Are you a mortgages professional who prides themselves on empathy as much as expertise? Join a dynamic, fast-growing financial services firm that is redefining retirement solutions for Australians.
Based in the heart of Double Bay—just a short walk from Edgecliff station—this is your chance to move away from the big banks and into a role where your work has a tangible, life-changing impact on your clients.
The Opportunity
As a Customer Service Associate, you will be the face and voice of the business, guiding clients through the end-to-end journey from initial enquiry to settlement. This isn't just about processing files; it’s about building lasting relationships and providing clear, helpful communication to a demographic that values authentic, human connection.
Salary: $80,000 + Super + Commission + Employee Share Option Plan
Why This Role?
True Career Growth: They are an early-stage, well-capitalized business. As they scale, you will have the unique opportunity to learn, be mentored, and advance your career alongside the company’s expansion.
Culture of Care: They operate with a big heart and a deep sense of responsibility. No red tape—just a supportive, tight-knit team that values your input.
Prime Location: Work in a beautiful new office adjacent to the famous Thursday markets (a regular team picnic spot!) with the best restaurants, bars, and shops at your doorstep.Stability & Vision: While they are young and entrepreneurial, they hold our own Australian Credit Licence and are backed by a leadership team with a proven track record.
Your Responsibilities
Client Engagement: Manage inbound and outbound enquiries from potential clients, brokers, and referrers via phone, email, and web chat.
Pipeline Management: Support the end-to-end sales pipeline, ensuring proactive follow-ups to meet business growth targets.
End-to-End Ownership: Oversee client applications through to settlement, collaborating closely with Operations to ensure a seamless experience.
Relationship Management: Conduct annual client check-ins and handle ad hoc requests with professionalism and care.
What You Bring
Ideally, you have a background in consumer lending, with a strong preference for residential lending experience in a phone-based environment.
Empathy & Communication: You are a natural communicator who can simplify complex information and deliver it with a caring, patient touch.
Mindset: You are a quick learner with a growth mindset, a positive attitude, and an organized approach to file management.
Ready to help Australians live their best lives?
If you are interested, apply NOW or send your updated CV to lavender.pham@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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