Senior CSO Team Leader: Client Service & Operations (Melbourne)

Senior CSO Team Leader: Client Service & Operations (Melbourne)

15 Sep
|
Kaizen Recruitment
|
Melbourne

15 Sep

Kaizen Recruitment

Melbourne

Kaizen Recruitment's client, a growing financial planning practice in Melbourne, seeks a Team Leader - Senior Client Service Officer to lead the CSO team and support advisers.

Reporting to the Practice Manager, you will drive service excellence, coach staff, manage workflow in Xplan, and ensure regulatory compliance, while collaborating with paraplanners to deliver high-quality client service.

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📌 Senior CSO Team Leader: Client Service & Operations (Melbourne)
🏢 Kaizen Recruitment
📍 Melbourne

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