Job Title

OverviewJoin a financial planning firm that puts your expertise and passion first. With a skilled team of advisors and dedicated support staff across multiple locations nationally, the firm prides itself on understanding each client''s unique situation, risk profile, and goals. You''ll have the opportunity to craft tailored strategies that maximise wealth through expert guidance on investments, superannuation, tax structures, and moreall delivered with care, security, and efficiency.For over 15 years, the firm has built trusted, long-term relationships based on independence, expertise, and personalised service. Their comprehensive approach supports clients through every stage of life. Here, you''ll join a team that doesn''t just manage money - they truly understand people.THE ROLEOur client is seeking a proactive Senior Client Services Manager with team lead experience to oversee client service operations across Queensland. This is a hybrid role offering the chance to manage a small portfolio of high-value clients (including SMSFs) for the Head of Advice, while also leading the BAU functions for the CSM team and day-to-day people management. You''ll be supported by a fellow Senior CSM who assists the team with all CRM and process training responsibilities.This opportunity is ideal for someone looking to step up from a Senior CSM role or for those currently holding team lead responsibilities who are seeking greater exposure and leadership opportunities.KEY RESPONSIBILITIESLead and support the administration team, including daily workflow oversight, task allocation, training, and issue escalationManage a diverse portfolio of clients, including SMSF clients, ensuring high-quality service delivery.Build a cohesive, high-performing team culture focused on efficiency, client value, and risk mitigationEnsure alignment with business service standards and client value propositions (CVP)Act as a key point of contact between CSMs, advisers, and senior leadershipSupport onboarding and induction of new staff, including system access and trainingAssist senior CSMs with training and development duties as part of training manager responsibilitiesManage team performance in coordination with HR and Operations Manager, addressing any process, behavioural, or performance issuesOversee acquisition-related tasks, such as Xplan data transfer and EFM code updatesRun weekly admin meetings, share updates, deliver training, and document minutesCommunicate clearly with the team regarding business activities, changes, and expectationsParticipate in training, marketing activities, and special projects as requiredFollow internal policies and procedures at all timesWHAT YOU NEED TO SUCCEED IN THIS ROLE5+ years in the industry or as a Senior Client Service ManagerProficient in MS Office (Word, Excel, Outlook, Internet Explorer)Highly organised with excellent time management skillsProactive and directive with the ability to stay one step aheadExcellent attention to detail and a thorough approach to tasksStrong written and verbal communication skillsExcellent presentation and customer service skillsFriendly, approachable, and adaptableFull driver''s licence and willingness to travel to offices across Queensland as neededWHAT IS ON OFFER4 weeks leave + 3 rewards days at Christmas shut downBirthday leaveA vibe day that staff can use to their own discretion/wellbeingApply now with your CV and cover letter we look forward to hearing from you.Please note: Our client has offices across Queensland and welcomes applications from candidates based outside of West End. If you''re open to occasional travel, we still encourage you to apply.Applicants must be Australian Citizens or Permanent Residents to be considered. #J-18808-Ljbffr