National Client Services Manager – Travel Required

at; City of Brisbane; On-site; AUD 90,000 - 120,000; Full time

Job summary

A financial services practice in Australia is seeking a Manager of Client Services to lead a national team of Client Service Officers. This role requires strong leadership abilities and experience managing teams across multiple locations. The ideal candidate will enhance client satisfaction by implementing process improvements and ensuring exceptional service. The position offers a dynamic work environment focused on collaboration and personal growth.

Qualifications

• Proven experience in a client service leadership role, ideally in financial services.
• Experience managing and leading teams across multiple locations.
• Familiarity with the financial planning process and related administrative tasks.

Responsibilities

• Lead, coach, and develop the Client Service team to ensure collaboration and high performance.
• Travel to offices to build relationships and support the team onsite.
• Conduct regular team meetings and manage performance improvement plans.

Skills

Leadership

Team-building

Interpersonal skills

Communication

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Microsoft Office Suite

XPlan

Wealthsolver

Job description

A financial services practice in Australia is seeking a Manager of Client Services to lead a national team of Client Service Officers. This role requires strong leadership abilities and experience managing teams across multiple locations. The ideal candidate will enhance client satisfaction by implementing process improvements and ensuring exceptional service. The position offers a dynamic work environment focused on collaboration and personal growth.