Client Relationship Manager | Finance Brokerage
Full-Time | North Melbourne | $70K + Super | Company Car

About the company
A Melbourne-based finance and insurance brokerage firm offering tailored solutions to individuals and businesses across Australia. Specialising in equipment finance, vehicle loans, and insurance broking, the company provides streamlined services designed to simplify complex financial processes.

Why You’ll Love It

• Discretionary commissions
• Company car included (Ford Wildtrak)
• Room to grow: Start in admin and build toward becoming a broker
• Collaborative, down-to-earth team culture
• Supportive onboarding and mentorship from experienced finance professionals
• Convenient North Melbourne location with parking and public transport access

About the Role
We’re seeking a proactive and confident Client Relationship Manager to join a growing finance brokerage specialising in equipment lending—with a strong presence in the equipment finance space.

This newly created role is perfect for someone eager to build a career in finance. You’ll be the first point of contact for clients, supporting them throughout the loan process while managing key admin tasks and liaising with brokers and lenders. This is a full-time role based in North Melbourne, with occasional Saturday shifts (10am–2pm) and early Friday finishes if working on a Saturday. You'll work closely with a small, dynamic team and receive training designed to support your long-term growth, with the goal of stepping into a broker role in future.

Key Responsibilities

• Be the primary contact for clients, supporting them throughout their loan or finance journey
• Build and maintain strong, professional relationships that encourage repeat business
• Liaise with brokers, lenders, and stakeholders to ensure smooth application handling
• Follow up proactively on leads and ensure clients are kept informed
• Handle general admin tasks and document management with accuracy
• Maintain client records in the CRM and ensure compliance with regulations
• Support the team in daily operations

What You’ll Bring

• An interest in finance and brokering career
• Some admin or customer-facing work experience preferred
• High attention to detail and strong organisational skills
• Fast-paced, confident, and eager to learn
• Professional communication skills and a positive, team-oriented mindset
• Interest in growing a long-term career in finance and lending

Apply Now
If you’re ready to kickstart your career in finance and want to join a close-knit, high-performing team—apply today or send your resume to [email protected].