Stake2 followers19 jobs

Client Service Manager

Mid levelFull-timeOfficeSydney NSW, AustraliaPosted 3 weeks agoVerified 4 weeks ago
Pending fitX of Y criteria met

About the job

The Client Service Manager job at Stake is all about empowering customers to confidently manage their self-managed super funds (SMSFs). This position plays a crucial role in enhancing customer satisfaction and retention by building strong relationships and delivering exceptional service. The team thrives on collaboration, moving quickly, and taking ownership of outcomes, all while working in a hybrid environment that balances office and remote work.

Meet the team

About the company

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You'll be responsible for

❤️

Building relationships

Become a trusted advisor to your portfolio of SMSF customers, fostering long-term relationships that drive satisfaction and retention.
🌟

Delivering customer experiences

Create consistently high-quality customer experiences across various channels, helping customers navigate important financial decisions with confidence.
🔍

Identifying improvement opportunities

Identify opportunities to improve customer journeys, simplifying experiences and raising the bar for service across the business.

Key criteria

📊

Customer relationship management experience

Proven experience managing customer relationships in financial services.

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🧩

Self-Managed Super Funds knowledge

Demonstrated understanding of SMSF administration and processes.

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🔍

Attention to detail

Strong attention to detail in managing competing priorities effectively.

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A meaningful career starts with a match

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View your fit

5 criteria for this job
Customer relationship management experience
Proven experience managing customer relationships in financial services.

View

Self-Managed Super Funds knowledge
Demonstrated understanding of SMSF administration and processes.

View

Attention to detail
Strong attention to detail in managing competing priorities effectively.

View

Collaborative teamwork skills
Experience working collaboratively across teams to enhance customer experiences.

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Growth opportunity identification
Proven ability to uncover growth and retention opportunities within portfolios.

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