Our client is a highly successful, integrated advisory group offering strategic advice to their clients across wealth management, taxation, business services and superannuation. They enjoy a team first culture that fosters professionalism, excellence and innovation. They have an exciting opportunity within their Wealth Management team for an experienced and highly capable Client Services Manager.

Role Details

As a Client Services Manager you’ll play a critical role in supporting Advisors, Paraplanners, and clients through seamless coordination, proactive service, and administrative expertise. You’ll be a key liaison between internal teams and clients, ensuring a high-quality experience at every touchpoint.

Key Responsibilities

• Prepare and process documentation related to client investments, strategic advice, Centrelink applications, and insurance
• Coordinate with clients, third parties, and internal divisions to ensure timely and accurate handling of client affairs
• Support implementation of advice recommendations under the guidance of Advisors
• Maintain data accuracy across platforms and assist with virtual meeting setups, calls, invoicing, and general admin
• Collaborate on firm-wide initiatives, client communications, events, and seminars
• Support and train junior staff, fostering a culture of growth and excellence within the team

Requirements

• Experience in a similar role within Financial Planning would be preferred, however those with a strong background in professional services and administration will also be considered
• A proactive mindset with strong attention to detail
• Critical thinking and the ability to anticipate team and client needs
• Excellent communication and interpersonal skills – you enjoy building trusted relationships.
• Experience managing workflows, multitasking, and working within a professional services environment
• Familiarity with Xplan is desirable

Benefits

• Hybrid work model and flexible arrangements to support work-life balance (after probation)
• A collaborative, inclusive culture that values contribution and encourages professional development
• Work in a modern CBD office, close to public transport, shops and restaurants
• Professional development and growth opportunities
• Opportunity to work with a leading Wealth Advisory firm in a highly sought after role.

If you think this could be the role for you then please apply now!
If you have any questions please contact Selina Moschoyiannis from Fuse Recruitment on 0400 627 654.