Customer Experience Specialist - Financial Services (Hybrid)

Shift Financial Pty; Sydney; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Parental leave (26 wks)

Flexible work policy

Flat structure

State-based offices

Office collaboration spaces

Job summary

Shift Financial Pty, based in North Sydney, NSW, is seeking a Customer Service Officer to be the face of our customer experience. You’ll proactively support clients, resolve inquiries, and help maintain service excellence across our commercial finance offerings.

You’ll collaborate with internal teams, document interactions in CRM, onboard new customers, and identify ways to improve processes while delivering accurate information with a positive, customer-centric approach.

Qualifications

• Experience in a customer service role, preferably in financial services.
• Excellent verbal and written communication skills.
• Strong problem-solving and organizational abilities.
• Capacity to manage competing priorities in a fast-paced environment.
• Familiarity with CRM platforms and common business software (e.g., Microsoft Office Suite).
• Demonstrated ability to collaborate across teams and deliver customer-centric solutions.
• High attention to detail and a positive, proactive attitude.

Responsibilities

• Respond promptly and professionally to customer inquiries across various channels.
• Manage customer accounts, handle requests, and resolve issues efficiently.
• Provide accurate information about products, services, and account statuses.
• Coordinate with internal departments: Collections, Finance, Credit, and Operations to deliver seamless solutions.
• Document interactions and updates in CRM and related systems to maintain data integrity.
• Identify opportunities to improve service processes and contribute suggestions.
• Support onboarding of new customers and ensure smooth transitions.
• Represent Shift positively at all points of contact.

Skills

Customer service

Communication

Problem solving

Prioritization

CRM familiarity

MS Office

Team collaboration

Attention to detail

Financial services experience

Job description

Shift Financial Pty, based in North Sydney, NSW, is seeking a Customer Service Officer to be the face of our customer experience. You’ll proactively support clients, resolve inquiries, and help maintain service excellence across our commercial finance offerings.

You’ll collaborate with internal teams, document interactions in CRM, onboard new customers, and identify ways to improve processes while delivering accurate information with a positive, customer-centric approach.