Client Services Officer

We’re looking for a Client Services Officer to join our Client Services team in Melbourne. This is a permanent, full-time role offering a flexible hybrid work arrangement.  

About Lonsec

Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights. This is an exciting opportunity for a Client Services Officer to join our team to support our client-focussed growth strategy.

About The Role

The Client Services Officer plays a key support role within the Research & Ratings business, providing responsive, high-quality service to Lonsec’s clients.

Reporting to the Head of Product (iRate) & Client Services, this role is critical in supporting seamless onboarding, platform support, and issue resolution for Lonsec Research & Ratings client groups, while maintaining strong internal collaboration and a customer-first approach.       

Responsibilities:

• Support client onboarding, training, and ongoing platform access


• Manage daily client queries for iRate and coordinate issue resolution through various communication channels


• Assist with Research & Ratings enquiries, data discrepancies, and reporting


• Maintain user access and monitor service queues to meet response times


• Share usage insights, feedback, and contribute to service improvements

About You:

• Experience in client service, ideally within financial services or SaaS platforms


• Skilled in managing client communications and onboarding using CRM and ticketing tools


• Strong written and verbal communication, with a customer-focused approach


• Excellent attention to detail and ability to juggle tasks in a fast-paced setting


• Proactive problem-solver who works well independently and in cross-functional teams

Essential Qualifications:  

• Tertiary qualifications in Business, Finance, Communications or a related discipline, or equivalent work experience.

What we offer

• Ongoing flexible working arrangements


• Family friendly work-life balance


• Paid parental leave


• Volunteer and Study leave


• Genuinely open and supportive culture with an approachable executive team


• Ongoing training and professional development


• Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)


• Social and charity events

Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident