Senior Client Services Lead — SMSF Focus (Hybrid, QLD)

Catalina Talent Advisory; Queensland; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

4 weeks leave + 3 rewards days

Birthday leave

Vibe day for staff wellbeing

Job summary

A financial planning firm in Queensland is seeking a Senior Client Services Manager to lead client service operations and manage a portfolio of high-value clients. The ideal candidate will have over 5 years of experience, excellent organizational and communication skills, and the ability to oversee daily team functions. This hybrid role offers opportunities for leadership and professional development.

Qualifications

• 5+ years in the industry or as a Senior Client Service Manager.
• Full driver's licence and willingness to travel across Queensland.
• Excellent attention to detail and a thorough approach.

Responsibilities

• Lead and support the administration team in daily workflow.
• Manage a diverse client portfolio, ensuring high-quality service.
• Act as key contact between CSMs, advisers, and leadership.
• Participate in onboarding and training of new staff.

Skills

Organisational skills

Communication skills

Proficiency in MS Office

Customer service skills

Job description

A financial planning firm in Queensland is seeking a Senior Client Services Manager to lead client service operations and manage a portfolio of high-value clients. The ideal candidate will have over 5 years of experience, excellent organizational and communication skills, and the ability to oversee daily team functions. This hybrid role offers opportunities for leadership and professional development.