This role offers a Competitive Salary + Super + Employee Lifestyle Program (ELP)
Mintwell is one of Australia’s few truly independent private wealth management advisers. We recognise that our clients financial goals are as individual as they are. Our expertise offers comprehensive financial planning services customised to the clients specific needs and objectives. With our proven track record and honest investment strategies, it’s easy to see why so many of our clients say we are their recommended financial advisers in Sydney. At Mintwell, our mission is to collaborate with our clients to create opportunities through uncompromising integrity, trust and personalised service.
Job Description
The Role:
Your role is to be the first point of contact for our customers by delivering exceptional customer service. To be successful in this role you must be able to accurately answer queries, manage issues and find solutions that support the lending team and the wider organisation. The target is to ensure excellent service standards and always maintain high customer satisfaction.
Tasks and Responsibilities:
Engaging with customers and delivering an outstanding, signature service with every transaction in a fast-paced environment
Active listening to ensure client needs are being met
Maintaining an in-depth knowledge of the business's products and services
Supporting customers with suitable options that best suit their needs and provide customers with post settlement care
Following up and manage customer deadlines with strong attention to detail
Data entry for loan applications and ensuring compliance is observed
Administrative and liaison with leaders
Providing administration support to a team of Mortgage Brokers, Loan Processors, Advice, Property and Digital marketing teams
Managing settlement processes following formal approval
Fielding inbound calls to the wider business
Desired Skills and Experience
Key Skills and Experience
Proven customer support experience as a client service representative
Ability to use tact, diplomacy and negotiating skills when handling difficult customers to achieve a positive outcome
Ability to develop and maintain positive working relationships
Competency with CRM systems and practices
Ability to multi-task, prioritize, and manage time effectively
Track record of over-achieving quota
Competent phone contact handling skills and active listening
Competency with CRM systems and practices
Customer Orientation and ability to adapt/respond to different types of personalities
Ability to multi-task, prioritize and manage time effectively
Mintwell can provide:
Employee Life Style Program
Full on the job training and cross training in other teams within the company
A strong and highly regarded training and mentoring program that supports career progression
A team culture that values its employees and is open to change
One on one reviews of your performance and progress on a regular basis
Providing support for staff in attaining qualifications promoting career progression
All applicants must be based in Australia
Office based role, no work from home option available
If you are ready to take the next step and partner with an industry leader, please Applyor contact directly atcareers@mintwell.com.au.
