Client Services Manager Role
We are seeking a seasoned leader to spearhead our Client Services Team, overseeing daily tasks and strategic objectives. This pivotal role requires a strong focus on delivering exceptional client service across various investment platforms.
* Spearhead a team to provide focused, professional, and efficient client service, prioritizing client satisfaction and growth.
* Demonstrate and model superior client service skills, compliance, and product knowledge, fostering strong relationships with internal and external clients.
* Execute various sales and service initiatives within the regulatory framework.
Key Responsibilities:
Job Description
This is a leadership role that drives team success and growth. As a Client Services Manager, you will be responsible for guiding and mentoring a diverse team to deliver exceptional client service.
Required Skills and Qualifications
To succeed in this role, you will need to have:
* Proven experience in people leadership and coaching.
* Demonstrated expertise in retail or financial sales with a strong customer service focus.
* Comprehensive knowledge of Managed Investment products and their relevance to client segments.
Benefits
We offer a unique culture that combines care and compassion with a commitment to making a meaningful impact. Our dynamic team thrives on collaboration, courage, and determination.
About Us
We are a rapidly growing organization, employing over 350 people across Australia. Our bold strategy drives innovation, growth, and positive change in the lives of our customers.