Customer Service Manager (People Leader Role)

Who We Are Smart Financial provide holistic Financial Planning services and have been part of the local Illawarra community since 2007. Founded in Shellharbour Village, our team has enjoyed significant growth with over 35 staff, because of the success of our clients. We now have our Head office in Warilla and a strong presence in the Shoalhaven area with a second office in Nowra. We pride ourselves on being part of the local community and making an impact where we live. We provide holistic financial advice and mortgage broking services, helping clients to unlock their best financial future. Why join us We are clear on our vision and direction. We want to be a leader in proving outstanding client service and don’t settle for less. We’ve Been Through Significant Growth Since Our Foundation And We Make No Secret Of Wanting To Be At The Forefront Of The Industry. Joining Our Team We Offer Competitive salary & leave benefits Flexibility in your hours A vibrant workplace and a genuine desire to continuously improve and listen to your views on how we can be better A modern workplace with full kitchen facilities in an open plan office space Supportive workplace and culture Career development and education opportunities About The Role The Client Service Manager is an integral part of our success. Reporting into the General Manager, you will have ownership of: Day to day management of the administration staff including team meetings and delivery of business objectives The day-to-day management of workflow amongst our administration staff Ensuring that the team are operating in line with agreed workflows and practices Setting the standard for our client service and client engagement, ensuring we bring an opening night principle to all customer interactions Tracking of service standards and highlighting to management any bottlenecks Working with our offshore staff Having a staff level strategy About You You above all will be someone who just loves to get stuff done! You love getting involved and when you see something that needs doing, you get on with doing it! You bring energy and passion and must have a genuine love for what we do. You get your biggest kicks out of coaching your team and seeing them grow and be successful. Their success is your success. The Successful Person Must Have 5+ years of people leadership experience and 2 years experience in the advice industry Proficiency in Xplan is desirable but not entirely essential It Is Desirable For The Person To Have Ideally a qualification in financial services (such as a Diploma of Financial Service, Financial Planning) - not essential but desirable Some understanding of the advice industry history and the upcoming legislative environment A history of communicating and presenting to senior stakeholders Interviews will be conducted throughout the advertisement period and this role may be filled prior to expiration of this advertisement.