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As the Client Experience Manager at Assured Business and Wealth Advisors Pty Ltd, you will play a pivotal role in ensuring exceptional client satisfaction and retention. Reporting to the senior leadership team, you will be responsible for managing and enhancing the overall client experience, with a focus on building strong, long-lasting relationships. This full‐time position is based in Morphett Vale, SA 5162.
What you'll be doing
* Proactively manage and nurture client relationships, ensuring their needs are consistently met or exceeded.
* Provide a high‐level of personalised service and support to clients, addressing their queries and concerns in a timely and professional manner.
* Collaborate with the advisory team to develop and implement tailored client engagement strategies.
* Collect and analyse client feedback to identify areas for improvement and drive continuous enhancement of the client experience.
* Contribute to the development of client‐facing resources, tools and processes to streamline interactions and maximise efficiency.
* Actively participate in client events and networking activities to build brand awareness and strengthen client relationships.
* Maintain accurate and up‐to‐date client records and documentation.
What we're looking for
* Proven experience in a client‐facing role, preferably within the financial services or professional services industry.
* Minimum of 3–4 years of client‐facing experience required.
* Professional services industry experience is essential for this position.
* Exceptional communication and interpersonal skills, with the ability to build rapport and effectively manage client relationships.
* Strong organisational and problem‐solving skills, with a keen eye for detail.
* Proficient in using customer relationship management (CRM) systems and other relevant software.
* Proactive and adaptable, with the ability to work independently and as part of a team.
* A commitment to delivering exceptional client service and a genuine interest in the financial services industry.
What we offer
At Assured Business and Wealth Advisors Pty Ltd, we are dedicated to fostering a collaborative and supportive work environment that empowers our employees to thrive. We offer a competitive salary, comprehensive benefits package, and opportunities for professional development and career advancement. Our focus on work‐life balance and employee wellbeing ensures that you can achieve your personal and professional goals.
Apply now.
Application Questions
* Which of the following statements best describes your right to work in Australia?
* How many years' experience do you have as a Customer Experience Manager?
* How many years' experience do you have in the financial services industry?
* Do you have customer service experience?
* How many years of project management experience do you have?
* What's your highest level of education?
* What's your expected annual base salary?
* Do you have a current Police Check (National Police Certificate) for employment?
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