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This range is provided by Morgan Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$100,000.00/yr - A$110,000.00/yr
Direct message the job poster from Morgan Consulting
Business Support & HR Recruitment | People-First Talent Partner | Enabling Hiring Success Across Corporate & Professional Services
We’re proud to be partnering with a values-led, purpose-driven financial services organisation that specialises in delivering essential pre-paid solutions tailored to the needs of everyday Australians. Known for their compassionate approach and trusted relationships with industry partners and community stakeholders, this organisation operates in a highly regulated environment and is undergoing exciting change and transformation. With a strong focus on integrity, customer experience, and operational excellence, this is a place where your leadership will have real impact.
Experience with Garradin is highly advantageous.
The Role
As Client Services Manager, you’ll lead a high-performing team to deliver exceptional client experiences, ensure regulatory compliance, and drive service improvements. Reporting to the CEO, this leadership role blends strategic input with hands-on team development in a business that values innovation, care, and client-first thinking.
Key Responsibilities
* Lead and manage the day-to-day operations of the Client Services Team, ensuring the delivery of KPIs.
* Design and implement client service strategies that enhance client loyalty, experience and outcomes.
* Act as the escalation point for complex or high-value client issues, ensuring timely and proactive resolution.
* Champion compliance, risk management and regulatory standards (including FAR), ensuring accuracy and security of data.
* Collaborate cross-functionally to identify process improvements and technology solutions that streamline service delivery.
* Mentor and develop a growing team, promoting internal growth, training and a values-based culture.
* Build and maintain strong external relationships with Funeral Directors, referral partners and industry bodies.
About You
* You’re a passionate people leader with a strong background in client services, ideally within financial services, insurance, or another regulated environment.
* You thrive in a role where you can wear both strategic and operational hats.
* You’re tech-savvy and comfortable using CRM and business systems to drive smarter outcomes — experience with Garradin is highly advantageous .
* You have a genuine interest in delivering services that support people during life’s most important and sensitive moments.
* You’re confident navigating compliance frameworks and have experience managing risk and regulatory responsibilities (such as FAR).
* Above all, you're someone who leads with empathy, integrity, and a desire to make things better — for your team, your clients, and the business.
Required Experience
* 3+ years in a leadership role within a regulated or compliance-focused organisation
* Tertiary qualifications in Commerce, Economics, Law or similar (or equivalent experience)
* Demonstrated experience in client service delivery, change management and operational leadership
* Strong knowledge of compliance frameworks and client data governance
* Excellent communication and stakeholder management skills
* Experience with Garradin or similar CRM/fund administration platforms is highly advantageous
This is an opportunity to lead in a purpose-driven organisation that genuinely cares about its clients and team. You’ll work closely with an inspiring CEO and leadership group, in a business that values initiative, empathy and continuous improvement.
If you’re looking for a role where you can lead with purpose and influence real change, this is the one!
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Customer Service, Finance, and Management
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