Team Leader, Client Service

24 hours ago

Brisbane Queensland Australia or Sydney New South Wales Australia Focus Financial Partners Full time $80,000 - $120,000 per year

Position Summary

The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service delivery and operational efficiency. Working closely with the leadership and advice teams, you will be responsible for process improvement, workflow management, team leadership, compliance support, and the implementation of strategic initiatives across the firm.

This role is located in Sydney, Australia or Brisbane, Australia.

Primary Responsibilities

  • Lead, mentor and manage the Client Services team to deliver timely, accurate and professional support to advisers and clients
  • Provide training, direction and feedback to support staff.
  • Oversee workflow management, task allocation and resourcing to ensure efficient delivery of services across the business
  • Continuously review, refine, and document operational processes to improve productivity and client experience
  • Ensure all operational activity complies with AFSL, ASIC and internal regulatory requirements, Manage documentation and ensure accurate management reporting
  • Coordinate client meeting bookings for the Financial Adviser(s)and manage all meeting requirements.
  • Identify and advise the client of any information/documentation required to have available for the meeting.
  • Proactively support Financial Adviser(s) with any requested ad hoc tasks
  • Liaise with external parties to collect client information, store and inform of any changes to the clients' financial strategy
  • Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies for the client
  • Liaise with clients to keep them informed of the status of the strategy recommendations implementation
  • Complete required documentation to support the review process including but not limited to:
    • Fact Find
    • Current Financial Plan
    • Financial Planning software reports
    • Other documents as they may apply to specific processes
    • Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices

Qualifications

  • Minimum 3 years experience as a Team Leader in similar role.
  • Experience within Financial Services industry a requirement
  • Bachelor's degree in business, commerce, finance or a related field (preferred but not mandatory)
  • Exceptional organisational and time-management skills.
  • Ability to coach and develop teams
  • Strong ability to coordinate workflow and deliver against deadlines
  • Excellent interpersonal and written communication skills
  • Proficient in financial planning software (e.g., Xplan, Midwinter), CRM systems, and Microsoft Office Suite
  • Skilled in process improvement and implementing standard operating procedures

  • Supermarket Team Leader

    1 week ago

    Sydney, Australia Retail Team Leader Opportunities Full time

    **Team Leader** We are a supermarket business that operates in the Western Sydney region and are looking for an experienced and exceptional Team Leader to join our team on a Full-Time basis. The positions reports directly to the Director. We have 4 retail stores around Sydney that specialises in Indian/ Sri Lankan and Asian produce & goods that are enjoyed...

  • Service Delivery Team Leader

    1 week ago

    Australia McLean Care Full time $60,000 - $90,000 per year

    Join a Team That Makes a Difference in People's LivesAre you an experienced leader with a passion for delivering high-quality care services? Do you thrive in a dynamic environment where you can mentor teams, drive service excellence, and create meaningful change in the community?McLean Care is looking for a Service Delivery Team Leader to join our Home and...

  • Service Delivery Team Leader

    2 weeks ago

    Australia McLean Care Full time $46,620 - $100,000 per year

    Join a Team That Makes a Difference in People's LivesAre you an experienced leader with a passion for delivering high-quality care services? Do you thrive in a dynamic environment where you can mentor teams, drive service excellence, and create meaningful change in the community?McLean Care is looking for a Service Delivery Team Leader to join our Home and...

  • Patient Services Team Leader

    2 weeks ago

    Australia SA Health Full time $60,000 - $90,000 per year

    Job no: 917419Work type: Part timeLocation: South EastCategories: Catering and Hospitality Limestone Coast Local Health Network, Mount GambierWHA5 | Part Time Contract 0.5 FTE | OngoingSalary: $1, $1,166.60 per week (pro rata)Eligibility: Open to EveryoneLead and Support Our Services Team – Team Leader (Catering, Cleaning & Support Services)Are you ready...

  • Food Services Team Leader

    6 days ago

    Whyalla, South Australia Helping Hand Full time $60,000 - $90,000 per year

    Work Type: Permanent Full Time There to care. Here for good. Aged care is so important. Some people forget that. You don't and neither do we. Because helping people is what we were born to do. We've been a leading provider of aged care in communities across South Australia since 1953. That's a long journey, and we're proud of our stability and strength. ...

  • Team Leader

    2 weeks ago

    Australia Onsite Rental Group PTY Ltd Full time

    Introduction:Onsite Rental Group is a national specialist equipment hire business that focuses on transparent and efficient hire solutions. We have over 30 years' experience in this industry across a range of industries including mining, oil & gas, construction, industrial, infrastructure, government and defence. With 500+ employees across 35+ branches and...

  • Team Leader

    5 days ago

    Australia IREX Full time $80,000 - $120,000 per year

    Australia Awards Myanmar – Team Leader About IREX: IREX is an independent nonprofit education organization dedicated to global development. Founded in 1968, IREX has an annual portfolio of over $100 million, works in more than 100 countries worldwide and has a global staff of Position Summary: IREX seeks an experienced Team Leader to lead the...

  • Client Services Assistant

    1 week ago

    Australia SA Health Full time $48,000 - $60,000 per year

    Job no: 901484Work type: Part timeLocation: Far NorthCategories: Catering and Hospitality Flinders and Upper North Local Health Network – Port AugustaWHA4 | Part Time 0.52 FTE | OngoingBase Salary Range: $1, $1,140.30 per week (pro rata)In addition to base salary, this position attracts Superannuation, Leave Loading, and Salary Sacrificing Benefits...

  • Client Service Officer

    2 weeks ago

    Australia Audika Full time $50,000 - $80,000 per year

    Who is Audika?Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. Worldwide the group employs more than 22,000 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130 countries.In Australia, Audika has over...

  • Client Services Officer

    3 days ago

    Australia FINDEX Full time $45,000 - $60,000 per year

    Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Join our collaborative team in TownsvilleWe're on the lookout for someone who's motivated, adaptable, and full of positive energy. If you love taking initiative, working with awesome people, and making a difference—this could...