Senior Client Services Manager

About the Practice
Join a boutique, privately-owned financial planning practice based in the heart of Malvern Central precinct. The firm partners with high-net-worth individuals, families, SME business owners and SMSF trustees on a fee-for-service basis, with a focus on long-term relationships and highly personalised advice.

The culture is supportive and people-focused, where clients are treated like family and the team is encouraged to collaborate, contribute ideas and bring authenticity to everything they do.

About the Role
This is a diverse, hands-on role where no two days are the same. As Senior Client Services Manager, your responsibilities will include:

Implementing Statements of Advice (SOAs) and Records of Advice (ROAs)

Lodging applications for superannuation, pensions, SMSFs, and investments

Maintaining and updating client records and correspondence

Assisting with insurance queries and administration

Managing client appointments and coordinating adviser meetings

Preparing client files and supporting annual reviews

Responding to client enquiries regarding portfolios

Handling incoming calls and client-facing duties

Providing general administrative support

What You’ll Bring

3–5 years’ experience in client services or associate roles within financial planning

Strong knowledge of Super, Pension, SMSF, and investment application processes

Proficiency in Xplan and Microsoft Office

High attention to detail and strong organisational skills

Excellent written and verbal communication

A proactive, client-first mindset with a collaborative approach

Why Join This Practice?

Hybrid working model – work from home on Mondays and Fridays

Convenient Malvern location with easy access to transport and local amenities

Supportive, team-oriented culture where your input is valued

A varied role with scope to take ownership and make it your own

Who We’re Looking For
You are passionate about client service in financial planning, enjoy a dynamic and varied workload, and want to be part of a stable, supportive team that values long-term success. Most importantly, you enjoy a laugh and the occasional donut.

For more information, please contact

Kiera Brown

[email protected]

0409 598 111