Company Description Lowe Financial Group (LFG), established in 1986, is a specialist risk advisory firm focused on life insurance, income protection, trauma cover, total and permanent disability, shareholder buy/sell, and business succession planning. The company provides tailored advice to individuals and businesses and works closely with over 20 leading financial planners, accountancy practices, mortgage specialists, and legal firms across Australia. LFG is highly regarded by the insurance industry and has formed partnerships with major insurers, helping shape products and the future of the sector. The firm’s advisers and support team emphasize quality advice, advanced technology, and efficient claims assistance to protect clients’ income, family, and lifestyle. LFG also supports the professional growth of new advisers through mentoring and career development programs. Role Description The Client Services Officer is a full-time, on-site role based in Mordialloc, VIC. This role is responsible for providing proactive, professional support to clients, including responding to inquiries, managing documentation, and ensuring smooth processing of applications and claims. The position involves coordinating with advisers and insurer partners, maintaining accurate records, and preparing client communications and follow-up reminders. The Client Services Officer will help manage client reviews,



monitor service requests to ensure timely resolution, and contribute to continuous improvement of client service processes. This role requires a strong focus on client satisfaction, attention to detail, and the ability to work effectively within a team-oriented advisory team. Qualifications
• Candidates should possess strong Client Services and Customer Support skills, with a focus on delivering responsive, high-quality service.
• Candidates should possess excellent Interpersonal Skills and Communication abilities to build trust and maintain professional client relationships.
• Candidates should possess a commitment to Customer Satisfaction, including proactive follow-up and issue resolution.
• Candidates should possess solid organizational and time-management skills, with high attention to detail and accuracy in documentation.
• Relevant experience in financial services, insurance, or professional services environments is highly beneficial.
• Competence with CRM systems and standard office software (e.g., Microsoft Office) is preferred.
• Ability to work effectively in an on-site team environment and handle confidential information with discretion.
• Formal qualifications in business, finance, administration, or a related field are advantageous but not mandatory.

📌 Client Services Officer (Melbourne)
🏢 Lowe Financial Group
📍 Melbourne