Morgans Financial Limited
Customer Service Technician
2 months ago
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Important information
Contract type:
Permanent
Location:
Melbourne VIC, Australia
Work mode:
Onsite
Published on:
14 August 2026
What they need
About Morgans
Morgans is Australia’s most respected full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.
The opportunity
This is an exciting opportunity to join the Morgans team as a Customer Service Technician in Melbourne. In this role, you’ll be the primary point of contact for troubleshooting and resolving issues across the Morgans’ network and for our clients, all while enhancing your technical skills and delivering outstanding service.
What you will be doing
- Respond to incoming IT requests and incidents from end users via face-to-face interactions, phone, and email, providing courteous and professional service
- Triage requests by gathering detailed information, including caller details, nature of the issue, impact, and desired outcome
- Build strong rapport with the client base, ensuring a positive and helpful experience
- Record, track, and document the troubleshooting process, capturing all decisions and actions taken, from initial contact to final resolution
- Develop proficiency in using the systems, software, and hardware supported by Morgans
- Provide hands-on support at the desktop level, including software installations and upgrades, hardware installations, and system/application configurations
- Attend occasional site visits to Morgans branches to deliver on-site technical support where required
What you will bring
- Strong IT troubleshooting skills with the ability to effectively triage and resolve calls
- Capability to manage multiple tasks efficiently and simultaneously
- Proven experience in IT support
- Excellent verbal and written communication skills
- Strong customer focus with a service-oriented attitude
- A proactive, enthusiastic approach to assisting others
- A sense of urgency and a proactive mindset in problem-solving
- The ability to work autonomously with minimal supervision, as this Melbourne-based role reports to an interstate manager.
Benefits
- Eligible to participate in bonus scheme
- Learning and development opportunities including Morgans’ Mentoring program
- Discounted financial services, health care, gym memberships & more
- Positive impact on the community through the Morgans’ Foundation and paid volunteer days
Yes, I want to apply!
If you are interested in this role and would like to join the Morgans’ team, please click apply and submit your cover letter and resume.
We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can’t wait to hear from you!
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