Woods & Co Recruitment have partnered with a leading private wealth firm seeking a Client Service Manager to lead and elevate a client service team, providing unparalleled support to HNW and UHNW clients. This is a rare opportunity to join a prestigious private wealth environment where leadership, client focus, and operational excellence intersect.
You will play a pivotal role in shaping and driving the client experience, ensuring service standards exceed expectations while mentoring and inspiring a high-performing team. Your influence will extend beyond day-to-day operations to shaping processes, enhancing service delivery, and contributing to the strategic growth of the business.
What's in it for you?
$100,000 - $125,000 + Super
Lead and shape a high-performing client service team in a prestigious, client-centric environment.
Exposure to a sophisticated HNW and UHNW client base, with opportunities to build lasting professional relationships.
Participate in strategic initiatives and influence the future of client service delivery.
What do you do?
Lead, mentor, and develop a team of client service professionals, fostering a culture of excellence, accountability, and collaboration.
Act as the primary escalation point for HNW and UHNW client enquiries, ensuring issues are resolved efficiently and to the highest standard.
Collaborate with advisers, planners, and internal stakeholders to coordinate bespoke solutions for clients.
Drive operational improvements and implement service initiatives to enhance client experience.
Provide strategic input into client service policies and procedures, ensuring they align with business goals.
What do you need?
Demonstrated leadership experience in private wealth or financial services, preferably supporting HNW and UHNW clients.
Exceptional client relationship management skills with the ability to anticipate needs and deliver tailored solutions.
Strong operational and process management expertise, with a track record of improving service efficiency.
Outstanding communication, presentation, and interpersonal skills.
Experience mentoring and developing high-performing teams.
Sound understanding of wealth management products, platforms, and compliance obligations.
* Only shortlisted candidates will be contacted.
If you’re motivated by growth, autonomy, and the opportunity to build something meaningful in your market, we’d love to connect.
For a confidential discussion, contact Xavier on 0439 565 880 or email xavier@woodsco.com.au.
Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce that values all backgrounds and experiences. We do not discriminate and encourage applications from Aboriginal and Torres Strait Islander people, people from culturally and/or linguistically diverse backgrounds, all members and genders of the LGBTQI community, and people with disability
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