About the Company:

Out client is a tight-knit team of passionate, client-focused professionals who help ambitious Australian families take control of their financial future. They have built a reputation for delivering tailored financial strategies with warmth, clarity, and practical advice. Their workplace culture is collaborative, high-performing, and friendly—where people genuinely enjoy what they do.

They are now on the lookout for a Client Services Manager who shares their energy, values, and love for operational excellence.

About the Role:

As the Client Services Manager, you’ll lead and support a dedicated offshore client services team, in addition to ensuring every interaction with clients is seamless, efficient, and genuinely helpful.

This is a key role within the business, responsible for managing workflows, mentoring team members, improving systems, and ensuring compliance with licensee and regulatory requirements. You’ll be a problem-solver, coach, and process champion, playing a central role in how they deliver exceptional service to their clients.

What You'll Be Doing:

• Lead and develop the offshore client services team to consistently deliver high-quality support
• Oversee the accurate and compliant implementation of complex financial planning cases
• Ensure client queries are addressed promptly, professionally, and with care
• Coordinate the preparation of Statements of Advice and other client documents
• Maintain and improve internal processes and workflows, aligned with licensee updates
• Facilitate weekly implementation meetings and monthly training sessions
• Monitor and manage service timelines to meet client and business commitments
• Provide operational support to Directors and collaborate with other internal teams

What you'll bring:

• Minimum 2 years’ experience in a client service role within a financial planning environment
• Strong organisational and multitasking skills
• High level of accuracy, attention to detail, and accountability
• Strong communication skills and a positive, solutions-focused mindset
• A proactive approach to continuous improvement and professional development

What’s in it for you?

• A collaborative and inclusive team culture where your contribution is valued
• Opportunities to grow your career
• Flexible working arrangements to support work-life balance
• A vibrant, modern office space
• Friedly team who enjoy lunches, social events and conferences

How to Apply:

If you’re a team-oriented Client Services Manager who’s ready to make a difference and grow with a forward-thinking firm, we’d love to hear from you.
Please ‘Apply Now’ or contact Selina Moschoyiannis on 0400 627 654 with any questions.