Stockbroking Client Services Lead

CMC Singapore

Sydney

On-site

AUD 85,000 - 120,000

Full time

5 days ago
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Benefits offered by this job

Five extra annual leave days
Birthday off
Charity day
Zero trades for staff
Learning & development
Benefits and wellbeing hub
Office five days
Breakfast cereals and coffee

Job summary

CMC Markets is seeking a Client Services Team Leader to guide a team of up to 15 Customer Service Representatives within our Stockbroking business. This role focuses on coaching, resolving complex client issues and driving service improvements to deliver exceptional client experiences.

You will report to the Client Services Manager - Stockbroking and work across phone, email and live chat, ensuring compliance and high performance while fostering a collaborative, client-centered culture.

Qualifications

  • Experience leading a team in a high-volume customer service or operations environment.
  • Strong track record of developing people and improving team performance.
  • Experience working with workforce planning, service levels and operational performance.
  • The confidence to identify and implement process improvements.
  • Strong decision-making and problem-solving skills.
  • Resilience, drive and a positive approach to change.
  • RG146 accreditation and a commitment to ongoing professional development.
  • Experience in stockbroking, financial services or a regulated customer service environment will be highly regarded.

Responsibilities

  • Managing escalated complaints, financial crime matters and complex client interactions.
  • Running team meetings and embedding new knowledge and business changes.
  • Identifying opportunities to improve processes, efficiency and service quality.
  • Providing performance insights and recommendations to the Client Services Manager.
  • Maintaining strong compliance and RG146 standards across the team.

Skills

Team leadership
Customer service
Stockbroking
RG146

Job description

CMC Markets is seeking a Client Services Team Leader to guide a team of up to 15 Customer Service Representatives within our Stockbroking business. This role focuses on coaching, resolving complex client issues and driving service improvements to deliver exceptional client experiences.

You will report to the Client Services Manager - Stockbroking and work across phone, email and live chat, ensuring compliance and high performance while fostering a collaborative, client-centered culture.

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