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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:
Profile
To be successful in this application, you will have:
Job Offer
Contact details - ashleyduffy@future-you.com.au
Client Success Officer
- Posted 23 June 2022
- Salary$77350 per annum
- LocationSydney
- Job type Permanent
- DisciplineBusiness Support
- ReferenceBH-13353
Job description
- 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