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Client Service Manager
2 months ago
We are seeking an experienced Client Service Manager to oversee and inspire a team of professionals in our regional client servicing operations. As a key member of our team, you will play a pivotal role in ensuring our clients receive outstanding support and advice.
Key Responsibilities- Team Leadership: Lead and manage a team of Client Service Officers and Member Service Officers to ensure the smooth functioning of office management practices.
- Client Service Delivery: Oversee the distribution of client service tasks and ensure that all responsibilities are fulfilled within established service levels.
- Quality Assurance: Ensure that our Client Service staff deliver an exceptional quality experience for clients and members, in line with our service standards.
- Risk Management: Act as an escalation point on the management of risks and issues related to financial planning services.
- Complaints Management: Manage complaints in accordance with our Enquiries and Complaints Handling Policy and Procedures.
- Workforce Planning: Effectively and efficiently manage the team to achieve service level standards and minimize wait times for clients.
- Leadership Experience: Previous leadership experience within a similar role.
- Industry Knowledge: RG146 certification preferred.
- Education: Diploma of Financial planning advantageous.
- Citizenship: Australian Citizens only.
