client service manager - team leader in Australia

lavender pham, randstad
job type
AU$ 85 - AU$ 95 per year

job details

banking & financial services
job type
working hours
AU$ 85 - AU$ 95 per year
reference number
lavender pham, randstad
Apply with

job description

Your new company

Our client has been helping people and businesses build strong financial futures since 1997 and has a unique mindset in providing Financial Freedom. They specialise in a range of services including Wealth Management, Corporate Services, Accounting, Mortgages and Leasing. With dedicated teams and a focused approach, they have six offices nation wide and are continuing to grow at a rapid pace.

Your new role

Lead a team of 5 client service managers within their integral client services, responsible for servicing clients, advisors, employers and third parties. Mentor team members who aim to provide information and assist with queries across Superannuation, Investments and Pension accounts.

  • Manage day to day activites of the team fostering teamwork and collaboration across advisors
  • Preparation of SoA packs, lodgement and implementation of advice documents
  • Conduct performance reviews through structured one on one sessions, side by side call listening and coaching sessions
  • Tackle client escalation and initiate improvements across Client Operations
  • Report on key team metrics on daily and weekly basis
  • Build key stakeholder relationships to improve service experience of clients, advisors and employers

Your skillset and experience

  • Must have CSM experience or an individual looking for the next stage as a team leader within the financial planning space
  • COIN desirable
  • Noted customer focus and ability to solve complex problems
  • Proficient communication skills, high attention to detail and proactive work ethic
  • Super, Investment, Centrelink, SMSF, Insurance, Direct share, Platform Knoeldge

Whats in it for you?

  • Mentor a professional, collaborative and high functioning team to effectively service customers needs and interests
  • Gain industry leading experience within this reputable company that will launch your career to the next level
  • Limitless growth within a fast growing business with exciting visions for growth
  • Enjoy the convenience of the office being just minutes from Wynyard Station and Pitt Street Mall.

Your next step

To launch your career, click ‘apply now’ or contact Lavender Pham, on 8215 1067 or email your updated CV to

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.


client services, team lead, financial planning, management



educational requirements

Secondary School/High School