Accounts Assistant - Client Services

TwoScots Recruitment; Melbourne; Hybrid; AUD 70,000 - 78,000; Full time

Benefits offered by this job

Hybrid work arrangement

2 office days per week

St Kilda Road Melbourne location

Structured training and career path

Supportive team environment

Job summary

TwoScots Recruitment is seeking a Client Services Officer to join a growing financial services organisation in Melbourne. You will support clients with day-to-day funding needs, process transactions, and help with onboarding and settlements.

Training will be provided and a clear path to senior client relationship roles is offered. The role blends customer service, administration and account reconciliations, with a hybrid work arrangement and a location on St Kilda Road.

Qualifications

• 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.

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.

Skills

Customer service

Administration

Attention to detail

Organisational skills

Problem solving

MS Office

Payroll/reconciliations

Tools

Microsoft Office

Job description

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 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