Client Experience Manager

6 days ago

Gold Coast, Queensland, Australia at Full time

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  • Full Time Position - Monday - Friday - 38h/week
  • Great locations - Broadbeach and Brisbane Offices

PictureWealth is a leading FinTech within the financial advisory industry providing access to on-demand financial experts across wealth and insurance. PictureWealth has blended professional human knowledge with the digital world to optimise the outcomes for their members. Our company is a leader in digital financial services and is changing the way our clients interact with their money and their financial adviser.

  • Great location across from the Broadbeach beach or next to Brisbane Central Station
  • A rewarding career in a friendly and supportive team environment
  • Flexible working options to help you maintain balance in your personal and professional life.
  • Access to Employee Assistance Program (including immediate family)
  • Social events to meet members across the organisation
  • Free fruit, tea, coffee and evening meals available in office
  • Full Training and ongoing support

About the Position

We're on the hunt for a driven, people-focused Team Leader to take charge of our proactive, phone-based Client Experience team. Your mission? Lead from the front, keep performance high, and make sure every client interaction is nothing short of exceptional.

Your role and responsibilities include, but not limited to:

  • Leading, coaching, and inspiring a motivated client experience team.
  • Overseeing outbound calls to book adviser appointments, complete fact finds, and deliver top-tier service.
  • Managing KPIs, time, and workflow so the team is always ahead of the game.
  • Auditing calls and processes to keep quality sharp and service consistent.
  • Spotting training needs and helping your team grow.

About you:

  • Previous experience in a team leader, supervisor, or similar leadership role, preferably in a client service or call centre environment.
  • Strong leadership skills with the ability to inspire, motivate, and mentor a team.
  • Excellent communication and interpersonal skills.
  • Proven ability to manage KPIs and drive team results.
  • Highly organised with strong attention to detail.
  • Ability to work in a fast-paced environment and adapt to change.
  • A client-focused mindset with a commitment to delivering exceptional service.

Ready to Make a Difference?

If you're ready to lead a team that's all about delivering the best client experience in the industry, we want to hear from you. Apply now to join a company that's dedicated to making a meaningful impact on both our clients and the community.

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Your application will include the following questions:

  • What are your salary expectations? What are you work rights? How many people have you directly managed at once, and in what capacity? How long of experience do you have in the Finance industry?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

What can I earn as a Customer Experience Manager

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