Client Service Manager
|Location:||Sydney CBD, New South Wales|
|Specialisation:||Banking & Financial Services|
Client Services Manager
- Leading Australian wealth manager
- National responsibilities
- Attractive salary package
Our client is a major player and leading advisor in the Australian wealth management sector. They have an enviable market position whereby they offer an innovative suite of products to their high net worth client base.
Your primary responsibility will be to manage and drive a national team of client service experts who are responsible for the delivery of tailored and compliant advice as per the individual needs of each client. You will take ownership of advice delivery and overall business requirements as well as be the conduit between the client service function and the practice management team. In addition you will support the effective operation of the advice and investment delivery function.
Ideally you will be an established leader in a senior client service environment and have a track record in overseeing change with respect to process improvement around financial planning. You will be an expert within wealth and client services and have a strong appreciation of compliance and stakeholder management. Ideally you will have a relevant qualification with such as a Diploma of Financial Planning.