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 chance 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 (Melbourne)
🏢 TwoScots Recruitment
📍 Melbourne