FIA Client Services Associates Team Leader

At a Glance:

Statement of Interest: Yes 

Contact: Mitch Cde Baca

The Opportunity:

The CSA group is looking for a new CSA Team Leader to hire and develop talent at Fisher Investments Australia. As a CSA TL you’ll get the opportunity to lead through change, develop talent through real-time coaching, and work with other CSA TLs to build a strong culture within the department.

A successful CSA TL is high-minded and customer-focused, always understanding the importance of managing work and developing future leaders to achieve performance results on their team and the department. The CSA group is looking for someone that prioritizes the empowerment of those around them, can motivate team members to work towards common goals, enjoys celebrating team’s successes, and has an ability to coach through adversity.

The Day-to-Day:

• Oversee the development and performance of a team of CSAs to ensure they are providing unparalleled service
• Participate in the hiring and evaluation of new CSAs
• Act as a resource, providing guidance to team members in goal setting and professional development
• Ensure we are remaining compliant in an ever-changing regulatory environment
• Work closely with internal and external departments to handle client elevations
• Guarantee client service guidelines are met through oversight, supervision, guidance, and reporting

Your Qualifications:

• University degree or equivalent combination of education and experience required
• Able to interface with various levels of management
• Excellent problem solving and judgment
• Strong interpersonal and communication skills
• Ability to identify opportunities for increased efficiency and effectiveness
• Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities
• Able to interface with different departments within the company

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Mitch Cde Baca.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER