Client Service Manager Team Leader

1 week ago

Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time
Team Leader – Client Services Manager | Boutique Wealth Management | $120,000–$130,000 + Super

About the Opportunity

Representing a national boutique advice group experiencing strong, strategic growth, this firm blends professionalism with innovation to deliver exceptional outcomes for clients and staff alike.

As Team Leader Client Services Manager, you'll oversee a capable and motivated team across Sydney and Brisbane. Your focus will be on optimising workflows, mentoring staff, and maintaining the highest standards of client service and operational excellence.

Working closely with senior management and advisers, you'll play a key role in driving continuous improvement and shaping the next phase of the firm's growth journey.

Key Responsibilities

  • Lead, mentor, and develop a team of Client Service professionals (CSMs, CSOs, CSAs)
  • Manage workflow, task allocation, and service delivery standards
  • Manage a small case load of 40 Clients.
  • Refine and document operational processes to improve efficiency and consistency
  • Support compliance, reporting, and documentation requirements
  • Partner with advisers to ensure seamless client meetings and exceptional service delivery
  • Champion a culture of collaboration, accountability, and professional growth

About You

  • Minimum 5+ years' experience as a CSM
  • Experience as a leader is a bonus
  • Strong background in financial planning is a must
  • Excellent organisational and communication skills with a client-first approach
  • Proficient in Xplan, CRM systems, and Microsoft Office Suite
  • Proven ability to coach and empower teams to perform at their best

Why This Firm

  • Established and forward-thinking boutique business
  • Supportive leadership team and values-driven culture
  • National exposure with genuine input into strategy and process design
  • $120,000–$130,000 + Super | Full-time, permanent role | Hybrid

If you're a people-focused leader who thrives on improving systems and empowering others, this is a rare opportunity to make a lasting impact within a high-performing and respected wealth management firm.

Apply now or call James for a confidential chat on

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