
Client Services Manager
4 weeks ago
Client Services Manager Our client, leading Mortgage Brokerage is looking for a Post Settlement Client Services Manager to champion client care beyond the transaction. This is a relationship focused role where your mission is to retain and nurture our existing clients through exceptional service, thoughtful follow-up, and proactive solutions. Your focus will be ensuring clients continue to feel supported, informed, and valued long after settlement - whether it's reviewing rates, guiding them through loan transitions, or helping with day-to-day queries. You're not here to sell, you're here to serve - and that's exactly how we build loyalty and referrals. Experience in mortgage broking or financial services is ideal, but not essential if you have strong client service and relationship management experience – READ ON Key Responsibilities (85% of your role)
Annual Client Reviews
Call existing clients to review their loan(s), request rate discounts from lenders, and ensure their setup still suits their needs.
Fixed/Interest-Only Expiry Check-Ins
Contact clients approximately 90 days before their loan terms expire to guide them through next steps.
General Post-Settlement Support
Assist with construction loan progress payments, offset account queries, interest calculation questions, and general support needs. What Success Looks Like
Clients feel cared for and supported - so much so that they stay with us and refer others.
You anticipate problems and solve them before the client even needs to ask.
Our team and clients describe you as proactive, reliable, and a true embodiment of our values.
Our CRM is clean, and your workflow is self-managed, with follow-ups done before you're asked. Ideal Candidate: Who You Are This is not a transactional role. It's about building trust, rapport, and genuine client loyalty. You are:
A people person on the phone – You know how to listen, connect, and communicate with warmth and clarity.
Highly organised – You don't need reminders to follow up. You use lists, workflows, and systems to stay on top of things.
A natural problem solver – You spot issues, find answers, and resolve problems without needing to escalate everything.
Accountable – You respond to client emails and calls promptly (by COB), and you keep people in the loop even when there's no news.
Team-oriented – You live our values, care about your colleagues, and represent our brand with pride. Why Join Our Client
Wellbeing First – 4 wellness days annually + your birthday off (after probation)
Continuous Development – Annual team conference, ongoing training, and personal development plans
Career Progression – Clear pathways to move into Credit/Parabroker roles for those who show initiative and aptitude
Recognition – Open to performance bonuses and early reviews for high achievers
Supportive Culture – You'll be joining a team that genuinely cares about our clients and each other APPLY TODAY for a confidential career discussion.
-
Client Services Officer
2 weeks ago
Wollongong City Council, Australia PRP Advisers Full timePRP Advisers are a well-established financial advice firm in the Illawarra, proudly serving our community for over 30 years. We support a large and loyal base of ongoing clients, while also experiencing strong and exciting growth opportunities.We are committed to helping clients manage all aspects of their financial lives no matter how complex. Whether it's...
-
Part-Time Client Service Manager
2 weeks ago
Wollongong City Council, Australia beBeeClient Full time $70,000 - $80,000Job OverviewThis is a unique opportunity to work in a dynamic environment, offering a flexible and supportive atmosphere.Key Responsibilities:Liaising with clients and coordinating meetingsManage outsource team - reports, statements and ComplianceProduce Annual Review reportsExcellent written and verbal communication skills and grammarAccuracy when...
-
Client Services Administrator
3 weeks ago
Wollongong City Council, Australia Illawarra Mercury Full timeAre you a highly organised and detail-oriented individual with a passion for providing exceptional support? We're seeking a Client Services Officer to join our clients financial planning team in Wollongong.In this role, you will be the backbone of the financial planner's operations. You'll handle essential back end procedures, freeing up the planners to...
-
Client Service Liaison
2 weeks ago
Wollongong City Council, Australia beBeeCustomerService Full time $54,000 - $72,000Job Title: Client Engagement ConsultantWe are seeking an individual to fill the role of Client Engagement Consultant, a position that entails providing exceptional customer service to families and other stakeholders. The successful candidate will be responsible for maintaining accurate records, processing payments, and supporting Centre Directors and staff...
-
Client Manager
1 week ago
Wollongong City Council, Australia Aon Full timeYou will be joining a high performing team with excellent growth opportunitiesYour established market presence will be essential for successPosition will suit someone who is results orientedThe Opportunity:We are seeking a Client Manager to join our Wollongong Team which specialises in the delivery of best-in-class risk management solutions for premier...
-
Client Services Manager
4 weeks ago
Wollongong, New South Wales, Australia Illawarra Mercury Full timeClient Services Manager Our client, leading Mortgage Brokerage is looking for a Post Settlement Client Services Manager to champion client care beyond the transaction. This is a relationship focused role where your mission is to retain and nurture our existing clients through exceptional service, thoughtful follow-up, and proactive solutions. Your focus will...
-
Client Relationship Manager
2 weeks ago
Wollongong City Council, Australia beBeeCustomerService Full time $45,000 - $65,000The client relationship manager will deliver exceptional customer service and administrative support to families and staff. Main Responsibilities:Deliver first-class customer service to families and stakeholdersMaintain accurate family records and accountsProcess payments and monitor account activitySupport centre directors and staff with queriesProvide...
-
Registered Nurse
7 days ago
Wollongong, New South Wales, Australia Client Care First Full time $90,000 - $120,000 per yearClient Care First is a locally owned, NDIS registered provider with over five years of experience in delivering high-quality services to individuals with disabilities and aged care needs.We are currently seeking a Registered Nurses: Part-time position (2-3 days availability)Why Join Client Care First?Be part of a dedicated and compassionate...
-
Client Services Coordinator
2 weeks ago
Logan City, Queensland, Australia Creative Respite & Community Services Full time $31,000 - $41,000 per yearPosition: Client Services Coordinator Lead SupervisorPosition Title: Client Services Coordinator Lead SupervisorReports To: Clinical and Operations Manager and CEO DirectorLocation: Springwood, with Community travel requiredEmployment Type: Part Time (4 days/week with possibility to extend to 5 days in future)Position OverviewThe Client Services Coordinator...
-
Client Service Operations Manager
2 weeks ago
Wollongong, New South Wales, Australia beBeeCustomer Full time $70,000 - $85,000Job Summary:We are seeking a highly skilled and experienced Client Care Manager to oversee the coordination of bookings, client assistance, and team mentorship.Key Responsibilities:Coordinate and schedule bookings with the public and vet clinicsAssist clients who bring pets to our premisesMentor direct reportsManage escalated customer enquiriesSet Key...