The Client Success Officer role in the financial services industry involves supporting clients with their needs and ensuring seamless service delivery. This full-time, permanent position is based in Cremorne and offers a fantastic opportunity to contribute to a growing and professional team.

Client Details

Headquartered 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.

Description

• Deliver prompt, friendly, and professional support via chat, phone, and email
• Assist clients with inquiries, troubleshooting, and understanding the firm's platform and operational processes
• Collaborate with brokers, associates, and internal teams to execute transactions
• Monitor and facilitate client transactions to ensure a seamless experience
• Resolve complex client cases in collaboration with cross-functional teams
• Document and track customer interactions using tools such as Zoom Phone, Intercom, Slack, Asana, and Salesforce
• Triage internal support tickets and assist in debugging product-related issues
• Contribute to the continuous improvement of client support processes
• Build and maintain long-term client relationships based on trust and satisfaction

Skills

• Excellent written and verbal communication skills in English
• Strong problem-solving and analytical abilities with attention to detail
• Ability to multitask and thrive in a fast-paced environment
• Empathy, patience, and a client-first mindset
• Familiarity 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 essential

Profile

The 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.

Job Offer

• Learn from a team of experienced financial services professionals
• Ongoing training and development opportunities supported by leadership
• Competitive salary package with performance-based incentives and growth potential
• Access to cutting-edge technology and market insights
• A collaborative and supportive team culture

If you are passionate about client service and are eager to grow in the financial services industry, we encourage you to apply today!

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Leasha Adaway.