Client Relationship Officer

1 month ago


Sydney, Australia ScotPac Full time

Banking & Finance
Client Services

We're on the hunt for fresh talent, with a hunger for learning, a curious mindset and appetite for growth to join us as a Client Relationship Officer.

Our Purpose

We are on a big journey at ScotPac pushing the boundaries of SME lending. We started our journey over 30 years ago with a very relationship focused approach helping the SME market with their cashflow requirements. Customer relationships remains in our DNA.
We want to make it even easier for businesses to obtain the finances that they need to thrive and grow in today’s marketplace with disruptive experiences and products.

How you'll make an impact:
In this role, you will use your passion for building relationships and delivering solutions to support the Client Relations team in delivering the best possible service to our clients.
You will anticipate clients’ needs and provide appropriate financial solutions to give our clients every chance of success.

What you'll do:

- Conduct accurate verification calls to perform due diligence on client’s debtor accounts to support our lending
- Monitor risk by detecting and rectifying potential client breaches of policy
- Be a part of the lending process and carry out risk assessments
- Assist the Client Relations team with monthly portfolio reviews
- Support the credit review process

What you’ll bring with you:

- A passion for customer service excellence
- Previous experience in a similar role or experience within the financial services industry would be ideal
- Accounting / Finance background preferred
- High attention to detail
- Strong ability to work as a member of a team
- Excellent communication skills both verbal and written
- Strong numeracy and financial analysis skills
- Excellent time management and prioritization skills
- Excellent level of initiative and problem-solving skills
- Strong knowledge of Microsoft Word, Excel and Outlook

What We Bring:

- We support all types of flexible working that allow you to balance your work, your life and your passions.
- Wellness benefit centered around your physical, mental, financial and social health including a $299 allowance to spend on your health each year.
- Birthday leave.
- Leave incentive policy
- Mental Health Relief Day.
- Paid Parental Leave
- Collaborative and inclusive culture - everyone is friendly and happy to help.
- Support of ongoing professional development and professional certifications.
- Charity events with all donations doubled by the company + 2 days volunteer leave per year

Our clients come from all walks of life and so do we. A key foundation at ScotPac is respect and care and this is true no matter your background. We believe diversity makes our thinking stronger and our company greater. If this aligns with your foundations, we’d love to hear from you.



  • Sydney, New South Wales, Australia Client Full time

    About WavemakerWe are a media, content, and technology agency that positively provokes growth for our clients. With a presence in Australia and New Zealand, we have over 250 people working across six offices.


  • Sydney, New South Wales, Australia Client Full time

    OverviewWavemaker is a global media agency that believes there is always a better way to grow. Our mission is to positively provoke growth for our clients, people, and partners by shaping decisions and experiences through media, content, and technology.We are part of GroupM and WPP, the largest media buying alliance and marketing communications group in the...


  • Sydney, Australia eToro Full time

    eToro has created an intuitive Social Trading platform that gives traders and investors access to global stock markets, commodity trading, cryptocurrency trading, and more. We strive to make money management available and accessible to everyone (even to users with no prior experience or knowledge). We have over 33 million users worldwide, and our platform is...


  • Sydney, New South Wales, Australia Client Full time

    Unlock Career Growth as a Marketing Growth StrategistWe are seeking an experienced and driven Marketing Growth Strategist to join our team. As a key member of our client-facing team, you will be responsible for developing and executing marketing strategies that drive business growth and profitability.In this role, you will work closely with our clients to...


  • Sydney, Australia Equity Trustees Full time

    Are you passionate about building strong client relationships and managing diverse portfolios? In this client-focused role, you will manage a wide range of compensated clients, ensuring their financial needs are met and their investment portfolios are effectively overseen in collaboration with their financial advisers. As a dedicated Relationship Manager,...


  • Sydney, Australia Link Group Full time

    **Client Relationship Manager - 12-month Fixed Term Contract** **Overview**: As a Client Relationship Manager (CRM), your role is pivotal in delivering on Link Market Services Limited's (Link) commitment to understanding, anticipating, and managing the needs and expectations of our clients. This 12-month fixed-term contract, covering a period of maternity...


  • Sydney, Australia Link Group Full time

    **About Us**: At Link Market Services Limited (Link), we are dedicated to understanding, anticipating, and managing the needs and expectations of our clients. As a Client Relationship Manager (CRM), you'll play a vital role in ensuring maximum revenue potential while maintaining strong relationships with our clients and their investors. **Role...


  • Sydney, Australia Flywire Full time

    **Company Description** Are you ready to trade your job for a journey? Become a FlyMate!** Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we’re on a mission to deliver the world’s most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform,...


  • Sydney, New South Wales, Australia OMD Australia Full time

    Account Manager Role at OMD AustraliaThis is a key opportunity to join one of the leading media companies in Australia, as they continue to grow rapidly.As an Account Manager, you will play a crucial role in delivering high-quality results across your client patch, working closely with a talented team.Key Responsibilities:Collaborate with strategists and...


  • Sydney, Australia Stake Full time

    Client Relationship Manager Stake is looking for a Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). We're an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global...


  • Sydney, New South Wales, Australia The Creative Store Full time

    Unlock Career OpportunitiesWe are seeking an experienced Client Relationship Manager to join our innovative team at The Creative Store in Marrickville, Sydney.About the RoleThis is a hybrid working role that offers a unique blend of client management and internal team collaboration. As a Client Relationship Manager, you will play a key role in supporting our...


  • Sydney, Australia LEAP Legal Software Full time

    **_“When you believe in the power of LEAP, it’s easy to help our network of lawyers believe too.”_**: **CLIENT RELATIONSHIP MANAGER, Sydney Australia**: - Our Client Relationship Managers ensure long-term retention of our clients, maximising their satisfaction of, and loyalty to LEAP. - Work for a Culture that values its Employees - Full-time,...


  • Sydney, Australia Ashurst LLP Full time

    **The Opportunity**: Our Client Growth & Innovation team plays an integral part of the Firm's growth strategy driving the development and performance of the Strategic Client Portfolio (Priority Clients Program). A newer pillar within Clients, Markets and Growth function, this department represents a true focus on transformation to the way the firm manages...


  • Sydney, New South Wales, Australia The Creative Store Full time

    About The Creative Store">The Creative Store is a unique group of companies, operating as one, specialising in transforming ideas into innovative and immersive brand experiences. Located in Sydney, they are looking for an experienced Client Relationship Specialist to support their clients and internal teams. This role offers a hybrid working environment....


  • Sydney, Australia Stake Full time

    Stake is looking for a Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). We're an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Anton Murray Consulting is a leading recruitment agency in Sydney, offering permanent opportunities for experienced professionals.A competitive salary of $65,000 - $80,000 per annum reflects the agency's commitment to attracting top talent in the finance industry.About the RoleThis Client Services Associate position involves providing dedicated support to...


  • North Sydney, Australia PassportCard Full time

    **Client Services Associate / B2B Customer Service Rep** - New North Sydney office with amazing views - Incredible company culture - Career progression opportunities, fast growing company - Competitive Salary + Super + STI up to 10% of Base Salary - Wonderful employee experience program - Full product training provided to ensure you are set up for...


  • Sydney, New South Wales, Australia Reveal Full time

    Job Overview\helpers provide exceptional support to clients in leveraging Reveal's software platform to its full potential. Collaborating closely with the client, you'll identify areas for improvement and develop tailored strategies to drive product adoption. As a key member of the Client Success team, your primary objective is to foster strong relationships...


  • Sydney, Australia Talent International Full time

    australia sydney permanent au$115000 - au$120000 per annumOur Client is an established Wealth Management company currently seeking a skilled Client Relationship Manager to join their team in a full time position. This position offers a challenging but rewarding workplace and opportunity. Working closely with clients and stakeholders. **In this role you...


  • Sydney, Australia Cushman & Wakefield Full time

    **Job Title** Portfolio Client Relationship Manager **Job Description Summary** As a Portfolio Client Relationship Manager, you will be the critical point of contact for Property & Development NSW (PDNSW) and associated client agencies. In this role, you’ll balance client engagement, problem solving, and operational excellence while contributing to a...