Associate - Financial Services

Associate - Financial Services

SydneyCustomer & Commercial – Customer and Commercial / Permanent / Hybrid Hi, we’re PEXA Every time a house is bought, sold or refinanced in Australia your lawyer, conveyancer and lender will most likely use a digital platform to settle your property, this is where we come in. PEXA’s world-first digital settlement platform has revolutionised the way we exchange property in Australia helping over 20,000 people a week safely settle their homes. Since starting our journey in 2010, we now employ a team of over 1,000 people working across multiple continents. We’re still growing, innovating and looking ahead, but behind our greatest achievements, there is a team of curious creators and big thinkers. That’s why, we’re looking for ambitious people like yourself to join the team. A day in the life In this role, you’ll support a portfolio of Financial Services customers, including banks, national law firms and mortgage processing providers, using the PEXA Exchange. Your day will involve acting as a trusted point of contact for customers, providing operational guidance, resolving issues, and supporting platform adoption.You’ll also contribute to complex change initiatives such as bank mergers and acquisitions, coordinating timelines, risks, dependencies and stakeholder communications. Alongside project work, you’ll deliver business-as-usual operational support, assist with onboarding activities, maintain accurate documentation, and help develop training materials and customer guidance. Continuous improvement and adherence to PEXA’s risk and governance frameworks are central to everything you do. About the role The Associate – Financial Services supports customers across PEXA’s Financial Services segment to deliver an exceptional experience on the PEXA Exchange. Working closely with internal teams and external stakeholders, this role plays a key part in supporting regulated, multi-stakeholder environments.You’ll combine strong customer focus with hands-on PEXA Exchange expertise and project coordination capability, supporting both operational delivery and complex customer change initiatives. This role offers broad exposure to customer relationship management, project delivery and product enablement within PEXA.

Key capabilities we’re looking for :

• Experience supporting customers within financial services or regulated environments
• Demonstrated project coordination or project management experience
• Hands-on experience using the PEXA Exchange
• Strong communication and stakeholder management skills
• Ability to manage multiple priorities and deadlines
• A proactive mindset focused on continuous improvement and customer outcomes

What success looks like in the first 6–12 months :

Why join us

A career at PEXA starts with you! If you think you have the required skills, an appetite to learn and would be a great fit, we’d love to hear from you – even if you don’t tick all the boxes. At PEXA we support your growth and help you discover your full potential. Our commitment to our people and a better future PEXA is a workplace where everyone can contribute and participate, so that every person can reach their full potential. We want our people to feel equally valued, supported and celebrated. With market-leading benefits that make a difference, we’re committed to supporting individuals, families and carers. Your culture, gender, sexual orientation, language and other attributes make you unique! We couldn't be prouder to have a team that reflects the richness of our wider community.We’re a proud ‘ Circle Back Initiative ’ Employer and commit to responding to every applicant.