Client Service Associate
2 months ago
An exciting opportunity to join our Customer Service Team providing a high quality service to Metro clients and brokers. You're the first point of contact across our existing commercial and consumer portfolio, providing accurate information and appropriate solutions to escalated enquiries.
**Roles and responsibilities**
- Provide an exceptional experience to clients by building rapport and providing reliable support to enhance Broker and Client relationships
- Maintain a thorough knowledge of organisational policies, procedures and guidelines, ensuring accurate information is provided to Brokers and Clients
- Handle escalated enquiries whilst providing appropriate solutions to reach an amicable resolution
- Conduct outbound calls to update information and manage customer expectations
- Ensure ongoing record management of loan and client records to ensure high quality of data integrity
- Generate and prepare requested documents including payout letters, statements, contracts and any other documentation
**How to succeed**
A passion for customer interactions and ability to build and nurture professional relationships will ensure success in the role.
We are looking for someone with the following:
- 1-3 years prior experience in a customer support role
- Very strong written and verbal communication skills
- Good problem-solving skills with the ability to identify alternate solutions
- Previous experience within financial services industry is highly desirable
- Good MS-Office knowledge
- Must have Australian working rights (citizen or PR)
**Benefits**
We offer a robust benefits package to help support your health and financial security, plus you'll enjoy:
- Hybrid working model - work 3 days in the office and 2 at home
- A culture that promotes career growth and opportunity
- Working out of a beautiful modern office in Sydney and virtually
- Fun, regular social events so you can get to know your coworkers
**We Value Your Wellbeing**
Metro Finance believes in diversity, equity, and inclusion and offers a safe environment to grow. Bring your open mind and can-do attitude to help us deliver our award-winning service to clients. Our culture of continuous improvement gives you opportunities to learn. We encourage you to take advantage of all career development opportunities across department teams to help build your skills.
**About Metro Finance**
We offer an alternative to traditional bank funding with a modern approach and mindset. Our cutting-edge financial products, advanced technology, and local expertise set us apart. We excel at providing a real human experience for our customers, in fact our Sales, Settlements, and Credit teams are all regular CAFBA award winners. We're also proudly "Great Place to Work" certified.
Pay: $70,000.00 - $80,000.00 per year
**Benefits**:
- Free drinks
- Free food
- Work from home
Schedule:
- Monday to Friday
Work Authorisation:
- Australia (required)
Work Location: Hybrid remote in Sydney, NSW 2000
Application Deadline: 05/12/2024
-
Client Service Associate
2 days ago
Sydney, Australia Certane Full time**Client Services Associate - Corporate Trust** **About the business** With $40 billion in assets under trusteeship we provide technology-enabled financial services to our partners and clients. We use our deep industry expertise to build modern financial technology and infrastructure, delivering greater transparency, efficiency, governance and customer...
-
Client Service Associate
7 months ago
Sydney, Australia HAYS Full timeClient Service Associate to support the Financial Advisers of the bank with their elite client base **Your new company** This company is a prestigious global bank and wealth manager. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets, including...
-
Client Services Associate
3 months ago
Sydney, Australia CMC Markets Full timeClient Services Associate If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing....
-
Client Services Associate
6 months ago
Sydney, Australia Profusion PAC Pty Ltd Full time**Job Opportunity: Client Services Associate/Executive** - Exciting growing local firm - Excellent oppurtunity for those looking to break into distribution - Great team culture with a focus on team work. **Client Overview**: Our client is a distinguished Real Estate Fund Manager with an asset portfolio exceeding $1 billion. With teams based in Sydney and...
-
Client Services Associate
7 months ago
Sydney, Australia HAYS Full timeClient Service Associate role for Mandarin speaker **Your new company** The role is within a reputable Wealth Management business, which services individuals, families and institutions investing in both domestic and international markets. **Your new role** - Facilitation of all client queries and adviser requests - Client on-boarding, including...
-
Client Services Associate
7 months ago
Sydney, Australia CMC Markets Full timeCMC are hiring! We have a permanent opportunity for a Client Services Associate to join our Client Services Stockbroking team, based in our Chatswood, Sydney office. This is an entry level role which could be suited to those looking for a graduate position in financial services or operations. About Us CMC Markets is a global leader in CFD trading and share...
-
Client Services Associate
2 days ago
Sydney, Australia Marsh Full timeAgile workspace - Great work life balance - Sydney location **What can you expect?** This Client Services Associate role is responsible for managing a portfolio of Group Life Clients, in regards to claims and underwriting case management, including general employee policy enquiries within Mercer Marsh Benefits. The key to this role is to provide market...
-
Client Associate
8 months ago
Sydney, Australia Findex Full time**The Opportunity** This role is a great fit if you are a driven individual who displays high attention to detail, initiative and a switched-on attitude. This is an exciting opportunity which will see you interact with people at all levels across the business. The Client Associate is also responsible for ensuring that team workflow is managed using...
-
Client Services Associate
3 weeks ago
Sydney, Australia CMC Markets Full timeIf you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and...
-
Client Service Associate
2 days ago
Sydney, Australia Keegan Adams Full timeImmediate Start | Genuine work life balance | $60-65+Super - Opportunity to advance your career with a leading insurer - Join a secure and growing business | Perm and Fixed Term Opportunities Our Client, an **Award Winning** **Insurance Firm** are looking for **Client Service Associates** to support a growing team. This company pride themselves on...
-
Client Service and Operations Associate
7 months ago
Sydney, Australia Fisher Investments Europe Full timeClient Service and Operations Associate **Overview** **The Opportunity**: As a Client Service Associate you will support the launch and development of Fisher Investments Australia®. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different...
-
Client Service and Operations Associate
7 months ago
Sydney, Australia Fisher Investments Europe Full timeClient Service and Operations Associate **Overview** Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments Australia®, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support...
-
Sydney, Australia Mainstream Fund Services Inc Full timeLeading global fund administator - Customer service centric role relating to investments - Great CBD location **About our Company** The Apex Group is a global financial services provider with 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard...
-
Client Service and Operations Associate
6 months ago
Sydney, Australia Fisher Investments Europe Full timeOverview: **The Opportunity**: As a Client Service Associate you will support the launch and development of Fisher Investments Australia®. You will improve the firms success daily by working with managers to mitigate risks to the business and our clients. You will manage operations locally across many different functions and be a part of a collaborative...
-
Fund Operations
1 month ago
Sydney, Australia JPMorganChase Full time**JOB DESCRIPTION** Do you have a passion for delivering a positive client experience? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund...
-
Client Associate
7 months ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: What your typical day will look like: As the Client Associate, you will proactively support the senior team, taking responsibility for all administrative tasks within the team to ensure...
-
Client Associate
6 months ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to assist the team in their day to day duties and coordination of campaigns and initiatives Job Title: Client Associate **Job Description**: What your typical day will look like: As the Associate, you will proactively support the senior team, taking responsibility for all administrative tasks within the team to ensure campaigns...
-
Client Associate
2 months ago
Sydney, Australia Dentsu Full timeJob Description: - dentsu Media | Carat, Sydney | Permanent, Full Time_ Who we are dentsu are a network designed for what’s next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five global leadership brands; Carat, Dentsu Creative, dentsu X, iProspect and Merkle,...
-
Client Services Associate
6 days ago
Sydney, Australia AlayaCare Full timeWe're looking for a driven ICT Client Services Associate (CSA) to join our Customer Success team! The Client Services Associate will support software implementation for our clients. If you're interested in helping us build the future of mobile healthcare, this job is for you. We are building a workforce management system allowing private homecare...
-
Client Associate
7 months ago
Sydney, Australia Dentsu Aegis Network Full timeThe purpose of this role is to play a key bridging role within the client account team, providing support to Executives and Managers, assisting in their day to day duties and development of campaigns Job Title: Client Associate **Job Description**: dentsu is a network designed for what’s next, helping clients predict and plan for disruptive future...