Client Service Manager
We are looking for a motivated and experienced leader for our Client Service Team.
Summary about this job
Financial Planning
Company: Strategic Financial Planning
Location: Hobart
Work type: Full Time
Salary: n\a
Phone: +61-3-4134-9213
Fax: +61-8-1983-8630
E-mail: n\a
Site: n\a
Detail information about job Client Service Manager. Terms and conditions vacancy
- Join a dynamic team of Financial Advisers based in Hobart
- Fantastic opportunity to join the financial planning industry
- Chance to lead a great team of Client Service Officers
Our Financial Planning firm is looking for a motivated and experienced Client Service Manager to join our growing team.
We are a medium sized financial planning business based in Hobart and pride ourselves on helping our clients achieve the financial security and lifestyle they desire through the accumulation and management of wealth.
As a part of our team, you will be responsible for leading, mentoring and managing a team of Client Service Officers.
Responsibilities
- Contribute to and support Strategic’s business strategy, driving team culture, engagement and improved productivity;
- Actively manage team workflow, ensuring quality and timely output;
- Provide training and mentoring to team members and assistance with often complex decision making;
- Manage recruitment, onboard and mentor new staff;
- Manage staff performance and conduct performance reviews;
- Be an active member of the Management Team and report against key performance indicators to the Board;
- Actively identify process improvement opportunities;
- Complete client work when necessary to ensure the delivery of high quality and compliant support to Advisers and clients.
The successful applicant will have:
- Experience as Client Services Manager or Team Leader;
- Experience in the financial services industry and use of XPlan (preferred);
- Excellent communication and interpersonal skills, both written and verbal;
- Ability to present and engage with internal and external stakeholders;
- Driven and motivated to achieve individual and business goals.
If you possess the attributes detailed above and would like to join our team, we look forward to hearing from you.
Applications close Monday 23rd July 2018. Any queries and applications are to be addressed to [email protected].