Client Services Manager

17 hours ago


Nedlands, Australia e5b9ae92-246d-40de-a78d-37c435c87c5e Full time $60,000 - $120,000 per year

About the Opportunity

We are seeking an experienced and dedicated Client Services Manager to join our team on a full-time basis. This role plays a key part in supporting our advisers and delivering exceptional service to our valued clients.

Key Responsibilities

  • Manage day-to-day client enquiries with professionalism and efficiency
  • Provide administrative support to advisers and paraplanners across new and existing client matters
  • Organise and prepare documentation for the client annual review process
  • Implement recommended client strategies
  • Handle inbound calls from clients and external stakeholders

Benefits

  • Competitive remuneration package aligned with experience and skillset
  • Ongoing opportunities for professional development
  • Flexible working arrangements
  • Collaborative and supportive team environment

Experiences & Qualifications

  • Strong client-service focus and professional presentation
  • Excellent attention to detail
  • Ability to work both independently and as part of a small team
  • High-level written and verbal communication skills
  • Advanced proficiency in Microsoft Office
  • Minimum two years' experience in financial planning administration

About Us

Alder & Partners Private Wealth Management is a boutique financial planning firm based in Nedlands, Western Australia. Operating under our own AFSL, we specialise in direct investment and comprehensive financial planning strategies, managing superannuation and private portfolios for high-net-worth clients.

How to Apply

Click on Apply and please submit your CV highlighting your key strengths and suitability for the role. If you have any queries about the position please contact Judit Law on or



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