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Form of workAbout Us
Strategem is a leading provider of accounting, advisory and wealth management services. This is an opportunity to join and be part of a celebrated team who has been providing forward focused, innovative and tailored advice to clients for over 90 years.
People are at the core of what we do, whether that be our clients or our team members. Our purpose is to enrich lives through better financial decisions and you can be a part of that!
The Opportunity
We are seeking an experienced Client Services Manager. Reporting to the General Manager this role is part of our Investment Services team. The successful candidate will find this multitasking role, rewarding in a fast-paced environment.
This role is responsible to:
- Effectively manage and lead a team of direct reports.
- Provide accurate reporting for the function.
- Championing the client experience across the department, always putting the client first.
- Establishing rapport with advisor group to provide multi-level support within team.
- The ability to lead and influence to drive improvements within the function.
About you
The successful candidate will possess the following:
- Minimum of 5 years of experience in the financial services industry, with a focus on Client Services.
- Proven experience in managing teams and workflows.
- Ability to multitask and manage competing priorities in a fast-paced environment.
- Excellent interpersonal, communication, and leadership skills.
- Strong understanding of financial products and services.
- Proficiency in relevant software applications.
Life at Strategem
At Strategem you will find a fun and supportive environment where you can make a difference and grow your career. We are committed to the ongoing development of our people.
We want our people to be their best and achieve the right balance for work and home, we offer various flexibility options such as: hybrid work, flexible hours of work, monthly RDO’s and health and wellbeing days.
We’re proud of the role we play in our community, team members have the ability to get involved and support causes they’re passionate about through the Strategem Community Foundation.
Other benefits include – Access to discounted expertise, regular team gatherings, EAP, referral bonuses and an industry competitive salary package.
If you are motivated by being challenged, are passionate about people and making a difference through your work this may just be the role you are searching for.
Please note: Screening and interviews may commence prior to closing date.
Apply now or contact us **@strategem.com.au for more information.
