Client Services Lead – Financial Planning | Flexible + Bonus

A well-regarded financial planning firm in Australia is seeking a proactive Client Services Manager to lead and mentor their client services team. This pivotal role involves overseeing client service processes, ensuring compliance and operational efficiency, and engaging directly with clients and advisers. The ideal candidate will have a strong background in client services and proven leadership skills. An understanding of superannuation and experience with XPlan are highly advantageous. Join a team that values collaboration and excels in service delivery. #J-18808-Ljbffr