team leader - client services in melbourne cbd

posted
job type
permanent
salary
AU$ 80,000 per year
apply now

job details

posted
location
melbourne cbd, victoria
job category
banking & financial services
job type
permanent
salary
AU$ 80,000 per year
reference number
90M0345757_1525326602
phone
00 00
apply now

job description

Responsibilities:

- Contribute to and support the Client Services strategy and support and drive the team culture, engagement and improve productivity

- Implement new processes to manage workflow and process improvement across the team

- Manage stakeholder relationships

- Managing scorecards and productivity of the team and developing career pathways to attract and retain talent and managing recruitment as required

- Manage processes and quality across the team and to ensure all team members meet quality and compliance standards and provide technical coaching sessions

- Provide technical support, compliance support and manage the delivery of training support and resources across the team

- Ensure clients' needs are effectively addressed and team processes run smoothly in relation to the lodgement and completion of business and across client interactions

To be considered for the role:

3+ years in Financial Planning Administration leadership

DFP

To learn more about the company and the role, contact Geraldine on 03 8319 1165 or email geraldine.libatique@randstad.com.au



skills

Client Services Manager, Team Leader,

qualification

Degree Qualified
3+ years in Financial Planning Administration Leadership
DFP

educational requirements

Bachelor Degree