Customer Service Manager

6 months ago


Sydney, Australia Integrated Portfolio Solutions Full time

**About Integrated**

Integrated’s unique combination of technology and service removes the burden of portfolio administration and reporting for Private Client businesses and Family Offices.

As a ‘whole-of-wealth’ non-custodial platform, Integrated enables its clients to retain an investment universe that is completely unconstrained by administration considerations.

**About the Role**

Reporting to the Head of Client Services, the main focus of this role will be to proactively service Integrated’s client base while constantly seeking opportunities for Integrated to make our clients roles easier through better training, product knowledge or new product/service opportunities.

**Main duties and responsibilities**

Core objectives include:

- Ownership and management of assigned client relationships.
- Provide direction and feedback to Account Managers and Onboarding team members on shared client accounts inclusive of day to day people management.
- Manage, motivate and develop Account Managers and Onboarding team members across shared client relationships.
- Work with Sales, Business Development, and Onboarding teams to ensure client satisfaction during and after client onboarding.
- Drive and own the resolution of issues and reporting of progress to the client.
- Identify opportunities to improve and enhance customer experience/product design.
- Work with the broader Client Service Team team to develop and deliver training/educational materials/experiences for regular client meetings.
- Participate in process development initiatives to increase efficiency.
- Establish and maintain relationships with other internal stakeholders and departments.

**About you**
- _**Great communication skills**:_the ability to communicate clearly and concisely**, **varying communication style depending upon the audience.
- _**Attention to detail**:_excellent attention to detail and written skills when communicating with others, both internally and externally.
- _**Teamwork in their DNA**:_ willingness to assist and support others as required and get on with team members.

**Job benefits and perks**

Located in the heart of the Sydney CBD's financial district, we pride ourselves on having a fun and dynamic company culture. We offer flexible working arrangements (work from home, flexible work times) and we have regular social events and learning sessions.

**Salary**: $70,000.00 - $90,000.00 per year

**Experience**:

- Financial services: 3 years (required)

Work Location: Hybrid remote in Sydney, NSW 2000


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