Our client is a leading consultancy working within the Financial Services Industry looking to engage a Customer Engagement Specialist on a contract basis. This is an on-site role based in Docklands, focused on strengthening client relationships and driving high-impact engagement initiatives across banking and insurance.
The Opportunity
As the Customer Engagement Specialist, you'll play a key role in shaping and delivering customer and market engagement strategies across priority accounts. You'll blend strategic planning, event management, internal communications, and client engagement to ensure consistent, high-quality experiences for stakeholders and customers.
Key Responsibilities
FSI Engagement & Strategy
Partner with FSI sales teams to drive regular engagement across accounts, aligned to priorities and activities
Co-develop and execute customer and market engagement strategies, including targeted activations and account-based initiatives
Support high-impact account engagement across key FSI clients (banking and insurance)
Sales Plays & Content Development
Coordinate the delivery of sales plays with strong project management across stakeholders
Collaborate with marketing and subject matter experts to create compelling, industry-relevant messaging
Customer Messaging & Campaigns
Design and execute targeted engagement campaigns with marketing, practice teams and SMEs
Tailor messaging for the FSI market across channels
Support content development for newsletters, social media and client communications




Event Management
Plan and deliver internal and external events aligned to engagement objectives (e.g., customer roundtables, industry events, networking and client partnership events)
Manage end-to-end logistics, stakeholder coordination and post-event follow-up
Internal Communications
Lead internal engagement activities (town halls, workshops, newsletters)
Support and coordinate ongoing social media presence with the broader team
Ensure consistent communication of initiatives, updates and successes across the business
Client Engagement Materials
Develop executive-level client presentations and engagement materials
Support senior stakeholders to articulate value propositions across FSI solutions and services
Contribute to customer-facing collateral that supports deal progression
Sales Enablement
Support sales teams and practice partners with tools, collateral and enablement assets
Create reusable materials tailored to FSI opportunities and client conversations
Collaborate with internal and external partners to strengthen sales effectiveness
What You'll Bring
Bachelor's degree in
Marketing, Business, Communications
or a related field
3-5+ years' experience
in customer engagement, marketing, event management or a related role within
Financial Services (banking and/or insurance)
Proven ability to manage multiple initiatives and deliver in a fast-paced, stakeholder-heavy setting
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📌 Customer Engagement Specialist (Melbourne)
🏢 Talent
📍 Melbourne