ABOUT THE COMPANY Lotus People is thrilled to partner with an exceptional FinTech start-up that is rapidly growing and transforming how businesses and individuals manage their finances. This is a fantastic opportunity to join a forward-thinking company leveraging cutting-edge technology to deliver seamless and intuitive financial solutions that simplify complex processes. We’re looking for someone with a vibrant and fun personality to join the team and help them grow rapidly across Australia and New Zealand. This role provides a great opportunity to get first-hand experience of working in a fast-paced startup environment, alongside a highly motivated team, as well as the opportunity of becoming responsible for the overall customer experience. Customers are at the heart of everything this client does. The Customer Service Agents joining the Finance team are responsible for supporting customers in meeting their tax obligations, working closely with government agencies on behalf of customers and ensuring that all customers feel confident that their financial affairs are all being taken care of. ABOUT THE ROLE This is your chance to play a key role in supporting customers with their tax obligations and financial admin - making a genuine impact on their financial wellbeing. You’ll work alongside passionate professionals in a tight-knit team, liaising directly with customers, government agencies, and internal stakeholders to deliver an outstanding experience every step of the way. DUTIES Support customers with their tax obligations and legacy financial issues Liaise with government tax agencies on customers’ behalf Onboard new customers, including AML/CFT checks Reconcile payment and transaction data Process tax returns and resolve technical tax queries Create and maintain help articles and knowledge resources Educate customers about finance in simple, clear language Provide feedback to the broader team to improve customer experience SKILLS & EXPERIENCE 1–2 years in customer service, administration, finance, or have a background in retail or hospo Strong verbal and written communication skills High attention to detail and excellent organisational skills Empathetic personality with a customer-first mindset Be/be able to become proficient in Google suite Be financially literate and have a genuine interest in finance Have technical aptitude and the ability to learn software programs We’re looking for someone with a vibrant and fun personality to join our team, and help grow us rapidly across Australia and New Zealand BENEFITS Vibrant, modern office 5 minutes from Wellington Station. Enjoy free catered lunches once a week! Genuine career growth opportunities and a dedicated training budget to support your development Employee Assistance Program and wellness budget available to all staff A strong workplace culture with regular social events, lunches, and team get-togethers Supportive, down-to-earth management team Birthday leave Shape the future of the business and contribute to its ongoing success - be part of something big! If you're excited about the opportunity to join a high-growth FinTech company and be part of a dynamic team that is revolutionising the industry, we’d love to hear from you! OUR RECRUITMENT PROCESS At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process. Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted candidates will then proceed to a virtual interview with the consultant managing the role. Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering. Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience.