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Client Services Manager
2 weeks ago
Full time, permanent role
- Eastern suburbs location
- Highly competitive rem with WFH option
**The Company**
Our client is a Brisbane based funds management and administration organisation, offering market leading services to its clients. This high-performance business has a very strong reputation and are led by an experienced team with extensive funds & financial services backgrounds.
**The Role**
Reporting to the General Manager of Fund Operations, this role will manage the Client Services team ensuring that all member client related work is processed within agreed timeframes as per the administration agreements with our clients.
This role is accountable for workflow, staff motivation and performance management all staff in the Client services team.
Key Responsibilities include but aren't limited to:
- Day to day staff management and leadership of the Client Services team. Coach, mentor and develop staff, including overseeing new employee onboarding and providing career development planning and opportunities.
- Drive team performance, effective team communication and establish clear standards regarding performance and conduct.
- Manage workflow of the team against the agreed service standards as documented in client administration agreements on a day to day basis.
- Management of day to day customer service for all clients.
- Management of all benefit payment processes including rollovers to other funds, retirement claims, hardship claims, compassionate grounds claims and temporary resident claims.
- Ensure the Client Services team is compliant and processes all requests within internal policies, practises and procedures. All incidents and breaches with Trustees when incidents occur.
**About You**
Essential
- Certification IV in Frontline Management or equivalent.
- Ability to plan and organise work to meet deadlines.
- Ability to interact and operate as part of a team.
- A thorough knowledge of how to manage team workflow and ensure that service levels are met or exceeded.
- Demonstrated experience in team leadership, coaching and training.
- A good understanding of superannuation legislation.
- Strong written and verbal communication skills ranging from technical reports to direct member communications with the ability to communicate clearly with all Key Relationships.
- Sound skills with Word and Excel.
Desirable
- Experiencing in managing fund transitions / start-ups.
- Qualifications (certificate level or higher) in superannuation, finance or an associated area.
If this sounds like you, please APPLY NOW
For more information, please call Zac Smith on 07 3854 3808
