Senior Client Services Leader – Newcastle

Big River Resources, LLC

Central Coast Council

On-site

AUD 90,000 - 130,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Relocation assistance

Job summary

Recruit 2 Advice is partnering with a growing financial services firm to recruit a Client Services Manager based in Newcastle. You will lead the client services delivery, support advisers, and ensure advice is implemented smoothly with a strong focus on client experience and professional conduct.

The role offers leadership responsibility, room to grow, relocation support for the right candidate, and a competitive salary package in the Newcastle area.

Qualifications

  • Proven experience in leading client servicing teams.
  • Strong communication and interpersonal skills.
  • Ability to work with advisers and support a financial planning process.

Responsibilities

  • Lead the delivery of client services and support advisers.
  • Ensure advice is implemented smoothly and professionally.
  • Influence client experience and drive process improvements.

Skills

Leadership
Client services
Relationship management
Adviser exposure

Job description

Recruit 2 Advice is partnering with a growing financial services firm to recruit a Client Services Manager based in Newcastle. You will lead the client services delivery, support advisers, and ensure advice is implemented smoothly with a strong focus on client experience and professional conduct.

The role offers leadership responsibility, room to grow, relocation support for the right candidate, and a competitive salary package in the Newcastle area.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Services Manager – Relocate to Newcastle
Client Services Manager – Relocate to Newcastle

Big River Resources, LLC • Central Coast Council

On-site
AUD 90,000 - 130,000
Relocation assistance
Senior Client Service Officer – Financial Planning
Senior Client Service Officer – Financial Planning

Advice2Talent • Newcastle City Council

On-site
AUD 85,000 - 90,000
Stable professional team
Potential for career growth
Flexible working options
Senior Financial Planner | Newcastle
Senior Financial Planner | Newcastle

Big River Resources, LLC • Newcastle City Council

On-site
AUD 150,000 - 160,000
Senior Client Services Manager – Financial Planning
Senior Client Services Manager – Financial Planning

FS Recruitment Solutions • City of Melbourne

On-site
AUD 70,000 - 100,000
Advice Implementation – Financial Advice
Advice Implementation – Financial Advice

Big River Resources, LLC • Newcastle City Council

On-site
AUD 75,000 - 90,000
Mentoring and adviser exposure
Clear career progression
Supportive, professional team
+1
Client Success & Planning Support – Financial Services
Client Success & Planning Support – Financial Services

Hunter Financial • Newcastle City Council

On-site
AUD 65,000 - 90,000
Senior Financial Planner - Hybrid Growth & Client Impact
Senior Financial Planner - Hybrid Growth & Client Impact

Big River Resources, LLC • Newcastle City Council

On-site
AUD 150,000 - 160,000
Associate Adviser | Financial Services
Associate Adviser | Financial Services

Nulsen Disability Services • Newcastle City Council

On-site
AUD 65,000 - 95,000
Mentoring and support
Exposure to diverse client base
Professional development opportunities
+1
Flexible Client Services Lead - Financial Planning & Advice
Flexible Client Services Lead - Financial Planning & Advice

FS Recruitment Solutions • Sydney

On-site
AUD 60,000 - 78,000
Private Client Adviser - Strategic Wealth Growth
Private Client Adviser - Strategic Wealth Growth

Pitcher Partners • Newcastle City Council

On-site
AUD 110,000 - 170,000