Client Services Lead — Wealth & HNW Advisory

at; Council of the City of Sydney; On-site; AUD 120,000 - 150,000; Full time

Job summary

A leading financial services firm in New South Wales is seeking a Head of Client Services to manage high-net-worth client relationships. You will deliver premium service, lead a high-performing team, and drive operational excellence while ensuring compliance with Australian regulations. This role requires strong leadership and strategic thinking abilities. Candidates must have 7+ years' experience in relevant fields and a commitment to fostering a collaborative team culture.

Qualifications

• 7+ years' experience in client services, operations, or contact centres.
• Experience leading teams for high-net-worth clients.
• Strong knowledge of Australian financial regulations.

Responsibilities

• Lead client service strategies and operational excellence.
• Manage high-performing teams with clear expectations.
• Engage with stakeholders and build strong client relationships.
• Provide insights and support strategic planning.

Skills

Leadership in client services

Operational excellence

Stakeholder engagement

Commercial acumen

Change management

Education

Qualifications in Client Service or related disciplines

Additional qualifications in Financial Services or Leadership

Job description

A leading financial services firm in New South Wales is seeking a Head of Client Services to manage high-net-worth client relationships. You will deliver premium service, lead a high-performing team, and drive operational excellence while ensuring compliance with Australian regulations. This role requires strong leadership and strategic thinking abilities. Candidates must have 7+ years' experience in relevant fields and a commitment to fostering a collaborative team culture.