Client Services Team Leader

2 days ago

Melbourne, Victoria, Australia First Financial Full time $80,000 - $120,000 per year

Client Services Team Leader

We are excited to announce the creation of a new Client Services Team Leader position within our growing business. This is an outstanding opportunity for a passionate, motivated professional to lead a high-performing team and contribute to the next stage of our firm's success.

Based in our St Kilda Road office, you will play a pivotal role in supporting a dedicated team responsible for implementing advice, preparing reviews, and delivering an exceptional client experience.

We are seeking a Client Services Team Leader to join our team on a full-time basis. As a key member of the business, you will work closely with 3 Advisers and 5 Client Service Managers to ensure the efficient delivery of high-quality financial advice and client service. Your responsibilities will include:

  • Overseeing the timely implementation of advice and strategies across a range of investment and superannuation platforms;
  • Supporting advisers and clients through review preparation and ongoing service delivery;
  • Organising and prioritising workflows across tasks of varying complexity, including investment transactions and holistic financial advice implementation;
  • Maintaining accurate and compliant client records;
  • Driving process improvement and efficiency initiatives;
  • Providing leadership, mentoring, and development to team members; and
  • Assisting senior leadership with key business projects.

To be successful in this role, you will demonstrate:

  • A minimum of 3 years' experience in client services within financial advice, wealth management, or financial services administration;
  • Experience with SMSF clients (highly regarded);
  • Proficiency with Xplan (essential); Strong organisational and time management capabilities;
  • Demonstrated ability to coach, mentor and support a diverse team;
  • A proven commitment to delivering exceptional client service;
  • Excellent written and verbal communication skills;
  • The ability to work both autonomously and collaboratively within an energetic, open-plan team environment;
  • A relevant financial planning qualification (preferred but not essential).

In return, we offer:

  • A competitive salary package with bonus potential;
  • Comprehensive training, mentoring, and professional development;
  • Genuine career progression pathways, supported by structured coaching and skills workshops;
  • Flexible working arrangements to support work–life balance;
  • Exposure to a broad range of advisers, clients, and complex strategies; and
  • A positive, collaborative, and high-performing team culture where you can learn, grow, and thrive.

At our firm, we place clients at the heart of everything we do and take pride in maintaining the highest standards of professionalism, integrity, and service. We are seeking individuals who are passionate about excellence—whether you're looking to build a long-term career or take the next step in leadership.

If this sounds like the opportunity you've been looking for, we'd love to hear from you. Please submit your resume to apply.

Some background

YX Ball and First Financial are part of one of the largest boutique wealth advisory groups in Melbourne.  We provide holistic advice to a range of clients and are steadily growing. We are now looking an additional team member to join our highly motivated team as we continue to grow.

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