Are you an experienced Client Services Manager who thrives on building strong client relationships and keeping operations running smoothly?

We’re looking for a passionate and detail-oriented Client Services Manager/Client Services Administrator who enjoys managing every aspect of client service and administration. Join a supportive, friendly team where people are at the heart of everything we do—and your contribution truly matters.

About Us:
Founded in 2004, we are a boutique Financial Planning practice located in Essendon, conveniently close to public transport. We pride ourselves on delivering personalised and professional wealth management services to a diverse clientele.

The Opportunity:

This is a key role within a warm, collaborative team where both clients and colleagues are treated like family. You’ll work closely with the Principal Adviser and broader team to provide exceptional administration support and deliver a truly personalised, high-touch client experience that we’re proud of.

We value work-life balance and are open to this being a full-time or 4 days per week position.

Key Responsibilities:

Prepare essential documents for client review meetings.

Utilise Xplan Software to proactively manage and follow up on tasks.

Handle client implementation processes, including preparation of necessary paperwork.

Collaborate with various parties such as fund managers and accountants to gather client information.

Maintain and update client databases and files to ensure compliance and accuracy.

Coordinate and schedule client meetings.

Position Requirements:

Current experience in a similar role within the Financial Planning industry.

Proficiency with Xplan financial planning software at an intermediate level.

Exceptional interpersonal and communication skills.

The ability to work effectively in a team, focus on clients, and possess strong organisational skills and attention to detail.

A proactive approach, enthusiasm, and the capacity to take responsibility and show initiative in task completion.

The ability to prioritise tasks, multitask, and adapt to shifting priorities when necessary.

*No Recruitment Agency Phone Calls or Applications Please