Job Description

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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