Senior Client Services Manager

7 days ago

Toowoomba, Queensland, Australia Catalina Consultants Full time $90,000 - $120,000 per year

ABOUT

Our client is a family-focused financial advisory firm dedicated to helping people live confidently and comfortably by providing tailored, holistic financial strategies. As part of a respected network of high-quality advisory firms, they play a key role in building an exceptional services group known for trust and excellence.

Their expert team goes beyond numbers, offering personalsed advice that evolves with each client's unique goals and lifestyle. Rooted in values like integrity, teamwork, and responsibility, they pride themselves on delivering life-changing guidance that helps clients grow, protect, and enjoy their wealth at every stage.

THE ROLE

They are looking to appoint an experienced, hands-on Senior Client Services Manager to drive the seamless delivery of support to both clients and the internal team. You will take ownership of the administrative and operational tasks throughout the entire advice process, ensuring everything runs efficiently and accurately.

This role has an implementation focus - coordinating day-to-day activities. You'll be a proactive, seasoned professional who can streamline workflows, manage the end-to-end process, and make life easier for advisers and clients alike.

KEY RESPONSIBILITIES:

  • Manage relationships with clients and key partners.
  • Support the advice process through research, technical input, and implementation.
  • Prepare advice documentation and client files, ensuring accuracy and compliance.
  • Act as the primary contact for all client inquiries and service needs.
  • Work closely with Advisers on strategy execution and new business opportunities.
  • Research market trends and share relevant insights with advisers.
  • Ensure timely and effective post-review implementation of advice.
  • Develop and refine procedures, consistently seeking ways to improve the Client Service function.
  • Maintain accurate client data and records in Xplan.
  • Participate in training sessions, marketing initiatives, and special projects as required.

WHAT YOU NEED TO SUCCEED IN THIS ROLE:

  • Experience in financial services client support preferred.
  • Skilled in key financial services software, specifically Xplan.
  • Excellent organisational and time management skills with strong attention to detail.
  • Relevant educational background preferred.
  • Strong interpersonal, communication, and customer support skills.
  • Proven experience in ensuring Customer Satisfaction.
  • Ability to work well independently and in a team.
  • Technical support proficiency.

WHAT IS ON OFFER:

  • Join a supportive, values-driven team of respected professionals.
  • Clear pathways for growth and succession within the business.
  • Opportunities to build and strengthen your leadership skills.
  • One paid volunteer day per year.
  • Ongoing training, development and support towards your career goals within financial services.
  • A fun and active social committee that organises regular team events and activities.

HOW TO APPLY

Please submit your CV and a cover letter outlining your relevant experience and motivation for applying to this exciting Senior Client Services Manager role. We can't wait to hear from you

  • Senior Service Coordinator

    4 weeks ago

    Toowoomba, Queensland, Australia Queensland Corrective Services Full time

    About the roleCorrectional centres are responsible for the delivery of custodial services across Queensland. People in custody are supervised in either high or low security correctional centres. High security centres provide for the management of adult prisoners held in secure custody correctional centres across Queensland.Within the context of the role...

  • Senior Service Coordinator

    4 weeks ago

    Toowoomba, Queensland, Australia Queensland Corrective Services Full time

    About the role Correctional centres are responsible for the delivery of custodial services across Queensland. People in custody are supervised in either high or low security correctional centres. High security centres provide for the management of adult prisoners held in secure custody correctional centres across Queensland. Within the context of the...

  • Client Service Administrator

    2 weeks ago

    Toowoomba, Queensland, Australia Private Advertiser Full time $60,000 - $80,000 per year

    The RoleWith a fast growing client base this practice is seeking a full time Client Service Administrator.The FirmThis financial planning business prides itself on the provision of holistic financial advice that caters to a wide variety of clients.  With a versatile, collaborative and hardworking team, they strive to maintain an innovative culture allowing...

  • Client Services Officer

    2 weeks ago

    Toowoomba, Queensland, Australia McConachie Stedman Full time $60,000 - $80,000 per year

    We're looking for a motivated and detail orientated administrative professional to join our Financial Planning team at our new, modern office in Toowoomba.About usMcConachie Stedman is a team of accountants, advisors and financial specialists that offer services and insights that support businesses and individuals in reaching their goals. We do this through...

  • Client Services Assistant

    2 weeks ago

    Toowoomba, Queensland, Australia Ozcare Full time $29,970 - $62,000 per year

    $29.97 per hourPart time positions availableAccess to NFP salary packaging to increase your take home payOzcare has part-time positions available for Client Services Assistants supporting our clients at our beautiful Aged Care Facility.Your RoleAs a Client Services Assistant you'll be looking after the most important people in our organisation - our clients....

  • Senior Telecommunications Technician

    1 week ago

    Toowoomba, Queensland, Australia AJ Technology Services Full time $80,000 - $120,000 per year

    Senior Telecommunications TechnicianFull-time | Up to $55/hour | Vehicle, Laptop & Phone ProvidedAJ Technology Services is a family-run business with over 20 years of experience delivering trusted telecommunications and technology solutions across Queensland. We are proud of our reputation for quality, reliability, and long-term partnerships with our...

  • Client Executive

    4 weeks ago

    Toowoomba, Queensland, Australia AON Full time

    Long-term career opportunityEngage with national and global clients and partnersMentorship and career development at the forefront of the roleClient Executive – Aviation | BrisbaneWe are seeking a motivated and personable Aviation Client Executive to join our specialist insurance team. This is a unique opportunity to work in a dynamic and rewarding...

  • Client Executive

    4 weeks ago

    Toowoomba, Queensland, Australia AON Full time

    Long-term career opportunityEngage with national and global clients and partnersMentorship and career development at the forefront of the roleClient Executive – Aviation | BrisbaneWe are seeking a motivated and personable Aviation Client Executive to join our specialist insurance team. This is a unique opportunity to work in a dynamic and rewarding...

  • Senior Audit Manager

    4 weeks ago

    Toowoomba, Queensland, Australia Crowe Australasia Full time

    Join to apply for the Senior Audit Manager role at Crowe Australasia1 week ago Be among the first 25 applicantsJoin to apply for the Senior Audit Manager role at Crowe AustralasiaGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Crowe AustralasiaWe are currently seeking a talented and experienced Senior Audit...

  • Senior Audit Manager

    4 weeks ago

    Toowoomba, Queensland, Australia Crowe Australasia Full time

    Join to apply for the Senior Audit Manager role at Crowe Australasia1 week ago Be among the first 25 applicantsJoin to apply for the Senior Audit Manager role at Crowe AustralasiaGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Crowe AustralasiaWe are currently seeking a talented and experienced Senior Audit...