Finance and Mortgage Solutions has been in the financial sector for over a decade, ethically leveraging strategic relationships to provide our stakeholders with the best possible opportunities at all times. We are a dynamic team with extensive experience in financial services, offering a broad range of products and customized financial advice.
We focus on transparency and integrity, ensuring clients’ financial freedom throughout their lives. Our services include home loans, car & equipment loans, and commercial loans, tailored for all types of clients with a complete focus on their needs.
Role Description
This is a full time hybrid role for a Customer Success Analyst, located in Sydney, NSW, with some work-from-home flexibility. The Customer Success Analyst will be responsible for ensuring client satisfaction, providing customer support, and enhancing customer service. Daily tasks include analyzing client data, addressing client issues, and maintaining effective communication with clients. The role will also involve working closely with various teams to ensure a seamless client experience.
Qualifications
- Analytical skills
- Customer satisfaction and customer support skills
- Ability to work independently and in a team
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business, or related field preferred
Seniority level
Entry level
Employment type
Full-time
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📌 Customer Success Analyst
🏢 Finance and Mortgage Solutions
📍 City of Sydney