Client Experience Director
5 days ago
We are a trusted financial advice firm committed to delivering expert guidance and support to our clients. Our team of specialists and experienced planners works seamlessly to provide high-quality advice and exceptional client service.
We are passionate about helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on making expert financial advice accessible and impactful for all.
About The Role
The Client Services Manager will lead our holistic advice department, overseeing both on-site and remote teams. This key role involves developing and implementing strategies to enhance client satisfaction, streamline workflows, and foster strong relationships between our client service staff and advisers.
Your Key Responsibilities:
- Leadership & Development: Train and mentor client services professionals to foster a collaborative and high-performance culture.
- Client Experience Enhancement: Implement strategies to improve client satisfaction, gather feedback, and tailor services to meet client needs.
- Process Optimisation: Develop and streamline client workflows to ensure efficient and effective operations.
- Collaboration: Strengthen communication between client service staff and advisers, organising regular meetings to enhance teamwork.
- Performance Tracking: Define and analyse KPIs to drive continuous improvement and operational excellence.
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