Client Services Finance Assistant - Hybrid, Melbourne

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

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.