Customer Service Manager - Financial Services

Customer Service Manager - Financial Services

Salary:

Contract Type:

Full Time

Location:

Melbourne - VIC

Industry:

Banking & Finance

Contact Name:

Jenny Quigley

Contact Email:

jquigley@sbrecruitment.com

Contact Phone:

02 9002 5005

Date Published:

08-Feb-2026

The Company...
Terrific opportunity to join a respected firm that has been expanding its customer base since 1980. With a solid reputation for buying and selling investment options and a passion for exceptional customer service, a gap exists for an experienced manager to lead a friendly, welcoming team through the next phase of business growth.

The Job...
As Customer Service Manager reporting to the Operations Manager you will be responsible for:
  • Leading, coaching and developing the customer service team to deliver outstanding face to face service
  • Overseeing daily cash transactions and ensuring operational excellence
  • Managing team performance, rosters and workflow to maintain service standards
  • Ensuring compliance with all applicable regulations and company policies
  • Driving continuous improvement initiatives and identifying training needs
  • Handling escalated customer enquiries and resolving complex issues
  • Monitoring accuracy across all transactions and implementing quality controls
  • Reporting on team performance and delivery key metrics to senior leadership
  • Fostering a positive, collaborative team culture focused on service excellence
About You...
The ideal candidate will bring:
  • Proven experience managing customer service teams in a transaction based financial services environment
  • Exceptional leadership and people development skills
  • Outstanding communication abilities with a focus on coaching and mentoring
  • Strong understanding of compliance requirements and operational procedures
  • An upbeat, enthusiastic approach that inspires team performance
  • Ability to balance operational demands with team wellbeing
  • Banking or financial services background highly regarded
  • Physical capability to occasionally lift boxes up to 20kg
Why Join...
This is a unique opportunity to step into a management role with a stable, respected company where service - not sales targets - is the priority. You will have the autonomy to shape team culture while receiving support from experienced leadership.
If you are ready to lead a team in an established and respected investment company we'd love to hear from you.  To find out more please call Jenny on 02 9002 5005 or email jquigley@sbrecruitment.com
APPLY NOW

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