We are seeking an experienced and client-focused Client Service Manager to lead our client service team within a high-performing Australian stockbroking firm. This pivotal role involves managing a team of 8–10 client service professionals, ensuring seamless service delivery, driving process improvement, and maintaining the highest levels of client satisfaction in a regulated, fast-paced financial environment. Key Responsibilities Lead, coach, and manage a team of 8–10 client service representatives. Oversee daily operations related to client onboarding, account maintenance, trade support, and query resolution. Ensure all client interactions comply with relevant regulatory requirements (e.g. ASIC, ASX, AML/CTF). Act as an escalation point for complex client issues, ensuring timely and effective resolution. Work closely with brokers, compliance, operations, and IT to improve service workflows and support systems. Analyse client service metrics and reporting to identify trends and drive improvements. Support training and professional development for team members. Contribute to internal audits and ensure readiness for external reviews or regulatory assessments. Champion a client-first culture while balancing operational risk and compliance standards. Required Qualifications & Experience 5 years’ experience in financial services, preferably within stockbroking, wealth management, or investment banking. Minimum 2 years in a team leadership or management role. Strong understanding of ASX trading operations, client onboarding (including KYC/AML), and settlement processes. Demonstrated experience in managing service delivery and improving operational efficiencies. Familiarity with relevant Australian regulatory frameworks (ASIC, ASX, AUSTRAC). Excellent communication, interpersonal, and stakeholder management skills. Proven ability to manage team performance, set goals, and support career development. Interested candidates please hit 'apply' or call Fran on 0410 352 856.
