Drive Customer Confidence: Assist customers in navigating their tax obligations, ensuring their financial matters are in capable hands and fostering confidence.
Collaborative Problem-Solving: Work closely with government tax agencies, partners, and customers to resolve issues, tackle legacy financial challenges, and ensure accurate payments.
Dynamic Startup Environment: Be part of a fast-paced and innovative fintech company, where your contribution shapes the future of customer experiences, and you enjoy opportunities for personal and professional growth.
Summary: A dynamic and innovative opportunity awaits a Customer Finance Agent in an exciting FinTech company undergoing rapid growth in Australia. This role calls for someone with a vibrant and fun personality, ready to play a pivotal role in the company's journey. This is a chance to work in a fast-paced startup environment alongside a highly motivated team and shape the overall customer experience.
About the Company: The company prioritizes its customers in every aspect of its operations. As a Customer Finance Agent, the role involves supporting customers in meeting their tax obligations, collaborating with government agencies on their behalf, and ensuring that customers feel confident that their financial matters are being managed effectively.
Responsibilities:
Collaborating with government tax agencies to resolve issues on behalf of customers.
Assisting customers in addressing any legacy financial issues they may have.
Onboarding new customers, including conducting AML/CFT checks.
Working closely with partners to ensure accurate payments to customers.
Reconciling transaction and payment data when required.
Processing tax returns on behalf of customers.
Providing second-line support to customers by answering tax-related queries escalated by the Customer Care team.
Conducting follow-up calls with new customers, offering assistance as needed.
Creating and maintaining online help articles for customer guidance.
Educating customers about tax in an easily understandable manner, acting as an interpreter.
Adhering to established support practices to ensure consistent service quality for all customers.
Providing feedback to technical staff and the wider team to optimize the customer experience based on interactions.
Requirements: The successful candidate should possess the following attributes:
A proactive self-starter who seeks out ways to improve efficiency.
An ability to thrive in a fast-paced and dynamic environment.
A team player mentality, ready to collaborate and support the team.
Excellent verbal and written communication skills, with a strong phone manner, spelling, and grammar.
Exceptional interpersonal skills, particularly a strong empathetic personality.
Meticulous attention to detail, strong organizational skills, and self-sufficiency.
Proficiency in Google Suite or other office software.
Financial literacy with a rudimentary understanding of AU Tax obligations for individuals.
Technical aptitude and the ability to learn software programs.
Bonus Points for:
Previous experience with customer service tools such as Intercom.
Experience as a self-employed individual (freelancing, contracting, etc.) in any industry or profession.
Experience working in a fast-paced, agile workplace.
How They Work:
The company's team is fast-moving, highly collaborative, and motivated, with rapid growth on the horizon.
They maintain a strong focus on the customer and delivering exceptional experiences to maintain their high rate of customer referrals.
They take a data-driven approach to everything they do, making decisions based on user behavior, constantly optimizing and tweaking.
They follow agile practices, delivering improvements iteratively in small increments, tracking the impact of their work and measuring themselves based on delivering measurable contributions towards agreed targets.
They encourage experimentation, whether it's trying out new tools or techniques or exploring new channels.
They invest in their people, providing opportunities for career growth and progression.
They work diligently and finish on time, with no crazy hours.
Begin you career in the finanace industry and join a vompnay that supports your career growth and aspirations - Apply now using the 'Apply Now' button. If you have further questions please call Nadine on 0488 008 649 or email: [email protected]
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.
Please click here to apply.
