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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 a leading not-for-profit member super fund. As a key member of our organization, you will play a pivotal role in ensuring our members receive outstanding support and advice.
Key Responsibilities- Guarantee that the team addresses all implementation and administrative tasks with proactive diligence and upholds the highest standards.
- Oversee the distribution of client service tasks, monitoring to ensure that all responsibilities are fulfilled within the established service levels.
- Ensure that our Client Service staff deliver an exceptional quality experience for clients and members, in line with our service standards.
- Act as an escalation point on the management of risks and issues related to financial planning services.
- In conjunction with the Senior Manager Advice Services, Advice Delivery Manager, and Complaints Manager, manage complaints in accordance with our Enquiries and Complaints Handling Policy and Procedures.
- Ensure the team proactively manages all implementation and administrative tasks in a timely manner.
- Workforce planning to effectively and efficiently manage the team to achieve service level standards and minimize wait times for clients.
- Impact: Help lead and inspire a successful team and make a positive impact on our members directly.
- Development: Gain excellent experience within the superannuation industry within an organization that promotes career progression.
- Culture: Work in and influence a supportive environment that values and cares for both our members and staff.
- Opportunity: Potential for career growth and development.
- Previous leadership experience within a similar role.
- RG146 Preferred.
- Diploma of Financial planning advantageous.
- Australian Citizens only.