Berritta Consulting in Australia is seeking a Senior Client Services Manager / Team Leader to oversee a small client services team within its Financial Planning group. The role combines hands-on client services with leadership of three CSOs and virtual assistants, offering a explicit pathway into Operations or Office Management.
You'll coordinate workloads, guide staff, and manage client support across the advice process while maintaining robust client documentation and compliance.
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📌 Senior CSM & Team Lead — Path to Operations (Western Australia)
🏢 Berritta Consulting
📍 Western Australia
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