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Senior Client Experience Manager

3 weeks ago

Melbourne, Victoria, Australia beBeeClientExperience Full time $90,000 - $120,000

Job Title: Senior Client Experience Manager

About the Role

The successful candidate will be responsible for shaping and delivering an exceptional client experience, ensuring timely and compliant financial advice. This role involves leading a skilled team, streamlining workflows, and driving operational excellence.

Key Responsibilities:
  • Lead and mentor a capable offshore client services team to deliver outstanding support
  • Manage workflows and ensure accurate implementation of financial advice
  • Be the primary point of contact for client queries, ensuring every interaction is professional, prompt, and empathetic
  • Oversee the preparation of Statements of Advice and key client documentation
  • Continuously refine internal systems and processes to boost efficiency and compliance
  • Facilitate regular implementation meetings and drive training sessions
  • Monitor service delivery and deadlines to maintain client satisfaction
Requirements

To be successful in this role, you will need:

  • At least 2 years of experience in a client service or operations role in financial planning
  • A sharp eye for detail, strong time management, and next-level organisational skills
  • A natural communicator with a calm, solutions-focused mindset
  • A passion for leading people and improving systems
  • Proactive, reliable, and always looking for ways to grow and improve
What We Offer

We offer a genuinely supportive team, career growth opportunities, flexibility to support your work-life balance, a modern office, and vibrant team culture. This role matters, as your work directly impacts the quality of service clients receive.