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 strong 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 role
- Sydney-based role in a hybrid working setup
- $120,000.00 - $125,000.00 package
- Opportunity to lead a stable and growing team of 10 consultants
- Supportive and collaborative culture
- Exposure to complex asset transfer processes
- Ongoing leadership and career development opportunities
- A business that values continuous improvement and innovation
Key Responsibilities:
- Lead, coach and develop a high-performing Client Services team
- Manage team workflows and ensure service levels are achieved
- Monitor quality across calls, email and client interactions
- Act as an escalation point for complex client and adviser matters
- Drive continuous improvement and service excellence initiatives
- Build strong relationships with internal stakeholders and key clients
- Support compliance, risk management and operational standards
- Contribute to reporting, coaching and team development activities
About You:
- 5+ years’ experience within financial services
- Previous experience leading or coaching teams within financial services, investment platforms or contact centre environments
- Strong understanding of investment platforms, superannuation, managed accounts and administration processes
- Proven ability to manage service levels, operational performance and quality frameworks
- Excellent stakeholder management and communication skills
- Strong problem-solving and decision-making capability
- A proactive mindset with a passion for continuous improvement and client service excellence
If you are a driven leader with a passion for client service and operational excellence, we would love to hear from you.
