To lead the client service team in the provision of advice and ongoing service to recent and existing HNW/UHNW retail and wholesale clients.
Duties and Responsibilities
- The day-to-day leadership and operations of the back-office team
- Setting the standard for client service and client engagement
- Delegate work and ensure KPIs are met within the advice support team
- Ensuring all service obligations are met
Skills & Experience
- 5+ years experience in the financial advice industry
- 2+ years of people leadership experience
- Excellent communication skills
- Clear understanding of the advice industry history and the legislative environment
If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 0451 129 269
📌 Client Services Team Leader (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.