• Award-winning, full-service firm | Ranked 36 in AFR top 100
• Highly competitive salary package with extensive employee benefits
• Modern office located right across from stunning Queen’s Wharf
  Be the trusted link between clients and tailored financial solutions!

ABOUT YOU

We’re looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers.

SKILLS/QUALIFICATIONS REQUIRED

• At least 2 years of experience in financial planning is preferred
• Strong communication skills – written and verbal
• Knowledge of advice implementation and compliance processes
• Sound understanding of advice implementation and processes
• Exceptional organisational skills and a high level of attention to detail
• Excellent verbal and written communication skills
• Excellent interpersonal skills and can operate well within a team

• Prepare documentation for client meetings and manage post-meeting follow-up
• Manage client communications, scheduling, and general service coordination
• Build strong, ongoing relationships with both clients and internal advisers
• Maintaining client database to ensure the information is accurate and complete
• Manage clients queries as they arise
• Requesting, collating, and reviewing information from existing and new clients
• Developing and maintaining any internal process documents and worksheets to streamline business processes and to improve client management
• Completing and forwarding all necessary documentation to other internal departments as relevant, within the agreed service standards
• General administration to support team members