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



with the ability to explain and convey complex information clearly
A proactive and solutions-focused mindset – someone who enjoys problem-solving and making processes more efficient for the benefit of the team
Excellent organisational skills – the ability to multitask and manage high volumes of client interactions at once amongst multiple brokers
Strong attention to detail – ensuring accuracy in all client interactions and documentation
A genuine passion for helping people and delivering a positive and consistent client experience
Seniority: Entry level
Employment type: Full-time
Job function: Business Development and Sales
Perks
A positive and team-oriented work culture where your contributions are valued
Flexible working arrangements to support work-life balance
Opportunities for training and professional development within the business
The chance to work for a growing business that is making a real impact in the finance space
Apply
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 ******.
To learn more about Zella Money and our team, follow us on Instagram
@zellajourney
or visit our website

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#J-*****-Ljbffr

📌 Client Service Manager (Melbourne)
🏢 Zella
📍 Melbourne