Senior Client Service Manager

Join a leading financial services firm and step into a leadership role.

Your new company

Join a leading financial services firm with a national presence and a team of over 40 professionals. This company is renowned for providing tailored mortgage broking, financial planning, and commercial finance solutions to everyday Australians. With a commitment to building relationships beyond transactions, the firm focusses on understanding clients' individual needs and goals to help them achieve long-term financial success. The company values teamwork, professionalism, performance, integrity, and well-being, and fosters a supportive and collaborative environment.


Your new role

You will play a crucial role in delivering exceptional experiences for clients. Working closely with award-winning brokers, you will act as the central point of contact for clients, ensuring the smooth progression of loan applications from submission to settlement. This role includes a leadership component, where you will support and mentor junior team members.

  • Manage the end-to-end mortgage process, ensuring accuracy and timeliness.
  • Meet application deadlines, including finance due dates and settlement timelines.
  • Collaborate with international teammates to prepare application submissions in line with lender credit policies.
  • Liaise with brokers, lenders, and clients to ensure alignment and transparency.
  • Identify and resolve application discrepancies and proactively manage missing information.
  • Provide leadership and guidance to junior Client Service Managers.
  • Maintain consistent, proactive communication with clients throughout their journey.

What you'll need to succeed

With a strong background in credit and loan processing, you will be ready to step into a leadership role. Other key factors to your success include:

  • 2–3+ years of experience in a similar client service, loan processing, or broker support role.
  • Demonstrated leadership experience, either formally or informally.
  • Strong knowledge of the mortgage process and credit assessment.
  • Excellent communication and stakeholder management skills.
  • A proactive mindset, attention to detail, and a passion for helping clients succeed.

What you'll get in return

  • Be part of a values-driven company that genuinely cares about its people and clients.
  • Thrive in a collaborative and high-performing team environment.
  • Enjoy flexible working arrangements and a modern office near North Melbourne
  • Access long-term career development pathways and leadership opportunities.
  • Work with a company that celebrates success, encourages growth, and maintains a fun and supportive atmosphere.


What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.



LHS 297508

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
VIC - Melbourne CBD
Specialism
Banking
Ref:
2937564

Talk to a consultant

Talk to Jemma Latemore, the specialist consultant managing this position, located in Melbourne
Level 21, 360 Collins Street

Telephone: 0000000000

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