Adaptable, comfortable with change, and quick to pick up new systems and processes
- A great fit for a close, collaborative team, with a supportive attitude and a genuine investment in shared success
- Curious and eager to learn, with an openness to building a career in finance
- Good organisation and written communication skills
- A proactive, can do mindset and the willingness to take on responsibility

We are looking for the most talented and driven people who work for their passion, not counting hours. Who loves building great next‑generation products, not status quo. Who cares about redefining how everyone around us can get the best financial applications, not for an exclusive few.

To apply, please submit your resume to the designated recruiter contact in the original posting.

We are committed to a diverse and inclusive workplace and welcome applications from all backgrounds.

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📌 Associate / Manager – Real Estate Investment & Asset Management (Sydney)
🏢 Capstone Recruitment
📍 Sydney