client service manager - wealth.

Some of the duties of a client service manager - wealth include the following:

• leading the client service team: as a client service manager - wealth, you guide and manage a team. You are responsible for their performance and ensure clients receive the best services. You also deal with any challenges that hinder their service provision.
• stepping in on escalated issues: as a client service manager - wealth, you deal with issues escalated to you by client service associates. For instance, you allocate resources and provide suitable responses for pending issues. Ensuring your team works efficiently is your prime responsibility.
• measuring and reporting the team's progress: as client service manager, you monitor the team's performance. You hold a status meeting bi-weekly or monthly to ensure the team is on track and improves productivity. You also prepare reports for other stakeholders to quantify the team's efforts.
• building customer loyalty: as a client service manager in wealth management, you maintain a good relationship with high-value clients. You build brand loyalty by developing long-term relationships. That includes resolving issues promptly and providing valuable advice.

As a client service manager in the wealth department, you work in an office setting at a call centre. Your main responsibility is to oversee teams that provide customer support, but you should also be prepared to handle escalated issues over the phone. Your job does not involve travel, as you primarily communicate with clients through phone, email, or video calls. Additionally, remote work and work-from-home options are available.

Depending on your employer and the industry you work in, your colleagues might include financial advisors, finance analysts and accountants. You might also be working in close proximity to credit officers and customer service managers, as well as other specialists that could include, but not be limited to, auditors, finance business partners, recruitment consultants and client service officers.

As a wealth management client service manager, you work full-time with a schedule from 9 am to 5 pm. However, if you work for a financial services company that offers 24-hour support, you may be required to work in shifts that include early morning and night shifts. Additionally, part-time work may be available for this role.

Client service managers in wealth management have extensive knowledge and expertise in financial planning. Hence, they can expand their certification and become financial advisors or wealth management professionals. Some progress to senior roles in marketing or finance.

Finding your client service manager- wealth job through Randstad provides important advantages such as:

• a wide variety of training and development opportunities
• an experienced contact person to provide help if needed
• a range of opportunities in your area
• get paid weekly or monthly, depending on the job
• temporary and permanent contracts

Want a permanent contract? A temporary job as a client service manager- wealth is often a stepping stone to an attractive permanent job. Thousands of people earn a permanent contract every year with great employers thanks to a temporary job found through Randstad. What's more, many companies recruit their permanent employees through Randstad too.

As a client service manager, your main role is to provide excellent customer service to clients. You are responsible for building and maintaining strong relationships with existing clients, as well as identifying new business opportunities. In the field of wealth management, you work closely with the claims and underwriting teams to ensure that clients' needs are met. Additionally, you prepare regular reports on account performance and provide updates to managers after client meetings.

A client service manager earns $80,000 per year in Australia. The remuneration package fluctuates based on work experience and educational qualifications. When starting, you take home a salary of $70,000 annually. With experience, your duties increase and become more complex. Hence, your salary increases to over $90,000 yearly.

As a client service manager, your primary duty is to boost customer satisfaction and help your employer meet their business goals. You require interpersonal skills to maintain connections with clients. It is important to be approachable and friendly to build lasting relationships with clients. Leadership skills are also vital since you manage a team of client service associates. Other qualities required include empathy and active listening skills.

Since many companies offering financial services rely on client service departments, being a client service manager is a promising career with multiple employment opportunities. The skills you acquire as a client service manager nurture you for senior roles.

Qualifications in commerce or business management are highly advantageous for those interested in becoming a client service manager, although there are no mandatory requirements for the job. A bachelor's degree in accounting, business management, or commerce is an excellent starting point. In addition, extensive work experience is necessary.

Applying for a client service manager job is easy: create a Randstad profile and search our job offers for vacancies in your area. Then send us your CV and cover letter. Need help with your application? Check out all our job search tips here.