Lead Client Relationship Manager
Lead a team of Client Relationship Managers at AMP Advice, Docklands.
Summary about this job
Client & Sales Administration
Company: AMP Services Limited
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-3-8722-5293
Fax: +61-7-2844-3515
E-mail: n\a
Site: n\a
Detail information about job Lead Client Relationship Manager. Terms and conditions vacancy
Purpose of the role
The Lead Client Relationship Manager is responsible for the effective leadership of the advice support team (i.e. Client Relationship Managers (CRMs), concierge teams and reception staff) to ensure high quality service to clients and operational effectiveness of the client service team.
Main focus areas
- Manage the workflow and service standards of all members of the support team.
- Ensure advice is delivered in accordance with Advice standards, ensuring adherence to internal client service standards.
- Ensure that all client service related procedures are documented and consistent with practice.
- Deliver a high standard of client service, reflected through high scores for client satisfaction.
- Co-ordinate and facilitate training and induction for all members of the support team.
- Provide coaching, guidance and mentoring to all members of the support team; manage their performance and development.
- Recruit new team members as required and process onboarding and offboarding
- Ensure all required compliance standards, processes and policies are met.
- Contribute to the implementation of AMP Advice initiatives, including project work arising from industry change, growth strategies (such as acquisitions or integration) and new products, advice offers or product features.
Experience required
- Solid experience within financial services, with experience within a financial planning firm.
- Experience in working in client-facing roles within financial services
- Experience in directly managing an operational team preferred.
- Ability to communicate well with financial advisers and other stakeholders
- Strong operational skills with a capacity to translate plans into implementation activities.
- Interest in leadership, team mentoring and coaching.
- Experience with P & L
- Strong on systems and processes
- Experience with XPLAN desirable
Qualification/s required
Academic credentials within a related field; Diploma of Financial Planning, or RG146 qualification preferred, but not essential.
Why AMP?
Working for AMP means working for a company that empowers its people to make a difference, while providing the support of a highly talented, experienced team. We understand that it is our customers that make us great. And because people achieve their best in different ways, our culture is flexible and supportive, to give you the freedom to focus on outcomes rather than just processes.
Our Culture
AMP is an organisation like few others. We enjoy a culture that recognises individuality yet encourages collaboration, giving real meaning to our work and making a difference to our people and our customers.
Benefits
Access a great range of benefits such as flexible working options, retail discounts, competitive home loan rates, leading superannuation contribution, discounted financial advice and personal insurance.
Inclusion & diversity
AMP welcomes people with all kinds of life and work experiences. Our individual differences - and collective strength - make for great employee, customer and business outcomes. What unique insights could you bring to the AMP team?