Job Description

Overview

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At Zella Money, we're redefining mortgage broking, making finance simple, accessible, and tailored to each client's needs. We're a team of passionate experts dedicated to delivering exceptional service and financial solutions that empower Australians to achieve their property goals.

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We're looking for a Client Service Manager (CSM) to join our team and be a reliable touch point for our clients. This role is all about delivering outstanding client experiences, ensuring every interaction is smooth, supportive, and solutions-focused. If you love working with people, thrive in a fast-paced environment, and want to make a real impact, we'd love to hear from you.

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Responsibilities

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- Communicating with clients following their broker meeting, collecting information and documents, and being a point of contact for clients throughout their journey
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- Managing communication between clients, brokers, and lenders to ensure a smooth experience from submitting loan applications through to formal approval
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- Providing updates on loan applications and ensuring clients are informed at every stage and kept in the loop at all times
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- Identifying opportunities to improve internal processes and elevate the client experience
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- Supporting the broader team with administrative tasks and client-related projects
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Qualifications

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- Strong communication skills – both written and verbal,



with the ability to explain and convey complex information clearly
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- A proactive and solutions-focused mindset – someone who enjoys problem-solving and making processes more efficient for the benefit of the team
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- Excellent organisational skills – the ability to multitask and manage high volumes of client interactions at once amongst multiple brokers
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- Strong attention to detail – ensuring accuracy in all client interactions and documentation
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- A genuine passion for helping people and delivering a positive and consistent client experience
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- Seniority: Entry level
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- Employment type: Full-time
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- Job function: Business Development and Sales
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Advantages

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- A positive and team-oriented work culture where your contributions are valued
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- Flexible working arrangements to support work-life balance
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- Opportunities for training and professional development within the business
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- The chance to work for a growing business that is making a real impact in the finance space
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Apply

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If this sounds like the perfect role for you, we'd love to hear from you. Please send your resume and cover letter to Victoria Devine at [email protected].

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To learn more about Zella Money and our team, follow us on Instagram @zellajourney or visit our website www.zella.com.au.

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📌 Client Service Manager (Victoria)
🏢 Zella
📍 Victoria