Kaizen Recruitment is seeking a Senior Client Service Officer / Team Leader to guide a team of Client Service Officers within a financial planning setting. You will serve as the primary escalation point for operational queries, coordinate workflow across the team and contribute to business improvement initiatives.
You will mentor staff, support advice preparation, and ensure client service standards are met while maintaining compliant processes and accurate records in Xplan.
J-18808-Ljbffr
📌 Team Lead, Client Services & Financial Planning Ops Melbourne (Australia)
🏢 Kaizen Recruitment
📍 Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.