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Client Services Manager
2 weeks ago
Alex Brown Strategic Financial Planners – Gawler East, SA
Are you an experienced financial planning professional who thrives in a client-focused role? At Alex Brown Strategic Financial Planners, we're looking for a motivated Client Services Manager to join our boutique practice and help us deliver an exceptional client experience.
About Us
We are a small, family-owned business committed to providing personalised financial advice that makes a genuine difference in our clients' lives.
Being part of a boutique practice means you'll gain exposure to a wide variety of responsibilities, making your work both diverse and rewarding. Unlike larger firms, you won't be just a number – your contribution will have a real and lasting impact on our clients and our business.
The Role
As a Client Services Manager, you'll support our advisers and ensure clients enjoy a seamless, high-quality experience. This role is ideal for someone with initiative, strong attention to detail, and a passion for service excellence.
Key responsibilities include:- Managing client relationships with warmth and professionalism
- Coordinating and preparing client review meetings and documentation
- Liaising with product providers and following up applications, withdrawals, and transfers
- Maintaining compliance and accurate record-keeping
- Supporting advisers with strategy implementation and client follow-up
About You
To succeed in this role, you will bring:
- At least 2 years' experience in financial planning client services
- Strong organisational skills with the ability to prioritise competing deadlines
- Excellent written and verbal communication skills
- A client-first mindset and proactive problem-solving approach
- A positive attitude and willingness to contribute to a close-knit team
Why Join Us?
- Work directly alongside an experienced financial adviser and gain insight across the full financial planning process.
- Gain exposure to a wide variety of client situations – from SMSFs and insurance to retirement planning and Centrelink advice – keeping your work both interesting and rewarding.
- A supportive and friendly workplace where your efforts are recognised and valued.
- Opportunities to develop your skills and grow your career in financial planning support.
How to Apply
If you're ready to take the next step in your financial planning career and want to be part of a team where your contribution truly matters, we'd love to hear from you.
Apply now via SEEK with your resume and a brief cover letter outlining why you'd be a great fit.
We are open to part-time applicants.
