Client Experience Lead — Financial Planning

Fuse Recruitment; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Career growth opportunities

Work-life balance flexibility

Supportive team culture

Job summary

A leading Financial Services firm in Melbourne is seeking a Client Services Manager to lead and empower an offshore client services team. This role focuses on ensuring smooth client experiences and operational excellence. Ideal candidates will have over 2 years of client service experience in financial planning and exceptional communication and organizational skills. The firm offers career growth opportunities and a supportive team culture.

Qualifications

• 2+ years of experience in a client service or operations role in financial planning.
• Strong time management and next-level organizational skills.
• Calm, solutions-focused mindset.

Responsibilities

• Lead and mentor a capable offshore client services team.
• Manage workflows for compliant implementation of financial advice.
• Oversee the preparation of key client documentation.

Skills

Client service experience

Organizational skills

Problem-solving

Communication skills

Leadership

Job description

A leading Financial Services firm in Melbourne is seeking a Client Services Manager to lead and empower an offshore client services team. This role focuses on ensuring smooth client experiences and operational excellence. Ideal candidates will have over 2 years of client service experience in financial planning and exceptional communication and organizational skills. The firm offers career growth opportunities and a supportive team culture.