Client Services Team leader - Wealth Management

We are seeking an experienced Team Leader / Manager to lead a team of Client Service Managers within a Wealth Management / Stockbroking environment.

This role will be initially hired as a long-term contract with view to extend and or go permanent, based in Sydney CBD.

This is a strategic leadership position within our wealth management division, where you will oversee and develop a team of adviser assistants whilst maintaining direct involvement in client-facing wealth management activities. This role is pivotal in ensuring operational excellence, team performance and the delivery of outstanding client outcomes. You will report directly to senior management and play a key role in driving efficiency and professional standards across the adviser assistant function.

The role is accountable for ensuring the business is supported by scalable, high-performing teams that deliver exceptional service. Leading these teams requires a versatile and experienced leader capable of balancing people leadership, operational execution, and strategic priorities while navigating complex stakeholder environments. Success in the role depends on the ability to build trusted relationships, influence outcomes through effective communication and diplomacy, and bring together diverse stakeholders to achieve shared business objectives. The role plays a key part in ensuring the broader business can operate effectively and sustainably as it continues to grow.

Key responsibilities

- Lead, supervise and mentor a team of 10 adviser assistants / CSMs, providing transparent 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

Qualifications and Experience

- Minimum 5+ years' experience in wealth management or a related financial services environment
- Demonstrated experience in a supervisory or team leadership role, ideally managing adviser assistants or similar support functions
- Strong knowledge of wealth management processes, investment products and financial services regulations
- Excellent interpersonal and communication skills with the ability to lead, motivate and develop team members
- Proven 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

📌 Client Services Team leader (Sydney)
🏢 Anton Murray Consulting
📍 Sydney