Champagne Recruitment is working with a well-established finance and lending business that provides tailored financial solutions to a diverse client base. The company is recognised for its commitment to excellent customer service, integrity, and building long-term client relationships. Operating in a supportive and collaborative environment, the team values professionalism, adaptability, and a client-first approach.

Position Overview

The Client Relationship Officer is responsible for delivering exceptional customer service and building strong, lasting relationships with clients. This hands-on role focuses on client retention, proactive communication, and ensuring a seamless client experience throughout the customer journey. The successful candidate will be highly organised, detail-oriented, and adaptable, with a passion for helping clients and supporting the team.

Key Responsibilities

• Provide outstanding customer service via phone and email, responding to client queries promptly and professionally.

• Build and maintain positive relationships with existing clients to maximise retention and satisfaction.

• Conduct regular follow-ups with clients to ensure ongoing engagement and address any concerns or issues.

• Accurately enter and update client information in CRM systems, ensuring data integrity and confidentiality.

• Prepare and manage client documentation, ensuring all records are complete and up to date.

• Generate and analyse reports related to client activity, retention rates, and feedback.

• Collaborate with team members to resolve client issues and deliver solutions efficiently.

• Demonstrate empathy and patience when handling client concerns or complaints.

• Proactively identify opportunities to improve client experience and retention processes.

• Manage time effectively to balance multiple priorities and meet deadlines.

• Adapt to changing client needs and business requirements with initiative and flexibility.

Key Skills & Attributes

• Excellent customer service and communication skills (verbal and written)

• High attention to detail and accuracy in data entry and document management

• Strong time management and organisational abilities

• Effective problem-solving skills and a proactive approach

• Team player who collaborates well with others

• Confident use of CRM systems and Microsoft Office Suite

• Professional phone and email etiquette

• Empathy, patience, and a client-focused mindset

• Adaptability and willingness to take initiative

Qualifications & Experience

• Previous experience in a customer service, client relationship, or retention role (finance or related industry preferred, not essential)

• Experience with CRM systems and data management

• Demonstrated ability to work both independently and as part of a team

If you are passionate about client service, enjoy building relationships, and thrive in a supportive team environment, Champagne Recruitment invites you to apply for this rewarding role.

Please contact Leah Baylis from Champagne Recruitment on 0413 996 065 or leah@champagnerecruitment.com.au for a confidential discussion.