Senior Client Services Leader & Operations Coach Melbourne (Australia)

Senior Client Services Leader & Operations Coach Melbourne (Australia)

26 Sep
|
Kaizen Recruitment
|
Australia

26 Sep

Kaizen Recruitment

Australia

Kaizen Recruitment is assisting a well-established financial planning practice in Melbourne to recruit a Team Leader - Senior Client Service Officer. You will lead a CSO team, support advisers and drive 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 systems.
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📌 Senior Client Services Leader & Operations Coach Melbourne (Australia)
🏢 Kaizen Recruitment
📍 Australia

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