Client Services Manager

1 week ago

Brisbane, Queensland, Australia The Andersen Partnership Full time $70,000 - $120,000 per year

About the Organisation:

One of Brisbane's leading accounting and finance firms is expanding, having recently entered into the wealth management space, and is now seeking a qualified Client Services Manager to work closely with one of the firm's busiest Financial Advisers.

This is a phenomenal opportunity for someone who is eager to pursue paraplanning or financial advisory in the future, as the role has a direct pathway to support through your professional year and beyond

Key responsibilities:

  • Directly assist one of the key Senior Financial Advisers (clients made up of HNW and pre-retirees)
  • Regularly update key clients with progress reports and respond to client inquiries
  • Assist with administrative tasks such as preparing client reports and maintaining client files (on XPlan)
  • Process client transactions such as deposits, withdrawals and account transfers
  • Keep up-to-date with changes with financial regulatory standards, and ensure all client interactions are compliant with relevant laws/regulations

Skills/Experience:

  • At least 3+ years' experience in a Client Services Coordinator role (ideally in a wealth management firm)
  • Ability to work independently and take initiative
  • Ability to prioritise workload and reprioritise as new, time-sensitive tasks come through
  • Someone with a genuine interest in career progression
  • Relevant Bachelor's degree and/or Diploma of Financial Planning is highly regarded (but not required)

Benefits:

  • 1-day WFH per week | Early finish every Friday
  • Tangible career progression mapped out for long-term success (ideal for someone wanting to become paraplanner and/or financial adviser)
  • Convenient Fortitude Valley location next to public transport
  • Excellent firm-wide bonuses each year ($$$)
  • Extremely supportive environment with a close-knit team
  • Social incentives (dinners, quarterly functions, firm events and more)

Get in touch for more information

Please apply to this role directly, or feel free to reach out to Madeleine Knudsen via

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