Financial Services Customer Support Professional

1 day ago


Frankston, Australia beBeeCustomer Full time $55,000 - $60,000
Customer Service Representative Opportunity

Embark on a rewarding career in financial services by joining our team. As a Client Service Officer, you will provide exceptional customer support and collaborate with our experienced professionals.

Key Responsibilities:
  • Follow up with customers to complete their fact find and file invite
  • Sending approval letters to customers once their loans are approved
  • Monitor incoming emails for lender queries and log them accordingly
  • Follow up with customers to return signed loan documents
  • Provide polite and professional phone support
Requirements:
  • Previous customer service experience, preferably in a corporate or professional environment
  • Bachelor's degree in Business, Economics, Finance, or a related field
  • Basic understanding of email systems (training provided)
  • Polite, professional, and customer-focused over the phone
Benefits and Perks:
  • Permanent, full-time office-based role
  • Comprehensive training provided by an experienced broker
  • Supportive team environment
  • Competitive salary and performance-based bonuses


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