Job Title: Customer Service Manager (ANZSCO 149212) Location: Beenleigh, QLD 48 Kokoda Street, Beenleigh, Queensland 4207 Company Overview: Altitude Wealth Solutions is a respected financial planning and advisory firm based in Queensland, operating as a Corporate Authorised Representative of Viridian Advisory Pty Ltd under AFSL 476223. Focused on delivering tailored financial, retirement, and estate planning services, the firm supports individuals, families, and businesses across various stages of life. With its head office located in Beenleigh and additional branches in Emerald and Toowoomba, Altitude’s experienced team offers a wide range of services, including: Retirement and superannuation advice Income protection and wealth creation Centrelink support and aged care guidance Business succession and estate planning Tax and redundancy strategies The team includes Senior Financial Planners such as Dan Fletcher in Emerald, Bruce Shelton in Toowoomba, and consultants in Beenleigh, each bringing a strong track record of ethical advice and long-term client relationships. Altitude Wealth Solutions prides itself on delivering clear, jargon-free guidance that helps clients maximise their financial outcomes and confidently plan for the future. ____________________________________________________________________________________________ Position Summary: Altitude Wealth Solutions is seeking a Customer Service Manager to enhance client care standards, oversee workflow across CRM tools, and support compliance/admin for our financial advisers. Key Duties: Manage client follow-up, scheduling, and onboarding Liaise between clients and financial planners Oversee CRM data accuracy and document management Monitor customer service KPIs and implement improvements Train admin staff in support systems Required Skills & Experience: 3 years in customer service or admin support Financial services or professional services background preferred Strong interpersonal and tech skills (CRM, Excel) Salary: $80,000–$90,000 per annum super Hours of work: Full time ____________________________________________________________________________________________ How to Apply: Interested candidates are invited to submit their resume and cover letter to: Email: [email protected] Address: The Suites, 3 Clunies Ross Court, Eight Mile Plains, Queensland 4113, Australia