Sales & Client Services Specialist | Melbourne CBD

Sales & Client Services Specialist | Melbourne CBD

Salary:

Contract Type:

Full Time

Location:

Melbourne - VIC

Industry:

Banking & Finance

Contact Name:

Contact Email:


Contact Phone:


Date Published:

17-Feb-2026

The Company
This long established and highly respected Australian brand has built its reputation on trust, discretion and delivering a premium client experience across both retail and institutional markets.

As part of a national growth strategy, the business is expanding into Victoria, WA and Queensland, establishing new office based client service hubs co-located with a well regarded jewelry and manufacturing operation.
  
These new locations will mirror the high end service environment of the flagship Sydney office, with a strong emphasis on education led conversations, long term relationships and professionalism at every touchpoint.
   
The Role
As a Sales & Client Services Specialist, you will be one of the founding team members in your state, playing a key role in establishing the brand locally.
  
This is a consultative, service led position — not a high pressure, commission driven sales role. Approximately 70% of your time will be face to face with clients and 30% phone based.
  
Key responsibilities include:
  • Conducting structured, consultative in person client meetings
  • Guiding clients through product information, pricing and transaction processes with clarity and confidence
  • Managing inbound phone and email enquiries with professionalism and accuracy
  • Processing financial transactions in strict accordance with company procedures and compliance standards
  • Reconciling payments and ensuring accurate documentation and record-keeping
  • Building repeat business through relationship management and proactive follow-up
  • Maintaining discretion and confidentiality when handling high-value client transactions
You
To be successful in this opportunity, you will ideally have experience in the following areas:  
  • Ideally 12 months proven experience in face to face consultative sales or client service or perhaps you are a recent graduate looking for your first commercial role
  • Strong numerical ability and confidence discussing pricing and transaction values
  • Experience handling financial transactions or secure payment processing
  • Clear, confident communicator able to explain financial or technical concepts
  • High attention to detail with strong procedural compliance
  • Background in luxury retail, banking or financial services (highly regarded)
  • Relationship focused, discreet and professional in client facing environments
How to Apply
This is a rare opportunity to join a respected Australian brand as it establishes its presence in your state. If you are confident in client facing environments and ready to be part of a founding team, please submit your CV or contact our team on 02 9002 5000 for a confidential discussion.
APPLY NOW

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