Senior Wealth Client Experience Lead

at; Österreich; Vor Ort; EUR 60 000 - 80 000; Vollzeit

Zusammenfassung

A boutique financial services firm in Austria is seeking an experienced Senior Client Service Manager. The role involves delivering exceptional client service, managing workflows, and providing support to client advisers. Candidates should have a minimum of two years’ experience in financial services and proficiency in Xplan. This opportunity offers market-leading remuneration and a professional, collegial culture.

Leistungen

Market-leading remuneration

Training and development opportunities

MGD-funded Group Salary Continuance

Access to employer superannuation fund

Diverse and inclusive workplace

Regular social events

Qualifikationen

• Minimum two years’ experience in financial services client support.
• Proficiency in Xplan is essential.
• Exceptional written and verbal communication skills.

Aufgaben

• Act as the first point of contact for clients.
• Provide high-level support to client advisers.
• Manage end-to-end advice implementation for clients.

Kenntnisse

Client-centric approach

Relationship management

Time management

Attention to detail

Tools

Xplan

XPM

Jobbeschreibung

A boutique financial services firm in Austria is seeking an experienced Senior Client Service Manager. The role involves delivering exceptional client service, managing workflows, and providing support to client advisers. Candidates should have a minimum of two years’ experience in financial services and proficiency in Xplan. This opportunity offers market-leading remuneration and a professional, collegial culture.