Client Services Manager
2 days ago
- 1pm finish on Fridays.
- Flexible working policy (Work from home options)
- Regular social events
- Extra Annual Leave
We're partnering with a highly regarded boutique financial advisory. The firm has built a strong reputation for delivering personalised, high-quality advice and prides itself on fostering long-term client relationships. With a focus on clarity, strategy, and exceptional service, they're looking to appoint an experienced Client Services Manager to support ongoing growth.
The RoleAs Client Services Manager, you'll play a pivotal role in ensuring seamless client experiences while supporting the advisory team. This is a client-facing role requiring both technical knowledge and a genuine passion for building trusted relationships.
Key Responsibilities- Act as the first point of contact for clients, delivering timely and professional support.
- Prepare and manage client documentation, ensuring accuracy and compliance.
- Coordinate adviser diaries, schedule reviews, and support meeting preparation.
- Liaise with external providers (e.g., superannuation funds, insurers, accountants) to progress client strategies.
- Maintain and update CRM records to ensure data integrity.
- Provide operational oversight, helping to improve processes and workflows.
We're seeking someone with:
- Minimum 3 years' experience in a client services role within financial planning, wealth management, or professional services.
- Strong client relationship and communication skills, with a service-first mindset.
- Excellent attention to detail, organisational skills, and the ability to manage competing priorities.
- A proactive, solutions-focused approach.
- Knowledge of financial planning processes and platforms (e.g., Xplan) will be highly regarded.
Salary is dependent on experience please send CV's to
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