Salary: $70,000 - $78,000 + Super
Location: St Kilda Road, Melbourne
Work Arrangement: Hybrid | 2 days in the office per week
Accounts Assistant - Client Services
Salary: $70,000 - $78,000 + Super
Location: St Kilda Road, Melbourne
Work Arrangement: Hybrid | 2 days in the office per week
ABOUT THE ROLE
An exciting opportunity has become available for a motivated Client Services Officer to join a growing financial services organisation providing funding and cashflow solutions to Australian businesses.
Working closely with the Client Relationship and Operations teams, you will support clients with their day-to-day funding requirements while developing specialist skills in commercial finance. This varied role combines customer service, administration, transaction processing and account reconciliations.
With structured training and a pathway into senior operational and client relationship roles, this is an excellent opportunity for someone looking to build a long-term career in financial services.
RESPONSIBILITIES
- Deliver responsive customer service via phone and email, resolve enquiries and build strong client relationships
- Review and process funding requests, validate invoices and supporting documentation, and accurately record transactions
- Allocate incoming payments, investigate unallocated receipts and assist with account reconciliations
- Support client and debtor onboarding, including preparing documentation and assisting with settlement activities
- Maintain accurate client records, compliance information and internal databases, and assist with credit applications and reporting
- Work closely with the Client Relationship and Operations teams to monitor accounts, follow up outstanding information and improve processes
ABOUT YOU
- Previous experience in customer service, administration, banking, finance, recruitment, payroll or accounts receivable
- Strong written and verbal communication skills with a client-focused approach
- Excellent attention to detail and a commitment to accuracy
- Strong organisational skills and the ability to manage competing priorities
- A proactive approach to problem-solving and a willingness to learn
- Intermediate Microsoft Office skills and confidence learning new systems
- Experience in lending, invoice finance, reconciliations, credit or debtor management will be highly regarded
CULTURE & BENEFITS
- $70,000 - $78,000 + Super
- Hybrid working arrangement with 2 days in the office per week
- St Kilda Road location
- Supportive and collaborative team environment
- Structured training across funding, settlements, credit, compliance and client relationship management
- Clear development pathway into senior operational and client relationship roles
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Accounts Assistant - Client Services in Melbourne employer: TwoScots Recruitment
As a leading provider of innovative funding solutions in the heart of Sydney CBD, this organisation offers a dynamic and supportive work environment where Client Managers can thrive. With a competitive salary package, hybrid working arrangements, and a strong focus on employee development, you will have the opportunity to build meaningful relationships with clients while contributing to their sustainable growth. Join a collaborative team that values excellence in service and continuous improvement, making it an ideal place for professionals seeking rewarding careers.
