Client Service Administration Lead

The Role

As our Client Service Lead, you will be the cornerstone of our client service efforts, ensuring that you and the team deliver exceptional experiences and value to our clients. Your role will involve:

• Leading the Client Service process workflow.
• Actively supporting clients in implementing their financial advice.
• Maintaining strong, authentic client relationships and ensuring all client interactions are positive and proactive.
• Managing client meeting preparations and ensuring all processes are followed.
• Coordinating office calendars to keep our advisors focused on delivering maximum value to clients.

Ambrose Advisory

At Ambrose Advisory, our mission is to help clients achieve greater freedom to focus on what truly matters—pursuing their passions, spending quality time with loved ones, and living a life free from financial worries. We believe that smart financial choices should enhance your quality of life, aligning financial decisions with values.

Financial advice isn’t about quick fixes or chasing returns. It’s about understanding what’s most important to clients, defining clear goals, and making thoughtful decisions that align investments, risks, and taxes with long-term objectives. Our clients’ goals and values are the foundation of everything we do.

We’re a close-knit team that values authentic care, continuous improvement, and a work environment that’s flexible and supportive.

Key Qualities We’re Looking For:

• Process leadership – You excel in driving processes and ensuring every detail is attended to.
• Caring and empathetic client focus – You are dedicated to understanding and anticipating client needs, making sure they feel supported at every step.
• Proactive problem-solving – You take initiative in identifying and addressing potential issues before they become problems.
• Team player – You enjoy working closely with others and thrive in a collaborative environment.
• Attention to detail and time management – You have a keen eye for accuracy and are skilled at managing multiple priorities.
• Commercial judgement – You can balance client needs with the business’s goals to ensure mutually beneficial outcomes.
• A proactive approach – You anticipate client needs and take action without waiting to be asked.

What You’ll Bring:

• Proven experience in a client service, implementation management, professional services or family office environment.
• Strong organisational skills and the ability to coordinate and manage workflows effectively.
• Excellent communication skills – both verbal and written, with a personable approach that fosters strong client relationships.
• A desire to continually improve systems and processes, making the way we work smarter, and utilising technology to automate mundane tasks so we can spend more time providing high level service to clients.
• Experience in the Financial Planning industry and understanding of ASIC compliance requirements would be advantageous but is not essential.

What We Offer:

• A full-time position based in our Ashgrove office with a warm supportive team.
• A supportive, flexible workplace where your contributions are valued.
• The opportunity to make a meaningful difference in the lives of our clients and within our community.

Are You Ready to Make a Difference?

If you’re looking for a role where you can genuinely care for clients, build strong relationships, support a dedicated team, and be part of a business that values authentic service, we’d love to hear from you.

Please submit your CV and cover letter with your application, to our Talent Acquisition Consultant, Susan Leon, via the link provided. You can count on Susan to respond to your application within 5 working days.

We thank recruitment agencies for their interest, however we do not wish to be approached for assistance with this project an d unsolicited CVs will not be accepted. All enquiries will be directed to Susan.