Wealth Management – Client Services Team Leader
Anton Murray Consulting · The Rocks, Sydney · 📍 View on map
About this job
Anton Murray Consulting is currently seeking an experienced professional for a full-time Wealth Management – Client Services Team Leader position located in The Rocks, Sydney. This is an exciting opportunity to join a Tier 1 global Wealth Management Advisory firm in their Sydney office, working in a dynamic environment that offers both contract and temporary employment options.
In this leadership role, you will manage a dedicated team of Client Services and Operations staff, providing essential front office and risk support to the broader business. You will play a pivotal role in driving your team’s performance against strategic objectives, ensuring high standards of operational excellence and client care.
Key responsibilities typically associated with this role include:
- Leading and mentoring a team responsible for various client operations tasks, including client offboarding and deceased estates processing.
- Ensuring smooth daily operations and adherence to internal risk and compliance frameworks.
- Providing robust front office support to facilitate effective business operations.
- Collaborating with internal stakeholders to align team performance with broader strategic objectives.
- Identifying opportunities to streamline processes and improve the overall client service experience.
To be successful in this position, candidates should possess a strong background in wealth management operations and client services, coupled with proven leadership or supervisory experience within a corporate financial services environment. Familiarity with standard industry procedures regarding client onboarding and offboarding, compliance, and risk management will be highly regarded.
If you are a motivated leader looking to advance your career within a prestigious global advisory firm located in the heart of Sydney, we encourage you to apply for this full-time opportunity today.
Apply
Hiring process handled by the employer