Client Experience Lead β€” Financial Planning in Melbourne

Client Experience Lead β€” Financial Planning in Melbourne

Melbourne Full-Time 71100 - 86900 $ / year (est.) On-site
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At a Glance

  • Tasks: Lead and empower an offshore client services team to enhance client experiences.
  • Company: Leading Financial Services firm in Melbourne with a supportive team culture.
  • Benefits: Career growth opportunities and a collaborative work environment.
  • Other info: Join a dynamic team focused on operational excellence.
  • Why this job: Make a real difference in client experiences while developing your leadership skills.
  • Qualifications: Over 2 years of client service experience in financial planning and strong communication skills.

The predicted salary is between 71100 - 86900 $ per year.

A leading Financial Services firm in Melbourne is seeking a Client Services Manager to lead and empower an offshore client services team.

This role focuses on ensuring smooth client experiences and operational excellence.

Ideal candidates will have over 2 years of client service experience in financial planning and exceptional communication and organizational skills.

The firm offers career growth opportunities and a supportive team culture.

Client Experience Lead β€” Financial Planning in Melbourne employer: Fuse Recruitment

Join a prestigious wealth management firm in Melbourne's CBD, where you will thrive in a collaborative and innovative environment that prioritises professionalism and client-centred service. As an Experienced Paraplanner, you'll have the opportunity to refine your skills while contributing to the firm's reputation for excellence, all within a supportive culture that encourages career progression and personal growth.

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Contact Details:

Fuse Recruitment Recruitment Team

We think you need these skills to ace Client Experience Lead β€” Financial Planning in Melbourne

Client Service Experience
Financial Planning Knowledge
Communication Skills
Organisational Skills
Team Leadership
Operational Excellence
Problem-Solving Skills