Mayday Recruitment is currently seeking an experienced and people-focused Client Services Team Lead to join a high-performing financial services organisation.

This is an exciting opportunity for a strong leader with a passion for service excellence, coaching and operational performance to lead a team delivering exceptional support to advisers and clients across multiple service channels.

You will play a key role in driving service standards, uplifting team capability and ensuring a seamless client experience while acting as a subject matter expert across investment platform products, systems and processes.

What's in it for you?

• Full-time permanent role
• Gold Coast based role in a hybrid working setup
• $110,000.00 - $120,000.00 package
• Opportunity to lead a stable and growing team of 10 consultants
• Supportive and collaborative culture
• Exposure to complex asset transfer processes
• Ongoing leadership and career development opportunities
• A business that values continuous improvement and innovation

Key Responsibilities:

• Lead, coach and develop a high-performing Client Services team
• Manage team workflows and ensure service levels are achieved
• Monitor quality across calls, email and client interactions
• Act as an escalation point for complex client and adviser matters
• Drive continuous improvement and service excellence initiatives
• Build strong relationships with internal stakeholders and key clients
• Support compliance, risk management and operational standards
• Contribute to reporting, coaching and team development activities

About You:

• 5+ years’ experience within financial services
• Previous experience leading or coaching teams within financial services, investment platforms or contact centre environments
• Strong understanding of investment platforms, superannuation, managed accounts and administration processes
• Proven ability to manage service levels, operational performance and quality frameworks
• Excellent stakeholder management and communication skills
• Strong problem-solving and decision-making capability
• A proactive mindset with a passion for continuous improvement and client service excellence

If you are a driven leader with a passion for client service and operational excellence, we would love to hear from you.