Customer Service

1 week ago

Sydney, New South Wales, Australia Talented Group Full time
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?

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.

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.

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.

What you'll do:

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

What we're looking for:

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

If you're passionate about people, thrive in a service role, and want to make a difference — apply today

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

Seniority level
  • Seniority levelEntry level
Employment type
  • Employment typeFull-time
  • IndustriesHuman Resources Services

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