Job Description
Kaizen Recruitment is assisting a well-established financial planning practice in Melbourne to recruit a Team Leader - Senior Client Service Officer.
The role provides day-to-day leadership to a CSO team, supports advisers and drives operational excellence across the practice.
You will coach and coordinate a team, manage client administration, reviews and service requests, and contribute to business improvement initiatives while ensuring compliance and accurate records in Xplan and related
📌 Senior Client Services Team Lead & Operations Coach (Victoria)
🏢 Kaizen Recruitment
📍 Victoria
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