Established in 2009, our client based in Malvern has evolved into a respected powerhouse in the financial advice industry, with over 70 staff and a network of offices across Australia. Built on a strong foundation of trust, integrity, and support for both clients and employees this family-oriented business is now entering an exciting new growth phase.

As part of their strategic expansion, they’re seeking a driven and detail-oriented professional to work alongside a senior Private Wealth Adviser in managing a select group of high-value clients. This is more than just a support role it’s a launchpad for your career within a thriving and nationally recognised practice.

Your Role as a Client Service Manager:

Joining a close-knit team within a larger national organisation, you’ll play a pivotal role in delivering seamless client service and back-office support. Your responsibilities will include:

Delivering outstanding client service and ensuring high levels of satisfaction

Preparing documentation and paperwork for client meetings

Maintaining accurate and well-organized client records

Liaising with third parties to manage client-related matters

Managing and following up on applications, forms, and recommendations

Keeping business systems and client data up to date

Promptly responding to client enquiries with professionalism and care

Who You Are:

2–3 years’ experience in a support role within a financial advice or wealth management firm

Familiarity with Xplan or similar financial planning software

High attention to detail and strong organisational skills

A client-centric mindset and commitment to delivering top-tier service

A proactive and team-oriented attitude, with excellent communication skills

Why You’ll Love It Here:

This is a rare opportunity to join a growing firm that invests in its people. Here’s what you can look forward to:

$85–95k + Super + Bonus + 2 days WFH.

Career growth pathways – develop your expertise and progress within a national business

Flexible working options – enjoy a healthy work-life balance with genuine flexibility

Family-first values – be part of a supportive, down-to-earth culture where you’re truly valued

Stability and support – join a business that’s big enough to offer opportunity, and small enough to care

Click Apply Now or call James on 0451 831 861 to find out more.