Senior Cso Team Leader: Client Service & Operations (Victoria)

Senior Cso Team Leader: Client Service & Operations (Victoria)

15 Sep
|
Kaizen Recruitment
|
Victoria

15 Sep

Kaizen Recruitment

Victoria

Job Description
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.
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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.

📌 Senior Cso Team Leader: Client Service & Operations (Victoria)
🏢 Kaizen Recruitment
📍 Victoria

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