
Client Services Officer
4 weeks ago
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- Fun, collaborative and down to earth culture
- Career progression from day one
- Fun, collaborative and down to earth culture
Headquartered in Melbourne, this leader in financial services and wealth has grown significantly over the past nine years to become a globally recognised brokerage firm. By fostering a culture that blends deep financial expertise with professional service excellence, the organisation is building a bridge between modern financial solutions and traditional wealth management.
Job Description- Deliver prompt, friendly, and professional support via chat, phone, and email
- Assist clients with inquiries, troubleshooting, and understanding the firm's platform and operational processes
- Collaborate with brokers, associates, and internal teams to execute transactions
- Monitor and facilitate client transactions to ensure a seamless experience
- Resolve complex client cases in collaboration with cross-functional teams
- Document and track customer interactions using tools such as Zoom Phone, Intercom, Slack, Asana, and Salesforce
- Triage internal support tickets and assist in debugging product-related issues
- Contribute to the continuous improvement of client support processes
- Build and maintain long-term client relationships based on trust and satisfaction
- Excellent written and verbal communication skills in English
- Strong problem-solving and analytical abilities with attention to detail
- Ability to multitask and thrive in a fast-paced environment
- Empathy, patience, and a client-first mindset
- Familiarity with tools like Zoom Phone, Intercom, Slack, Asana, and Salesforce is preferred (training provided)
- A modest understanding of financial markets and infrastructure is preferred but not essential
The ideal candidate may already be working within customer services or come from a background where their skills are highly transferable. They will excel at building long-term relationships, fostering trust and satisfaction, and demonstrating a passion for delivering exceptional service. This is a unique opportunity to contribute to the growth of a high-performing organisation that values results, outcomes, and most importantly people.
What's On Offer- Learn from a team of experienced financial services professionals
- Ongoing training and development opportunities supported by leadership
- Competitive salary package with performance-based incentives and growth potential
- Access to cutting-edge technology and market insights
- A collaborative and supportive team culture
Contact: Leasha Adaway
Quote job ref: JN-082025-6810432Seniority level- Seniority levelEntry level
- Employment typeFull-time
- Job functionFinance and Sales
- IndustriesFinancial Services, Accounting, and Banking
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