FIA Client Sales and Service Support Team Leader

2 weeks ago

Sydney, New South Wales, Australia Fisher Investments Full time $90,000 - $120,000 per year
The Opportunity:

The Fisher Investments Australia Pty Ltd (the Company") Client Services and Sales Support Team Leader (CS & SS TL") is responsible for overseeing and effectively managing a team of FIA Investment Counsellors (IC") and Client Service Associates (CSA"). ICs serve as the primary, long-term contact for FIA's private clients and are responsible for communicating what the firm may be doing to achieve client's stated objectives. CSAs act as a liaison between several internal partner groups and external custodians and platforms with the goal of providing world-class service to prospective clients and existing clients directly and through our ICs and Private Client Directors (PCD").

The Day-to-Day:
  • Oversees and effectively manages direct reports to ensure the team meets and exceeds service and sales supportexpectations to clients and internal partners. Ensures effective communication from team members
  • Fosters the development of direct reports through mentorship and training. Provides continued education. Ensures the day-todaybusiness support needs of employees are met
  • Develops understanding, both personally and within the team, of all FIA business and financial related characteristics relevantto servicing FIA clients, including but not limited to Australian financial institutions, taxation, procedures, account structures,and transfers
  • Reviews reports to ensure that client servicing guidelines and sales support needs are met
  • Reviews work completed to ensure accuracy, efficiency, and compliance
  • Monitors the progress of the team's non-trading accounts and client relationships
  • Acts as a resource for questions and resolves client service and sales support issues
  • Directly interacts with the Company's clients and other third parties when necessary
  • Interview, evaluate, and recommend candidates to hire
  • Managerial responsibilities including participating in disciplinary actions and/or terminations for direct reports, as appropriate
  • Manages all phases of various projects from envisioning through deployment
Your Qualifications:
  • A University degree or equivalent combination of education/experience
  • At least 3 years of FI experience preferred. Prior management experience required
  • Meets the qualifications of the FIA Investment Counsellor role
  • Able to interface with various levels of management
  • Excellent problem solving, judgment, and decision-making.
  • Able to identify opportunities for increased efficiency and effectiveness
  • Strong understanding of process and attention to detail
  • Significant interpersonal and communication skills
Why Fisher Investments Australia:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.

Benefits:
  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • $10,000* fertility, hormonal health and family-forming benefit
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events
  • This is a full-time, in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
* Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Australia is a trademark of Fisher Investments Australasia Pty Ltd (ABN , AFSL

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