Client Services Manager
FS Recruitment Solutions
Posted 7 days ago
A large national accounting and financial planning firm is looking for an experienced and client-focused Client Service Manager to join its Private Wealth team in the Adelaide CBD. This respected firm has a long history of delivering tailored advice to high-net-worth individuals, family groups, and business owners, and is known for its collaborative and supportive culture.
The firm combines professionalism with a people-first approach, providing a workplace where long-term relationships and precision are valued.
About the role
This position is essential to supporting a team of Advisers by managing client service delivery, preparing advice documentation, and acting as the key point of contact for clients. A strong eye for detail, excellent organisational skills, and a solid understanding of financial planning processes will be key to success in this role.
Key responsibilities include:
Preparing and coordinating Statements of Advice and review documentation
Managing onboarding, investment, and insurance implementation, along with account maintenance
Liaising with product providers and platform administrators
Responding to client queries and maintaining high service standards
Ensuring accuracy and compliance across all client records using Xplan
What is needed
Prior experience in a client service or adviser support role within financial planning or wealth management
Strong organisational and administrative skills with attention to detail
Confidence in managing complex documentation and communication with multiple stakeholders
Experience using Xplan or similar financial planning software
A professional and proactive approach to client service
Why apply
Join a well-regarded national firm with a strong private wealth offering
Work in a collaborative, professional, and supportive team environment
Enjoy career development opportunities and long-term job stability
Flexible hybrid working options
This role is perfect for someone who thrives in a client-facing role, values high service standards and enjoys contributing to a team’s success.
For more information, please contact
Kiera Brown
Director, FS Recruitment
0409 598 111
About FS Recruitment Solutions
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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