At a Glance
- Tasks: Lead client services and coordinate between clients, advisers, and support teams.
- Company: Elite Talent Solutions, a dynamic financial planning firm in Melbourne.
- Benefits: Competitive salary, career progression opportunities, and supportive team environment.
- Other info: Join a small, collaborative team with a focus on professional growth.
- Why this job: Make a real difference in clients' financial journeys while developing your leadership skills.
- Qualifications: Experience in client services and strong communication skills required.
The predicted salary is between 81000 - 99000 $ per year.
Elite Talent Solutions' Melbourne client seeks an experienced Client Services Manager to own the client service function in a small financial planning team in Melbourne's inner East.
You will coordinate between clients, advisers and an offshore support team to ensure nothing falls through the cracks.
Reporting to Directors, you will train and guide offshore staff, improve workflows, and support career progression within a nationally aligned group.
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Senior Client Services Manager, Financial Planning in Melbourne employer: Elite Talent Solutions
Join a well-established multi-partner accounting firm in the heart of Melbourne CBD, where you will have the autonomy to lead and shape the corporate secretarial division. With a strong focus on employee growth and a supportive work culture, this role offers flexibility, an attractive salary package, and the chance to develop new service offerings in a stable environment with long-tenured staff. This is an excellent opportunity for experienced professionals seeking meaningful and rewarding employment.
