Financial Planning: Client Services Manager/Associate

6 days ago

Kirrawee New South Wales Australia Nestworth Full time $80,000 - $120,000 per year

Available Positions: 2

Locations: Fortitude Valley, Brisbane; Kirrawee, Sydney

Join a growing team where your career can thrive

Nestworth is expanding, and we're excited to welcome passionate, customer-focused Client Service Managers/Associates to our Brisbane and South Sydney Advice teams. You'll work closely with our experienced Financial Advisers in a collaborative, supportive environment that values growth and innovation.

In this role, you'll be at the heart of our client relationships—delivering exceptional service, supporting our Advisers, and contributing to the growth of our business. You'll thrive if you bring strong communication skills, a keen eye for detail, and a proactive mindset in a fast-paced, dynamic setting.

Skills:

  • Extensive knowledge and experience in financial planning.
  • Excellent communication skills.
  • Strong customer service orientation.
  • Ability to build and maintain client relationships.
  • Problem-solving skills.
  • Team player with the ability to work independently.
  • The ability to conduct workflow and manage team priorities.

Responsibilities:

  • Working closely with the Financial Adviser and their Advice pods on all facets of financial planning on both new business and ongoing service.
  • Accountability for overseeing the production of compliant financial advice and strategy presentations to clients in a timely, efficient manner.
  • Manage workflow of your offshore paraplanners and admin support team ensuring client service standards are consistently met.
  • Manage client relationships and serve as the main point of contact for all client inquiries and requests.
  • Ensure high levels of customer satisfaction through timely resolution of issues and proactive communication with clients.

Qualifications:

  • Degree or higher in Financial Planning or similar (or equivalent work experience).
  • Proficiency in Microsoft Office Suite.
  • Knowledge of Financial Planning CRM software is preferred.
  • Ability to adapt quickly to changing priorities and deadlines.

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