Client Services Manager

4 days ago

Mackay, Queensland, Australia Whitsunday Wealth Full time $60,000 - $80,000 per year
Client Services Manager

Location: Mackay | Employment Type: Full-time

Immediate start available.

Whitsunday Wealth is a leading financial planning firm, dedicated to empowering clients with financial freedom and peace of mind. We're seeking a professional and process-driven Client Services Manager to join our team. This role is integral to our business, ensuring clients feel valued and advisers are fully supported.

What You'll Do

Client Journey & Scheduling

  • Manage the onboarding of new clients to the business.
  • Schedule reviews, manage adviser diaries, and coordinate via our calendar management system.
  • Work with the support team to coordinate review preparation and administrative duties.

Front of House & Reception

  • Be the welcoming face of Whitsunday Wealth — greeting clients warmly, offering tea/coffee/water, and creating a calm atmosphere.
  • Ensure client meetings run smoothly and efficiently.

Administration & Operations

  • Process client payments and managing forms and filing via internal systems, with training to be provided.
  • Handle emails from referral partners and third parties
  • Scan, file, and organise client records.
  • Oversee stationery, supplies, mail, and office presentation.

Compliance & Governance

  • Keep up to date with licensee news, compliance updates, and apply them to office processes.
What You'll Bring
  • Excellent diary and scheduling management skills
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook) and knowledge of Xplan, Calendly and DocuSign (preferred).
  • Strong interpersonal and reception skills — professional, warm, and approachable.
  • Ability to juggle multiple tasks while staying calm and organised.
  • High attention to detail and a process-driven mindset.
  • Minimum 2+ years experience in client services or administration, preferably in financial services
  • Minimum Year 12 completion or equivalent qualification
  • Australian work rights (citizenship, permanent residency, or valid work visa)
  • Ability to obtain and maintain a clean police background check
Who You Are
  • Organised: You thrive on structure and can keep multiple tasks on track.
  • Calm & Friendly: You create a welcoming, professional first impression.
  • Communicative: Strong at building rapport with both clients and colleagues.
  • Accountable: You take ownership, follow processes, and deliver consistently.
  • Progression: We will consider expanded roles for the right candidate, such as practice management or future advisory positions.
Why Work With Us?

At Whitsunday Wealth, we believe in creating an exceptional client experience and a positive, supportive workplace. You'll be part of a professional yet friendly team that values accountability, teamwork, and growth. This role is a chance to build your career in financial services, with opportunities to develop in line with your skills and aspirations.

  • Client Manager

    1 week ago

    Mackay, Queensland, Australia Aletek Pty Ltd Full time $80,000 - $120,000 per year

    About the roleAletek is a well-established partner to many open-cut and underground mines across Australia. We manufacture thermal insulation blankets and dual-wall exhaust systems to help mines prevent fires on their mobile machinery, as well as diesel particulate filters for machinery in underground mines to help provide "cleaner air underground" for the...

  • Client Services Administrator

    6 days ago

    Mackay, Queensland, Australia Whitsunday Wealth Full time $40,000 - $60,000 per year

    Kick-start Your Career in Financial Advice Whitsunday Wealth is hiring a Client Services Administrator in Mackay.This role is all about keeping the office humming — from welcoming clients and handling enquiries to managing mail, supplies, and supporting the team.Perfect for someone who: Is studying (or ready to start) financial planning Has strong people...

  • Assistant Client Manager

    2 days ago

    Mackay, Queensland, Australia Tax Store Mackay Full time $80,000 - $120,000 per year

    Are you ready to take the next step in your accounting career with a team that genuinely values you?Tax Store Mackayare now looking for anAssistant Client Managerwho loves working with people, is eager to keep developing professionally, and wants to be part of a team that works hard, supports each other, and celebrates success together.Role DescriptionThis...

  • Accountant (Assistant Client Manager)

    2 weeks ago

    Mackay, Queensland, Australia Tax Store Mackay Full time $60,000 - $120,000 per year

    Are you ready to take the next step in your accounting career with a team that genuinely values you?Tax Store Mackayare now looking for an and accountant (Assistant Client Manager) who loves working with people, is eager to keep developing professionally, and wants to be part of a team that works hard, supports each other, and celebrates success...

  • Project Manager

    8 hours ago

    Mackay, Queensland, Australia Ngaliya Services Full time $120,000 - $180,000 per year

    Ngaliya Services, a specialist in mining, civil, and construction projects across Central Queensland, seeks an experienced Project Manager for our Moranbah operations. Join a company committed to innovation, quality, and delivering complex projects safely and efficiently. Oversee multiple site operations, ensuring projects are completed on time and within...

  • client manager | mackay | 110k + super

    6 days ago

    Mackay, Queensland, Australia Roc Consulting Full time $110,000 per year

    CLIENT MANAGER | MACKAY | $110K + SUPERWELL KNOWN ACCOUNTING FIRM BASED IN MACKAYIMPRESSIVE CLIENT BASEGREAT FLEXIBILITY AND PERKS FOR STAFFUP TO $110K + SUPERCOMPANYThis represents a wonderful opportunity to work for one of Mackay's premier accounting firms. This firm is very well known in the local community. This firm boasts an impressive client base of...

  • Technical Services Manager

    2 days ago

    Mackay, Queensland, Australia Golding Contractors Pty Ltd Full time $104,000 - $130,878 per year

    Golding is a leading provider of mining, urban, and civil infrastructure project management services, delivering successful projects across Queensland and South Australia. We are committed to providing reliable, cost-effective solutions that create real value for our clients.We currently seek a Technical Services Manager to lead and manage our Engineering...

  • Client Liaison Officer

    2 weeks ago

    Mackay, Queensland, Australia Ozcare Full time $60,000 - $80,000 per year

    $37.49 per hour plus shift penalty ratesPart position availableAccess to NFP salary packaging to increase your take home payYour RoleAs the Client Liaison, you will ensure the delivery of high-quality care services in alignment with Ozcare policies, aged care standards, and program guidelines. Your tasks will include:Providing information about care services...

  • Business Development Manager

    2 weeks ago

    Mackay, Queensland, Australia Vex Engineering Services Full time $90,000 - $120,000 per year

    This role involves identifying and solving our clients challenges, collaborating with our drafting and engineering teams, preparing quotes, and coordinating with our workshop to deliver high-quality products. You will also assist in cataloguing new designs and supporting marketing and sales initiatives. This is a client focused role requiring strong...

  • Client Relations Manager

    4 days ago

    North Mackay, Queensland, Australia Integrity Pest Control Mackay Full time $27,000 - $36,000 per year

    About YouYou are a professional who values integrity and takes pride in delivering excellence. You thrive on creating positive experiences, building strong relationships, and finding solutions. Your friendly, proactive, and can-do attitude shines through in every interaction with both customers and colleagues.About the RoleAs our Client Relations Manager,...