Client Services Manager

3 weeks ago

Sydney, New South Wales, Australia Minchin Moore Private Wealth Advisers Full time

Join to apply for the Client Services Manager role at Minchin Moore Private Wealth Advisers.

Join Minchin Moore, a leading private wealth firm, as a Client Services Manager in our high-performing Mosman team.

In this pivotal support role, you'll help deliver tailored financial strategies by managing documentation, coordinating account processes, and liaising with platform providers. Ideal for a detail-oriented professional who values structure and takes pride in delivering exceptional client experiences.

Key Responsibilities
  • Advice Implementation - Accurately prepare and lodge all documentation to implement advice (SoAs), including applications, rollovers, redemptions, and transfers, ensuring timely submission.
  • Workflow Management - Oversee the end-to-end implementation process, coordinating with platforms and internal teams to ensure smooth and prompt client onboarding.
  • Asset Transfer - Coordination Manage asset transfers by liaising with product providers to minimise delays and ensure precise execution.
  • Adviser Communication - Keep advisers and associate advisers updated on application status, implementation progress, and outstanding items.
  • Client Platform - Support Set up and maintain client access to Xplan Touch, ensuring seamless functionality and user alignment.
  • Portfolio Reporting - Assist in preparing quarterly investment reports, ensuring accuracy and timely delivery.
  • System Expertise - Maintain strong working knowledge of Xplan and key platforms (e.g., Macquarie, Panorama) to support daily operations.
  • Administrative Support - Provide general admin assistance, including document handling, record-keeping, and compliance with internal standards.
  • Compliance & Quality - Assurance Adhere to Minchin Moore policies and behavioural standards, ensuring quality, accuracy, and regulatory compliance.
  • Operational Liaison - Keep the Operations Manager informed of workflow progress, priorities, and any issues affecting adviser service expectations.
What You Bring
  • Minimum 3 years' experience in a similar role within financial services.
  • Bachelor's degree in business (Financial Planning) or related field.
  • Familiarity with Panorama and Macquarie platforms, and experience with Xplan (preferred).
  • Highly organised, with excellent attention to detail and the ability to manage competing priorities.
  • Strong communication skills and the confidence to work closely with advisers and stakeholders.
  • A fast learner with a flexible, proactive mindset.
  • Full Australian working rights (no temporary visas unfortunately).
About Minchin Moore

Minchin Moore is an independent, privately owned wealth management firm focused on delivering clear, intelligent, and highly personalised financial advice. With offices across Australia, we work with successful individuals and families to grow, preserve, and transfer wealth across generations.

Our advisory approach is grounded in evidence-based investment principles and long-term strategy. We believe in simplifying complexity for our clients and building relationships founded on trust, transparency, and shared values.

This recruitment is being managed exclusively by Allan Hall HR, so we ask that all interested candidates apply themselves via the channels provided, as we will not be accepting applications from third parties / outside of this process.

Apply now

If you're an experienced and motivated client services professional looking to make a meaningful contribution within a respected and supportive firm, we'd love to hear from you.

Only shortlisted candidates will be contacted. Thank you for your understanding.


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