Manager of Client Services (MoCS)

at; A distancia; PEN 269,000 - 337,000; Jornada completa

Descripción de la vacante

A leading financial services company seeks a Manager of Client Services to lead a national team of Client Service Officers. The role requires travel to manage distributed teams, with responsibilities around coaching, performance management, and process improvement. Candidates should ideally have experience in a client service leadership role. An engaging and supportive work environment focused on professional development is offered, along with a commitment to diversity and inclusion.

Servicios

Dynamic work environment

Commitment to diversity

Formación

• Proven experience in a client service leadership role, ideally within financial services.
• Experience managing and leading teams, preferably across multiple locations.

Responsabilidades

• Lead, coach, and develop the Client Service team to ensure collaboration, productivity, and high performance.
• Travel to offices to build relationships, understand local operations, and support the team onsite.
• Identify and implement process improvements to streamline client service protocols.

Conocimientos

Leadership

Team Building

Client Service

Communication

Educación

Bachelor's degree in Business, Finance, or a related field

Herramientas

Microsoft Office Suite

XPlan

Wealthsolver

Descripción del empleo

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MiQ Private Wealth is dedicated to being Australia’s most trusted financial services practice, with seven offices across the country. Our mission is to enhance the lives of our clients and team members by providing first-class ongoing service built on a strong reputation and trust. We value a positive work environment and lead by example, displaying our core values: Sustainable, Progressive, Accountable, Collaborative, and Genuine.

Role Purpose

The Manager of Client Services (MoCS) will lead and manage a national team of 15 Client Service Officers, working closely with the Head of Client Experience to ensure consistency, implement process improvements, and drive exceptional client satisfaction and service excellence.

The role requires an experienced multisite manager who is willing to travel to meet teams across seven offices. Strong leadership and team-building capabilities, together with proven experience managing distributed teams, are essential.

Key Responsibilities

• Lead, coach, and develop the Client Service team to ensure collaboration, productivity, and high performance.
• Travel to offices to build relationships, understand local operations, and support the team onsite.
• Conduct regular team meetings, set goals, provide feedback, and manage performance improvement plans.
• Oversee onboarding, training, and development programs for new and existing team members.
• Identify and implement process improvements to streamline client service protocols, systems, and workflows.
• Support CSOs with complex client inquiries and escalates compliance issues as needed.
• Manage team workload, resourcing, leave coverage, and provide relief support when required.
• Oversee client transitions, adviser handovers, and offboarding processes to ensure smooth operations.
• Maintain client records, conduct file audits, and ensure documentation meets regulatory standards.
• Coordinate monthly CSO meetings and oversee Proda correspondence and monthly revenue checks, collaborating with leadership as needed.
• Represent and promote the organisation internally and externally, aligning with company values and mission.

Key Qualifications & Experience

• Bachelor’s degree in Business, Finance, or a related field (desirable, not mandatory).
• Proven experience in a client service leadership role, ideally within financial services.
• Experience managing and leading teams, preferably across multiple locations.
• Familiarity with the financial planning process and related administrative tasks.
• Proficiency in Microsoft Office Suite, XPlan, Wealthsolver, and other financial platforms.
• Excellent communication and interpersonal skills, with the ability to explain complex information clearly.
• Strong ability to build rapport with team members, leadership, clients, and external stakeholders.

Why Join Us?

At MiQ Private Wealth, we offer a supportive and dynamic work environment where you can grow both personally and professionally. We are committed to fostering a culture of innovation, collaboration, and excellence. If you are a passionate leader committed to developing teams and driving exceptional client service, we’d love to hear from you.

How to Apply?

Please submit your resume and a cover letter outlining your experience and why you are the ideal candidate for this role. Sorry, no agency applicants please.

MiQ Private Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.