Customer Service & Success Specialist – Financial Services

Talented Group; Sydney; On-site; AUD 80,000 - 95,000; Full time

Job summary

Join a leading financial services team in Sydney as a Customer Service & Success Specialist. In this full-time role, you'll be the first point of contact for customers, guiding them through the home-buying process while ensuring a warm and professional service. Ideal for candidates with a passion for helping others and experience in customer service within financial services.

Qualifications

• 2+ years in a customer-focused financial services or lending role.
• Strong written and verbal communication skills.
• Familiarity with terms like LVR or serviceability (a bonus!).
• Passion for service and team-driven environment.

Responsibilities

• Support homebuyers and brokers with their applications.
• Follow up leads and assist with documentation.
• Work closely with credit and sales teams.

Skills

Communication

Attention to detail

Customer focus

Problem-solving

Job description

Customer Service & Success Specialist – Financial Services

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Customer Service & Success Specialist – Financial Services

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Join to apply for the Customer Service & Success Specialist – Financial Services role at Talented Group

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Love helping people? Passionate about great service?

Join a team where your voice matters — and your energy, empathy, and follow-through help people take one of the biggest steps in life: buying a home.

Our client, a well-established player in the financial services/property sector, is looking for a Customer Service & Success Specialist to be the first point of contact for both customers and brokers.

This isn’t a face-to-face retail role — it’s a phone and email-based position where your service, speed, and attention to detail will create a smooth, supported experience for every customer.

What you’ll do:

• Be the warm, professional voice supporting homebuyers and brokers
• Guide people through the application journey with clarity and care
• Follow up leads, assist with documentation, and prepare applications
• Work closely with credit and sales teams to solve problems and keep things moving
• Deliver standout service — every day, every interaction

What we’re looking for:

• 2+ years in a customer-focused financial services or lending role
• Strong written and verbal communication skills
• Familiarity with terms like LVR or serviceability (a bonus!)
• Passion for service, positive mindset, and laser focus on the details
• Someone who thrives in a fast-paced, team-driven environment
• Join a stable, growing business in a purpose-driven role
• Work with a supportive, tight-knit team
• Great Sydney CBD office location
• Help make homeownership dreams a reality every day

If you're passionate about people, thrive in a service role, and want to make a difference — apply today!

#customerservice #financialservices #mortgagejobs #homebuying #sydneyjobs #hiring #brokersupport #customersuccess

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

• Industries

  Human Resources Services

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