Client Services Manager

1 day ago

Adelaide, South Australia Alex Brown Strategic Financial Planners Full time $60,000 - $100,000 per year

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.

  • Client Relationship Consultant

    1 day ago

    Adelaide, South Australia My Plan Manager Full time $60,000 - $90,000 per year

    Client Relationship Consultant (multiple positions)Permanent, full-time positionBased in AdelaideCandidates with WWCC & NDIS clearance preferredAbout usThe National Disability Insurance Scheme (NDIS) is the largest Australian social reform since Medicare. It's life changing for people with disability… but that doesn't mean it's easy to navigate. And that's...

  • Client Services Manager

    24 hours ago

    Adelaide, South Australia Providence Wealth Full time $104,000 - $130,878 per year

    Are you looking for a private wealth client services opportunity that will allow you to leverage your experience?Providence Wealth is a privately owned group that has been providing clients with a boutique, bespoke investment offering since 2000. Servicing valued clients nationally, we have offices in Adelaide, Melbourne, and Sydney. We provide an integrated...

  • Client Services Manager

    2 weeks ago

    Adelaide, South Australia SA Wealth Group Full time $80,000 - $120,000 per year

    SA Wealth Group are seeking an experienced Client Services Manager to join our team on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.About SA Wealth GroupSA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning, lending, tax, and property advisory under one...

  • Client Service Manager

    1 day ago

    Adelaide, South Australia Loan Market Full time $60,000 - $80,000 per year

    Are you organised, detail-oriented, and passionate about delivering a seamless client experience? We're looking for a Client Service Manager to join a growing mortgage broking team in Adelaide. You'll be the broker's right hand, keeping everything running smoothly from loan submission to settlement.What You'll Be DoingProvide end-to-end support for brokers:...

  • Client Services Officer

    1 day ago

    Adelaide, South Australia Moore Australia SA Full time

    We are a collaborative team that is passionate about the work we do and we are now seeking a high-performing Client Service Officer to join the Moore Australia team in Adelaide. If you are looking for a challenge, enjoy client contact and working as an integral part of a team, this role would be ideal for you. About us Moore Australia is a network of...

  • Client Services Officer

    1 day ago

    Adelaide, South Australia Moore Australia Full time

    We are a collaborative team that is passionate about the work we do and we are now seeking a high-performing Client Service Officer to join the Moore Australia team in Adelaide. If you are looking for a challenge, enjoy client contact and working as an integral part of a team, this role would be ideal for you.About usMoore Australia is a network of...

  • Client Service Officer

    1 day ago

    Adelaide, South Australia Equipe Advisory Full time $50,000 - $70,000 per year

    Equipe Advisory is a boutique accounting and advisory firm committed to excellence in client service. We pride ourselves on delivering high-quality outcomes with a personal touch. We're seeking a professional and motivated Client Service Officer to join our growing team and play a key role in supporting our clients and staff.This role is more than reception...

  • Client Services Officer

    2 weeks ago

    Adelaide, South Australia Ashmans Accounting Full time $104,000 - $130,878 per year

    An exciting opportunity exists for an Client Services Officerat Ashmans Accounting in Adelaide, SA.Why Join UsFantastic professional development opportunitiesGrowth and training available for a wide variety of topicsExperience career diversity in an ever-growing organisationJoin a supportive team environment within a great cultureResponsibilitiesAnswering...

  • Sales and Service Manager

    1 day ago

    Adelaide, South Australia Princes Laundry Services Full time $90,000 - $120,000 per year

    The opportunityPrinces Laundry Services' is seeking an experienced and driven Sales and Service Manager to join their team in Gepps Cross, SA. This full-time role will play a key strategic part in driving growth and delivering exceptional customer service for the South Australian region.Key responsibilitiesManage and grow a portfolio of key commercial...

  • Client Service Officer

    1 day ago

    Adelaide, South Australia MyBudget Full time $60,000 - $80,000 per year

    MyBudget is Australia's most trusted personal budgeting service. Since 1999, our award winning service has helped over 130,000 Australians achieve their financial goals.We are a team of passionate individuals who share a common purpose; to help Australians live a life free from money worries. With our caring and consultative money management approach and...