Client Services Officer

3 weeks ago

Melbourne, Victoria, Australia ROBERT WALTERS AUSTRALIA Full time
Overview

An exciting opportunity awaits for a Client Services Officer to join a highly respected financial services organisation in the heart of Melbourne CBD Be the trusted first point of contact for clients and advisers. Enjoy a supportive workplace that invests in your professional development. Benefit from a flexible hybrid working model and modern office amenities in Melbourne CBD.

This role places you at the forefront of customer engagement, where your ability to deliver exceptional service and build meaningful relationships will be truly valued. You will be the first point of contact for clients and advisers, ensuring every interaction is handled with professionalism, warmth, and efficiency.

What you\'ll do:

As a Client Services Officer based in Melbourne CBD, you will play a pivotal role in shaping the customer experience by being the primary point of contact for both clients and advisers. Your day will involve handling a high volume of queries across various communication channels.

  • Respond promptly to inbound telephone calls, emails, and web chats from clients and advisers regarding products, services, and general enquiries.
  • Deliver high-quality service within designated time-frames to ensure all interactions reflect the organisation's professional standards.
  • Document all client interactions accurately and escalate complex queries when necessary to ensure swift resolution.
  • Collaborate closely with internal stakeholders to provide seamless support across departments.
What you bring:

To excel as a Client Services Officer in this leading financial services environment, you will bring proven expertise in customer-facing roles where relationship-building was key.

  • Demonstrated experience in customer relations with a focus on developing strong interpersonal connections and building trust over time.
  • Understand client needs deeply while providing clear guidance and support.
  • Exceptional attention to detail combined with analytical skills that enable you to resolve queries efficiently and accurately document outcomes.
  • Commitment to service excellence demonstrated through previous roles where you consistently delivered high-quality results within set deadlines.
  • Ability to collaborate effectively within larger teams as well as across different departments to achieve shared goals.
What sets this company apart:

This organisation stands out as one of Australia's most supportive employers - placing people at the centre of everything they do.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Bianca Sticca on 61 3 8628 2100 for a confidential discussion.

About the job

Contract Type: Permanent

Focus: Call Centre

Industry: Call Centre and Customer Service

Workplace Type: Hybrid

Experience Level: Entry Level

Specialism: Call Centre & Customer Service

Location: Melbourne CBD

Salary: Negotiable

Date posted: 8 September 2025

Consultant: Bianca Sticca


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