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Entry Level Account Manager - Financial Services

Sydney, Australia
Closing date
May 25, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Entry level job working in Financial Services within the Account Management/Sales Support sector Your new company
Join a well-established Australian Non-Bank Lender who are committed to providing the best service and assistance to new and existing customers. Due to increased business demand, they are looking for an entry-level Financial Services candidate to join them within the sales and relationship management team!

Your new role
Working in this role, you will be:
  • Specialising within asset and equipment finance lending - assisting with new and existing vendor client accounts and account management.
  • Supporting clients through the end-to-end journey of securing their business loan and assisting with account maintenance and requirements once onboarded.
  • Fostering client relationships both directly and via the broker channel
  • Completing all administrative reports, account changes and updates where required for the client's account.
  • What you'll need to succeed
    To be successful in this role, you will have:
  • A strong customer focus and proven experience within Lending or Banking/Financial Services (desirable)
  • A great understanding of asset and equipment finance gained through either work experience, or studies
  • Excellent communication and customer service skills
  • The ability to build rapport and learn about your client requirements
  • The want to succeed, to build and develop a career within lending
  • What you'll get in return
    If you are successful, you will receive a:
  • Competitive salary up to $75k + Super + Bonus
  • A full-time role, working in a hybrid style once finished training successfully
  • Position located in St Leonards
  • Supportive working environment and a team that is there to encourage and assist you
  • Role that offers the opportunity to develop and build a career with an expanding Fintech, working with you to set career goals
  • Position that provides regular reviews and ongoing coaching & mentoring
  • 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 contact Zoe Casbolt now via

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