At a Glance
- Tasks: Lead client experience and streamline service workflows for cross-border financial advice.
- Company: Hoxton Wealth Group, a forward-thinking financial advisory firm in Australia.
- Benefits: Competitive salary, flexible work arrangements, and opportunities for professional growth.
- Other info: Join a dynamic team focused on innovation and client satisfaction.
- Why this job: Make a real difference in clients' lives while shaping the future of financial advice.
- Qualifications: Experience in client service and strong leadership skills required.
The predicted salary is between 82800 - 101200 $ per year.
Hoxton Wealth Group in Australia seeks a Senior Client Service Officer to own day-to-day client experience, working with advisers, paraplanners and operations.
This role is a senior contact for clients, guiding junior staff and ensuring service workflows run smoothly across cross-border needs.
You will leverage modern advice technology, identify bottlenecks, and help improve templates, checklists and processes.
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Senior Client Experience Lead in Sydney employer: Hoxton Wealth Group
At Hoxton, we pride ourselves on being an exceptional employer, offering a dynamic work environment where innovation meets collaboration. Our commitment to investing in modern advice technology not only streamlines processes but also empowers our team to focus on high-value work, ensuring that you can make a meaningful impact on our clients' financial journeys. With ample opportunities for professional growth and a supportive culture that values your input, you'll thrive in a role that challenges you while providing the tools and resources needed for success.