Client Services Officer

1 week ago


Melbourne, Australia Lotus People Full time

**$40ph + Super; 6-month temp role - likely to extend**:

- **Stunning new offices, central Melbourne location - hybrid wfh model**

**The Company**
Lotus People has partnered with this global fintech organisation many times and can attest to the incredible culture that it is renowned for. You will be part of a collaborative, supportive team who take their jobs seriously, but not themselves. Based in central Melbourne, you will enjoy the flexibility of a hybrid work model, with wfh opportunities once out of training.

**The Role**
This is not your standard client services role Join the sales team and manage end-to-end projects, be your client's advocate, work toward deadlines, and manage internal and external stakeholders all whilst building strong customer relationships.

6-month temporary role, immediate start with a high chance of extension. Work in the office full time initially whilst in training, with work-from-home flexibility once you have been fully trained and have all of the tools needed to excel in this role.

**DUTIES**
- Manage outbound and inbound calls to your allocated clients
- Coordinate and manage a variety of projects at any one time
- Stakeholder management - both internal and external
- Collaborate with internal teams to work towards the same common goal
- Provide high-level customer service
- Update the database and multiple systems
- Work towards set targets and KPIs
- Hold weekly meetings to update your clients on project timelines
- Act as an escalation point for customer issues
- Work with the finance team to ensure accurate invoicing
- Administration and ad-hoc duties as required
- Monday - Friday; 9am - 5pm - full-time role

**SKILLS & EXPERIENCE**
- Recent experience with stakeholder management is a must
- Experience within the banking or financial services space is desirable
- Excellent written & verbal communication skills
- An understanding of KYC processes and regulations is desirable
- Immediate availability with the capacity to work for 6 months and extend past this time
- Incredible new offices and wonderful, inclusive, team culture
- Globally recognised organisation - a great one for your resume

In summary, if you enjoy a combination of customer service, project coordination and administration then this is the role for you. You will work closely with many different departments and stakeholders, whilst also having the benefit of working autonomously.



  • Melbourne City Centre, Australia Court Services Victoria Full time

    Court Services Victoria provides corporate services and facilities to support the performance of the judicial, quasi-judicial and administrative functions of Victoria's courts and tribunal, Judicial College and Judicial Commission. Collectively, Victoria's Supreme, County, Magistrates', Children's, and Coroners courts, the Victorian Civil and Administrative...


  • Melbourne City Centre, Australia Court Services Victoria Full time

    Court Services Victoria provides corporate services and facilities to support the performance of the judicial, quasi-judicial and administrative functions of Victoria's courts and tribunal, Judicial College and Judicial Commission. Collectively, Victoria's Supreme, County, Magistrates', Children's, and Coroners courts, the Victorian Civil and Administrative...


  • Melbourne City Centre, Victoria, Australia Court Services Victoria Full time $60,000 - $100,000 per year

    Court Services Victoria provides corporate services and facilities to support the performance of the judicial, quasi-judicial and administrative functions of Victoria's courts and tribunal, Judicial College and Judicial Commission.Collectively, Victoria's Supreme, County, Magistrates', Children's, and Coroners courts, the Victorian Civil and Administrative...


  • Melbourne, Australia ACS Property Services Full time

    About us ACS Property Services is a leading cleaning service provider across Australia, committed to excellence. Founded in 2007, our national footprint now spans 1000+ client sites and employs over 800 staff. Our company values revolve around being customer-centric, constantly innovating, and fostering a spirit of unity – where we work as one team, one...


  • Melbourne, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Melbourne office. Day to day, you will support our Advisers and ensure...


  • Melbourne, Victoria, Australia Access Business Centres Full time $45,000 - $65,000 per year

    Client Services OfficerInner city serviced office business is now seeking a mature and very experienced client services officer to take on a key front line role for this highly successful and long standing operation. The role involves all aspects of a frontline serviced office operation including the following:Centre opening and closure on a daily basisFront...


  • Melbourne, Australia Moore Stephens Full time

    **Melbourne**: **Service/Department**: **Wealth Management**: **Sector**: **Accounting**: **Job type**: **Full Time**: **Description**: Moore Australia (Vic) have an exciting opportunity for an experienced Client Services Officer to join our supportive Wealth Management team. Our self-licenced Wealth Management division of Moore Australia (Vic) provide a...


  • Melbourne, Victoria, Australia Loan Market Full time $75,000 per year

    Are you organised, proactive, and ready to play a key role in a busy, high-performing mortgage broking team? Loan Market Razor is looking for a Client Service Officer to join our St Kilda office and support multiple brokers in delivering exceptional client experiences.About UsAt Loan Market Razor, we simplify navigating the property market, helping our...


  • Melbourne, Australia Lonsec Full time

    **We’re looking for a Client Services Officer to join our Client Services team in Melbourne. This is a permanent, full-time role offering a flexible hybrid work arrangement.** **About Lonsec** Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep...


  • Melbourne, Victoria, Australia Your Community Health Full time

    About the Client Services Officer roleThe Client Services Officer, reporting to the Access Leads, plays a key role in creating an outstanding first impression for our clients.In this casual role, you'll manage reception, coordinate appointments and maintain client records, all while building meaningful connections through friendly, professional...