Client Services Associate

2 weeks ago

Sydney, New South Wales, Australia Metro Finance Full time $104,000 - $130,878 per year

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 full 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.

  • Client Services Associate

    2 weeks ago

    Sydney, New South Wales, Australia Lorica Partners Full time

    **Contributing to Lorica Partners Culture**:**Client Services Associate**:The Client Service Associate (CSA) role is part of the team that is responsible for providing a broad range of high-quality services to existing and prospective clients.**This role is ideal for someone who**:- Loves building trusted relationships with clients- Communicates clearly and...

  • Client Service Associate

    1 week ago

    Sydney, New South Wales, 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...

  • Associate - Investor Services / Client Services

    1 week ago

    Sydney, New South Wales, Australia Mainstream Fund Services Inc Full time

    Leading 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 and...

  • Client Services Associate

    1 week ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $70,000 - $100,000

    Our team is seeking a skilled Client Services Associate to administer investor services and deliver exceptional customer experiences.About the RoleThis exciting opportunity exists for a client-focused professional who is passionate about delivering outstanding results.

  • Client Service Associate

    1 week ago

    Sydney, New South Wales, Australia Hays Full time

    Client 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 equities,...

  • Client Services Associate

    1 week ago

    Sydney, New South Wales, Australia TransPerfect Full time

    OverviewThe Client Services Associate is responsible for serving as the first level of support to existing clients, and for managing and coordinating the completion of all language projects in our Sydney Office.ResponsibilitiesRespond to client requests for new project initiatives through our centralized technologyCollaborate with production team members to...

  • Client Services Associate

    1 week ago

    Sydney, New South Wales, Australia TransPerfect Full time

    OverviewThe Client Services Associate is responsible for serving as the first level of support to existing clients, and for managing and coordinating the completion of all language projects in our Sydney Office.ResponsibilitiesRespond to client requests for new project initiatives through our centralized technologyCollaborate with production team members to...

  • Client Service Associate

    2 weeks ago

    Sydney, New South Wales, Australia Buscojobs Full time

    Exciting opportunity for a Client Service Associate to join a leading Funds Management firm in SydneyThis role is a fantastic opportunity for someone early in their career who wants hands-on exposure to investor servicing across a diverse range of funds management products.You'll work closely with internal stakeholders and external clients, helping to shape...

  • Client Services Associate

    2 weeks ago

    Sydney, New South Wales, Australia Alayacare Full time

    We'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 organizations...

  • Client Service Associate

    1 week ago

    Sydney, New South Wales, Australia beBeeClientService Full time $90,000 - $110,000

    Job Title: Client Service AssociateAbout the Role:The Client Service team is a cornerstone of our organization's success. We deliver exceptional service to clients globally by understanding their unique business needs and providing critical insights.Main Responsibilities:Utilize phone calls, LinkedIn, and other outreach platforms to source new Advisors for...