Team Leader Superannuation & SMA Support
Hybrid
Core
Lead a team of 9-10 Support Consultants to deliver exceptional service across phone, email, and chat channels for advisers and investors in managed accounts and superannuation.
Role type
Senior Team Leader, Client Services Operations
Builds
Client service operations and support for wealth management products
Domain
Financial Services / Wealth Management / Superannuation
Deliverable
dashboards & analysis
Required skills
Team leadership, Coaching, Performance management, Workflow management, Escalation handling, Service level monitoring, Process improvement, Financial product knowledge, Regulatory compliance, Analytical skills
Preferred skills
Succession planning, Stakeholder engagement, Change management