The Company...
Join a fast-growing Australian fintech company revolutionising how to manage payments and cash flow. With cutting-edge technology and a highly skilled support team, they offer flexible solutions that streamline complex billing processes, enable upfront payments, and reduce administrative overheads. Headquartered in Surry Hills, the business is backed by well known investors and is known for delivering customer centric services with precision and reliability.
The Role...
Reporting to the Team Leader, this role blends client service excellence with financial acumen. You’ll be the first point of contact for customers, guiding them through tailored payment solutions while applying your mathematical and finance skills to calculate loan repayments, assess affordability, and explain financial scenarios clearly.
Key responsibilities include:
- Building strong client relationships through responsive, solutions-focused support
- Handling enquiries via phone, email, and live chat with professionalism and clarity
- Performing accurate financial calculations on loan repayments, interest rates, and payment schedules
- Explaining financial concepts and repayment structures in simple terms
- Assisting customers in setting up and managing payment plans based on their financial profile
- Ensuring compliance with internal policies and financial regulations
- Collaborating with internal teams to improve financial workflows and customer experience
- Developing deep product knowledge to provide expert financial guidance
To thrive in this role, you’ll need a blend of client service experience, strong numerical skills as well as:
- Tertiary qualifications in finance, accounting, mathematics, or a related discipline (preferred but not essential)
- Minimum 2 years’ experience in financial services, lending, or customer support with a financial focus
- Confident communicator with the ability to simplify complex financial information
- Strong mathematical skills and attention to detail, especially in calculating loan repayments and interest scenarios
- Analytical mindset with a commitment to accuracy, compliance, and customer outcomes
- Proactive, adaptable, and resilient in a fast-paced environment
- Hybrid working model
- Vibrant office culture with regular team events and collaborative spaces
- Clear pathways for career growth and internal progression
- Ongoing professional development through courses, conferences, and learning resources
If you're ready to combine your financial expertise with customer service in a dynamic and expanding organisation, send your application to jquigley@sbrecruitment.com or call Jenny Quigley on 02 9002 5005 for a confidential chat.
