Overview
Boston Stanley Recruitment Services – Perth WA
This is an opportunity for an experienced client services professional who wants more than just process management — it's a chance to influence, lead and elevate the client experience within a well-regarded, international financial planning firm. You'll be empowered to refine systems, develop people, and contribute meaningfully to the firm's continued growth.
Why This Opportunity Stands Out
* Award-Winning Employer: As the winner of the 2024 Employer of the Year (IFA Awards), you'll be joining a practice that truly values its team and fosters a positive, collaborative work culture.
* Generous Leave Entitlement: Receive an additional day of leave for each year of service (up to 5 years), company sponsored leave over the Christmas closure period and your birthday off.
* Competitive Salary & Bonus: Receive a generous annual salary with performance-based bonus incentives to reward your hard work.
* Flexible Work Arrangements: Benefit from flexibility with regards to work arrangements and schedule, ensuring a healthy work-life balance. The business actively encourages flexibility as appropriate to suit your needs.
About the Role
As a Client Services Operations Manager, you'll play a pivotal leadership role within the firm's client support function. You will lead and mentor the client services team, ensuring smooth, efficient operations and a consistently high standard of service delivery across the business.
Key Responsibilities
* Lead, mentor and develop the client services team to ensure a high-performing, client-focused culture.
* Oversee end-to-end client service processes, ensuring accuracy, compliance and timely delivery of advice implementation.
* Review and improve internal workflows, systems and service standards to enhance operational efficiency.
* Act as a senior point of contact for clients, managing complex queries and strengthening long-term relationships.
* Partner closely with advisers to understand advice strategies and ensure efficient and accurate implementation.
* Oversee preparation and processing of client documentation and maintain high-quality record management systems.
* Manage and maintain client databases, ensuring data integrity and compliance requirements are met.
About You
We're seeking a proactive, organised and people-focused Client Services professional who enjoys leading others and driving service excellence. The ideal candidate will have:
* A demonstrated track record of client services experience
* Strong knowledge across superannuation, investments and/or insurance.
* Proven ability to lead, mentor or supervise a support team.
* Excellent communication skills (verbal and written) with the confidence to engage directly with clients and advisers.
* A strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
* Experience with XPlan (highly advantageous).
Express Your Interest
If you're ready to step into a visible leadership role where your experience will be valued and your impact felt across the business, we'd welcome a confidential conversation.
About Boston Stanley
Boston Stanley are executive search specialists working within the Financial Planning sector. We provide comprehensive talent acquisition for market leading companies.
***@BostonStanley.com
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