Client Services Officer (Melbourne)

Client Services Officer (Melbourne)

About the Organisation
Our client is a respected and long-standing financial services business with a strong reputation for integrity, innovation, and community. They’re passionate about delivering genuine value to their members and fostering a culture where collaboration, care, and accountability are at the core of everything they do.

About the Role
As a Client Service Officer, you’ll play a key role in supporting customers and members, ensuring their experience is seamless, professional, and empathetic. You’ll handle a mix of client interactions, application and claims processing, and administrative support — all while working closely with an experienced and supportive team that values initiative and precision.

This is a great opportunity for someone who thrives in a structured yet people-first environment and wants to make a genuine impact in their day-to-day work.

Key Responsibilities

- Deliver exceptional customer service and general advice to clients and members
- Process applications, claims, and policy transactions accurately and efficiently
- Manage inbound and outbound communications with care and professionalism
- Maintain detailed and compliant member records
- Collaborate with Sales, Marketing, and Finance teams on key projects and initiatives




- Support process improvement and contribute to team success

About You
You’re proactive, detail-oriented, and naturally people-focused. You take pride in your work and enjoy being part of a team-oriented, values-driven team.

You’ll bring:

- Previous experience in financial services, insurance, or a regulated industry
- Excellent communication and interpersonal skills
- Strong attention to detail and organisational skills
- Experience using CRM systems and Microsoft Excel
- A genuine desire to provide exceptional service and uphold integrity

Why You’ll Love It

- Supportive, people-first team culture with approachable leaders
- Opportunity to be part of a business that truly gives back
- Stability and long-term career potential within financial services
- A role where your contribution is seen and valued every day

How to Apply
If you’re passionate about delivering exceptional service and want to work somewhere that truly values its people — we’d love to hear from you.

Apply now or reach out to Nick Farasopoulos at Morgan Consulting for a confidential chat.
*************@morganconsulting.com.au

📌 Client Services Officer (Melbourne)
🏢 Morgan Consulting
📍 Melbourne