About the Company

Our client is a well-established and fast-growing finance and insurance brokerage based between the CBD and North Melbourne, the business has built a strong reputation for delivering smart, tailored finance solutions across a broad range of industries particularly in the equipment and vehicle finance space.

The office culture is fast-paced but supportive, with a collaborative team of down-to-earth professionals. There’s a strong focus on long-term growth and career development. For the right candidate, this role is a launchpad into a long-term broking career.

Why You'll Love Working Here

Discretionary Commissions – Recognised and rewarded for your efforts

Company Car – Drive a fully maintained Ford Wildtrak

Genuine Career Progression – Begin in an administrative/client support role and transition into a finance broker position

Supportive Mentorship – Learn directly from senior brokers with decades of industry experience

Tight-Knit Team Culture – Friendly, respectful, and highly collaborative environment

Prime Location – Convenient North Melbourne office with parking and public transport nearby

Varied Work – Every day brings new clients and new challenges to solve

About the Role

This is an exciting opportunity to join the business as a Client Relationship Manager, where you’ll play a pivotal role in delivering an outstanding client experience while gaining valuable exposure to the finance and broking world.

As the first point of contact for clients, you’ll help guide them through the finance process from initial enquiry through to settlement. You’ll also support the team behind the scenes by managing key administrative functions, liaising with lenders, and maintaining accurate records in the CRM.

This role is ideal for someone who’s proactive, organised, and excited about building a career in finance. You’ll receive structured on-the-job training with the intention of progressing into a broker role over time. Monday to Friday (early Friday finishes if working the occasional Saturday shift, 10am–2pm)

Key Responsibilities

Respond to inbound client enquiries via phone and email

Guide clients through each step of their loan or finance application

Liaise with lenders and finance brokers to coordinate applications and settlements

Prepare, collect, and verify documents for finance applications

Accurately maintain client files and update CRM records

Follow up on warm leads and re-engage previous clients

Ensure compliance requirements are met across all documentation

Assist with quoting, insurance requests, and general office support

What You'll Bring

A genuine interest in finance, lending, and building a broking career

Experience in administration or customer service roles (preferred but not essential)

Strong attention to detail and confidence working with financial documents

Excellent verbal and written communication skills

A proactive mindset with the ability to prioritise and multitask

A team-first attitude and eagerness to learn

Tech-savvy and confident using CRMs or workflow tools

Apply Now

If you're looking to launch a career in finance, thrive in a supportive team, and want room to grow—this is the role for you.

Apply today or send your resume and cover letter to [email protected].
Confidential enquiries welcome.