Client Success Officer

• Client Success Officer 
• Ideal for Finance Graduate seeking to grow within the financial service space with particular focus on home loans
• Opportunity to enhance specialism in sector 
• Customer centric role 

Client Details

A small organisation focused on enabling people to get on the housing ladder. As part of a global conglomerate, our client has excellent financial backing and stability. 

Description 

The Client Success Officer has a critical role to play and is suited to someone seeking to carve out a long-standing career within this sector or to a recent Finance Graduate. The core responsibilities are as follows:

• Receive incoming phone or email enquiries and applications, process and assess applications for final approval by the COO
• Engage with the Business Development Managers to develop and communicate solutions to clients
• Update CRM
• Work with the team to optimise our customer’s experience
• Assist with other tasks while delivering excellent client service
• Assist with client acquisition as the digital channel grows
• Assist with project work to grow the business

Profile

To be successful in this application, you will have:

• An appetite to grow and develop career within the sector
• Financial Services experience
• Similar experience in a customer centric position and ability to effectively troubleshoot
• Strong stakeholder engagement
• High attention to detail and genuine interest in subject matter
• Openness to work in a small, intimate environment
• Willingness to support where needed

Job Offer

• Salary commensurate with experience and between $60-80k
• A great learning and growth opportunity
• Pathway into financial services and a future career
• CBD location and option for hybrid working when appropriately trained

 

Contact details - ashleyduffy@future-you.com.au