Senior Client Services Manager - Canberra

Summary about this job

Detail information about job Senior Client Services Manager - Canberra. Terms and conditions vacancy

The Company

Centric Wealth is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.

We put our clients at the heart of everything we do. We are able to do this because Centric Wealth is not owned by a large financial institution. We are not owned by a financial institution, bank, or insurer, so we work with you to help you find the best solutions for your lifestyle and personal circumstances. This gives our clients the confidence that comes from advice that is both expert and holistic.

The Role

We are looking for a committed and experienced Client Services Manager to join our dynamic national business.  Located in our Canberra office, this position is a full-time, 12-month contract, with the opportunity of permanency for the right candidate.

You will be responsible for organising and coordinating Client Services operations and leading the client services team in order to ensure organisational effectiveness, completion of tasks and Client Services standards are met. This position acts as a mentor and trainer and is the conduit for communications, supporting various levels of stakeholders within the Wealth Management team. An important aspect of the role is focusing on increasing efficiencies within the team through improved processes and staff development.

You will need to be an energetic and motivated individual who displays initiative and a flexible and positive attitude. This is an exciting and varied role which will see you interact with people at all levels across the business.

Responsibilities include, but are not limited to:

• Lead and manage a client services team of eight
• Act as an escalation point for Client Services team members and ensure exceptional client service is provided at all times;
• Effectively communicate with advisers, partners and corporate staff in an effective and efficient manner;
• Ensure all client related tasks in their local office or designated region are completed in accordance within internal and external service standards;
• Provide ongoing support and feedback to staff, including assisting in the facilitation of learning and development initiatives.
• You will occasionally be required to participate in project work and carrying out any necessary administration tasks where needed

Qualifications, Skills & Experience:

• 3 - 5 years’ experience in similar role (Preferred)
• Excellent client and stakeholder relationship skills
• Advanced knowledge and understanding of the financial planning process
• Demonstrated ability to communicate effectively with stakeholders
• Proven leadership experience and ability to manage a team of people is highly favourable, however can train for the right person
• Excellent communication skills and attention to detail
• Resourceful, motivated, highly organised, resilient and solutions orientated

In addition to a competitive salary package, you will enjoy the benefits of working within a positive environment with access to ongoing learning and career development opportunities.

Next Steps:

If you are interested in joining our fast-growing company and your skills meet the above criteria, please submit your cover letter and resume by clicking 'Apply'. More experienced candidates are encouraged to apply.