Join to apply for the Client Services Officer role at Michael Page2 days ago Be among the first 25 applicantsJoin to apply for the Client Services Officer role at Michael PageGet AI-powered advice on this job and more exclusive features.Fun, collaborative and down to earth cultureCareer progression from day oneFun, collaborative and down to earth cultureAbout Our ClientHeadquartered 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 DescriptionDeliver prompt, friendly, and professional support via chat, phone, and emailAssist clients with inquiries, troubleshooting, and understanding the firm's platform and operational processesCollaborate with brokers, associates, and internal teams to execute transactionsMonitor and facilitate client transactions to ensure a seamless experienceResolve complex client cases in collaboration with cross-functional teamsDocument and track customer interactions using tools such as Zoom Phone, Intercom, Slack, Asana, and SalesforceTriage internal support tickets and assist in debugging product-related issuesContribute to the continuous improvement of client support processesBuild and maintain long-term client relationships based on trust and satisfactionSkillsExcellent written and verbal communication skills in EnglishStrong problem-solving and analytical abilities with attention to detailAbility to multitask and thrive in a fast-paced environmentEmpathy, patience, and a client-first mindsetFamiliarity 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 essentialThe Successful ApplicantThe 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 OfferLearn from a team of experienced financial services professionalsOngoing training and development opportunities supported by leadershipCompetitive salary package with performance-based incentives and growth potentialAccess to cutting-edge technology and market insightsA collaborative and supportive team cultureIf you are passionate about client service and are eager to grow in the financial services industry, we encourage you to apply today
Contact: Leasha AdawayQuote job ref: JN-082025-6810432Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesFinancial Services, Accounting, and BankingReferrals increase your chances of interviewing at Michael Page by 2xSign in to set job alerts for "Client Services Officer" roles.Sydney, New South Wales, Australia A$75,022.00-A$81,775.00 3 days agoMillers Point, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 weeks agoCustomer Service Specialist - Part-Time Fixed-Term ContractSydney, New South Wales, Australia 2 days agoParramatta, New South Wales, Australia 1 week agoSydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 10 hours agoSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 3 days agoEmployee Experience & Office Coordinator | Sydney HQSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoClient Service Officer | South West SydneyCorporate Front of House Coordinator - 18 Month ContractNorth Sydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 1 day agoNorth Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 1 day agoParramatta, New South Wales, Australia A$70,000.00-A$90,000.00 1 week agoSydney, New South Wales, Australia 7 months agoSydney, New South Wales, Australia 1 month agoWe're unlocking community knowledge in a new way.
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