Senior Client Services Manager Job Description
We are seeking a highly skilled Senior Client Services Manager to fill a key role in our organization. The successful candidate will be responsible for overseeing the client services function and day-to-day business operations.
* Collaborate with senior stakeholders to provide administration and client services support.
* Respond to client requests and manage client appointments in a timely manner, ensuring seamless delivery of services.
* Develop and document processes to ensure efficient service delivery.
The ideal candidate will have 5+ years of experience working as a Client Service Officer in a financial planning industry setting.
We offer a positive and supportive work environment, conveniently located in Circular Quay.
Main Responsibilities:
* Client Relationship Management: Foster strong relationships with clients to ensure their needs are met.
* Service Delivery: Oversee the delivery of high-quality client services, meeting or exceeding expectations.
* Process Improvement: Identify areas for improvement and implement changes to increase efficiency.
Requirements:
* 5+ years of experience working as a Client Service Officer in a financial planning industry setting.
* Strong communication and interpersonal skills.
* Able to work independently and as part of a team.
Benefits:
* Positive and supportive work environment.
* Opportunities for professional growth and development.