Job Description

Woods & Co Recruitment have partnered with a well-established insurance and wealth business located in the heart of Camberwell. This firm prides itself on delivering exceptional service and advice to clients, offering a comprehensive range of financial products and solutions. They are looking for a  proactive and strategic Client Service Manager looking to drive operational efficiency and transformation. 

What’s in it for you?

• $80,000 - $100,000 + Super.
• Supportive and forward-thinking Director.
• WFH available. 
• Lead and optimise client service operations within a growing financial services firm.
• Drive operational efficiency, workflow automation, and digital transformation.

What do you do?

• Lead the client service function, ensuring high-quality support for the director.
• Identify and implement process improvements to drive operational efficiency.
• Optimise workflow automation and digital solutions to streamline service delivery.
• Develop and refine client service procedures to enhance overall client experience.
• Manage compliance and ensure adherence to industry regulations.
• Act as a key point of contact for escalations, resolving client and adviser inquiries effectively.
• Collaborate with advisers and leadership to enhance service strategies.

What do you need?

• Proven experience in client services within financial advice, wealth management, or insurance.
• Strong understanding of compliance and regulatory requirements.
• Experience in process optimisation, workflow automation, and digital transformation.
• Excellent leadership and stakeholder management skills.
• Ability to balance strategic oversight with hands-on problem-solving.
• Strong communication and relationship-building abilities.
• Proficiency in CRM and financial planning software (Xplan experience advantageous).

If you're as passionate about this position as we are, please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion, please call Xavier on 0439 565 880 OR email xavier@woodsco.com.au.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
You will only be contacted if you are shortlisted.