Overview
At Zella Money, we're redefining mortgage broking, making finance simple, accessible, and tailored to each client's needs. We're a team of passionate experts dedicated to delivering exceptional service and financial solutions that empower Australians to achieve their property goals.
We're looking for a Client Service Manager (CSM) to join our team and be a reliable touch point for our clients. This role is all about delivering outstanding client experiences, ensuring every interaction is smooth, supportive, and solutions-focused. If you love working with people, thrive in a fast-paced environment, and want to make a real impact, we'd love to hear from you.
Responsibilities
* Communicating with clients following their broker meeting, collecting information and documents, and being a point of contact for clients throughout their journey
* Managing communication between clients, brokers, and lenders to ensure a smooth experience from submitting loan applications through to formal approval
* Providing updates on loan applications and ensuring clients are informed at every stage and kept in the loop at all times
* Identifying opportunities to improve internal processes and elevate the client experience
* Supporting the broader team with administrative tasks and client-related projects
Qualifications
* Strong communication skills – both written and verbal, with the ability to explain and convey complex information clearly
* A proactive and solutions-focused mindset – someone who enjoys problem-solving and making processes more efficient for the benefit of the team
* Excellent organisational skills – the ability to multitask and manage high volumes of client interactions at once amongst multiple brokers
* Strong attention to detail – ensuring accuracy in all client interactions and documentation
* A genuine passion for helping people and delivering a positive and consistent client experience
* Seniority: Entry level
* Employment type: Full-time
* Job function: Business Development and Sales
Benefits
* A positive and team-oriented work culture where your contributions are valued
* Flexible working arrangements to support work-life balance
* Opportunities for training and professional development within the business
* The chance to work for a growing business that is making a real impact in the finance space
Apply
If this sounds like the perfect role for you, we'd love to hear from you. Please send your resume and cover letter to Victoria Devine at .
To learn more about Zella Money and our team, follow us on Instagram @zellajourney or visit our website www.zella.com.au.
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