Mayday Recruitment is currently seeking an experienced and people-focused Client Services Team Lead to join a high-performing financial services organisation.This is an exciting opportunity for a robust leader with a passion for service excellence, coaching and operational performance to lead a team delivering exceptional support to advisers and clients across multiple service channels.You will play a key role in driving service standards, uplifting team capability and ensuring a seamless client experience while acting as a subject matter expert across investment platform products, systems and processes.What's in it for you?
Sydney-based role in a hybrid working setup$120,****** - $125,****** packageOpportunity to lead a stable and growing team of 10 consultantsSupportive and collaborative cultureExposure to complex asset transfer processesOngoing leadership and career development opportunitiesA business that values continuous improvement and innovationMayday Recruitment is currently seeking an experienced and people-focused Client Services Team Lead to join a high-performing financial services organisation.This is an exciting opportunity for a solid leader with a passion for service excellence, coaching and operational performance to lead a team delivering exceptional support to advisers and clients across multiple service channels.You will play a key role in driving service standards, uplifting team capability and ensuring a seamless client experience while acting as a subject matter expert across investment platform products, systems and processes.What's in it for you?




Full-time permanent roleSydney-based role in a hybrid working setup$120,****** - $125,****** packageOpportunity to lead a stable and growing team of 10 consultantsSupportive and collaborative cultureExposure to complex asset transfer processesOngoing leadership and career development opportunitiesA business that values continuous improvement and innovationKey Responsibilities:Lead, coach and develop a high-performing Client Services teamManage team workflows and ensure service levels are achievedMonitor quality across calls, email and client interactionsAct as an escalation point for complex client and adviser mattersDrive continuous improvement and service excellence initiativesBuild strong relationships with internal stakeholders and key clientsSupport compliance, risk management and operational standardsContribute to reporting, coaching and team development activitiesAbout You:5+ years' experience within financial servicesPrevious experience leading or coaching teams within financial services, investment platforms or contact centre environmentsStrong understanding of investment platforms, superannuation, managed accounts and administration processesProven ability to manage service levels, operational performance and quality frameworksExcellent stakeholder management and communication skillsStrong problem-solving and decision-making capabilityA proactive mindset with a passion for continuous improvement and client service excellenceIf you are a driven leader with a passion for client service and operational excellence, we would love to hear from you.Be careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Client Services Team Leader (New South Wales)
🏢 Mayday Recruitment Group
📍 New South Wales