Client Service Operations Representative

2 weeks ago


North Shore, Australia Mars Recruitment Full time

The Company

Mars Recruitment is partnered with a full service brokerage firm who is specialising in commercial finance for plant and equipment, property finance and insurance services. The company is an intermediary between the clients and major banks and financial institutions and is specialise in all facets of equipment and vehicle finance. Working in a smaller organisation, you will get exposure to working alongside the Directors and leadership team.

The Role

The Operations team is interacting with clients and working together with partners to process and gather relevant documents for settlement purposes.

This role would suit an individual that is passionate about providing excellent client experience, that has strong multi-tasking and organisational skill, ideally with previous financial services exposure within the banking or financial services industry.
- Liaise with several internal and external stakeholders to ensure that financing options are secured in an efficient way for our client base
- Manage client relationships and develop rapport with the portfolios you handle on a day to day basis.
- Document handling, processing and transactions
- Partner with third parties and our internal brokers to support client needs

Essential Criteria
- Previous experience in operations and/or providing excellent client experience
- Degree level qualification with Finance or Commerce desirable
- Previous experience working within the banking & financial industry is advantageous
- Ability to support clients and showcase a high level of empathy and care
- Ability to work in a fast-paced environment
- Outstanding written and verbal communication skills



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