Client Services Director

3 days ago


Melbourne, Victoria, Australia Kaizen Recruitment Full time
About the Role

We are seeking a highly experienced Client Services Director to lead our newly established Client Services team. This is an exciting opportunity for a seasoned professional to establish a best-in-class client service function, increasing investor satisfaction and contributing to the growth of funds under management.

In this role, you will be responsible for leading a 5-person team in delivering efficient investor onboarding, including satisfaction of KYC obligations. You will also provide first-point client service, delivered to the highest standard through email and phone enquiries, as well as producing and distributing accurate and timely fund performance updates and individual asset reports.

Key responsibilities include developing and leading a best-in-class client service framework, which elevates and enhances the investor experience. You will also develop systems and capability to deliver tier 1 investor services, ensure robust quality assurance and management of vendors, and seek opportunities to centralise activities and build out capability, including performance analytics.

You will be accountable for delivering effective recruitment, performance management, training, and change management practices. Additionally, you will develop team capability, ensuring up-to-date investment product knowledge.

About Us

Our client is a top-tier funds management business with a strong reputation in the industry. We offer a dynamic and inclusive work environment, with opportunities for career growth and development.



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