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 opportunity 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 current 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 - Client Services (Melbourne)
🏢 TwoScots Recruitment
📍 Melbourne