Wealth Management - Client Services Team Leader

Full time Business Operations Specialists

Sydney
Wealth Management
Contract or Temporary

Tier 1 global Wealth Management Advisory firm is seeking an experienced candidate to manage a team of Client Services and Operations staff and provide front office and risk support to the business in their Sydney office. 

As the Manager of the Client Service Team within Wealth Management, you will play a pivotal role in driving the team’s performance against strategic objectives. You will lead a group responsible for client offboarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship functions. Your leadership will ensure operational excellence, data integrity, and compliance, while fostering a culture of proactive problem-solving and continuous impr...