Wealth Management Client Services Lead

Anton Murray Consulting; Sydney; On-site; AUD 120,000 - 210,000; Full time

Job summary

Anton Murray Consulting is seeking an experienced Client Services Team Leader to head a team of adviser assistants within a Wealth Management and stockbroking environment in Sydney CBD.

The role is initially a long-term contract with view to extend or go permanent, reporting to senior management and driving operational excellence, performance and client outcomes. You will balance people leadership with hands-on client-facing wealth management activities.

Qualifications

• Minimum 5+ years' experience in wealth management or related financial services.
• Demonstrated supervisory or team leadership experience, ideally managing adviser assistants.
• Strong knowledge of wealth management processes, investment products and regulatory requirements.
• Excellent interpersonal and communication skills with the ability to lead, motivate and develop team members.
• Strong organisational and time management abilities with capacity to manage multiple priorities.
• High level of professionalism and discretion when handling sensitive client and business information.
• Proficiency with relevant software systems and financial platforms commonly used in wealth management.
• Strong attention to detail and commitment to accuracy in all administrative functions.
• Ability to work effectively both independently and collaboratively within a team environment.
• Relevant financial services qualifications or certifications (such as ASIC or industry-recognised credentials) are highly desirable

Responsibilities

• Lead, supervise and mentor a team of adviser assistants / CSMs, providing clear direction, performance feedback and professional development opportunities
• Manage team scheduling, workload allocation and resource planning to ensure optimal productivity and service delivery
• Conduct regular performance reviews and identify training needs to enhance team capability and career progression
• Support wealth management advisers by ensuring their assistant teams provide comprehensive administrative and operational support
• Maintain high standards of client service by overseeing the quality of work produced by the team
• Develop and implement standard operating procedures and best practices for adviser assistant functions
• Handle escalated issues and complex client enquiries requiring senior-level attention
• Collaborate with other departments to streamline processes and improve efficiency
• Monitor compliance with regulatory requirements and internal policies within your team
• Report on team performance metrics and contribute to strategic planning for the wealth management division

Skills

Team leadership

Wealth management

Client service

Regulatory knowledge

Operations planning

Stakeholder management

Financial services regs

Financial software

Job description

Anton Murray Consulting is seeking an experienced Client Services Team Leader to head a team of adviser assistants within a Wealth Management and stockbroking environment in Sydney CBD.

The role is initially a long-term contract with view to extend or go permanent, reporting to senior management and driving operational excellence, performance and client outcomes. You will balance people leadership with hands-on client-facing wealth management activities.