Wealth Client Services Lead

Ashfords Accountants & Advisory Pty Ltd; Melbourne; In loco; AUD 90.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible work arrangements

Competitive salary + incentives

Professional development support

Collaborative culture

Social events & wellbeing programs

Impactful role in a growing firm

Descrizione del lavoro

Ashfords is seeking an experienced Client Services Manager to lead our Client Services Administration team within the Wealth division. Reporting to the Wealth Manager, you will coordinate workflow, advise on implementation and service delivery, working closely with advisers and the Partner to deliver exceptional outcomes.

You will drive operational efficiency, lead process improvements and nurture a high-performing team supporting the growth of the practice.

Competenze

• Experience in financial planning or wealth management is required.
• Strong understanding of end-to-end financial advice process.
• Proven ability to lead and mentor client service teams.

Mansioni

• Lead and coach a team of Client Service Administrators, including offshore resources.
• Coordinate workflow, priorities and service standards across the Wealth division.
• Be the primary escalation point for operational and client service queries.
• Support client relationships with advisers and Partners to deliver an exceptional experience.
• Conduct file reviews to ensure compliance and proper documentation.

Conoscenze

Client service management

XPlan

Leadership

Stakeholder management

Compliance & risk

Workflow coordination

Formazione

Experience in financial planning or wealth management

Strumenti

XPlan

Descrizione del lavoro

Ashfords is seeking an experienced Client Services Manager to lead our Client Services Administration team within the Wealth division. Reporting to the Wealth Manager, you will coordinate workflow, advise on implementation and service delivery, working closely with advisers and the Partner to deliver exceptional outcomes.

You will drive operational efficiency, lead process improvements and nurture a high-performing team supporting the growth of the practice.