Client Services Representative – 4 Month Contract

MelbournePermanentPosted Aug 3, 2026

Client Services Representative

The Company 

E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions
  
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
  
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
  
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role

As the first point of contact for our highly valued clients you will be immaculately presented with excellent verbal and written communication skills, be motivated, driven, and have completed Year 12 (or equivalent). 

This is a full time role for an enthusiastic and proactive individual looking to gain valuable experience and build on your administrative skills. A typical day may include: 
  • Greeting clients and offering refreshments 
  • Answering incoming phone calls 
  • Preparing meeting rooms and arranging catering for internal events/seminars 
  • Maintaining a tidy reception and office 
  • Managing meeting room bookings and resolving booking conflicts
  • Ordering and organising stationary and kitchen supplies 
No previous experience is necessary, but we want you to be excited about the learning opportunities ahead of you. 

Our Benefits

We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and regular wellness initiatives.  

We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. 

We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.  We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.

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