Client Services Manager

1 week ago

Gold Coast, Queensland, Australia CDM Partners Full time $80,000 - $120,000 per year

Client Services Manager – Financial Planning Practic
e

Location: Gold Coast, Queensland

Are you an experienced Client Services Manager looking to take the next step in your career?

Join a dynamic and client-focused financial planning practice on the Gold Coast, where you will play a pivotal role in ensuring the seamless delivery of outstanding client service.

About the Role

As our Client Services Manager, you will work closely with financial advisers, paraplanners, and administrative staff to manage client service operations efficiently and professionally. This role is ideal for someone with at least 3 years of experience in a financial advisory firm who thrives in a fast-paced environment, has a solutions-driven mindset, and is passionate about delivering exceptional client experiences.

Key Responsibilities

Partner with advisers to ensure smooth client outcomes.

Support advisers in managing client relationships and overseeing end-to-end advice implementation.

Manage communications with clients and external stakeholders.

Prepare advice documentation and regulatory forms, including renewal notices, as needed.

Oversee fund transfers, applications, redemptions, and investment administration tasks.

Manage life insurance applications, implementation, and modifications.

Onboard new clients, ensuring compliance and accurate documentation.

Key Selection Criteria

Minimum 3 years of experience as a Client Services Manager in a financial advisory firm.

Strong knowledge of advice implementation processes and platforms (Xplan, Microsoft Office, investment & insurance platforms).

Proficiency in client management software (Xplan, AdviserLogic, or similar).

Excellent written and verbal communication skills with strong attention to detail.

Highly organised, responsive, and able to manage competing priorities.

A natural collaborator who enjoys working in a close-knit team.

Relevant qualifications in financial services, business, or client management (highly regarded).

Personal Attributes

Client-focused with a genuine passion for helping clients achieve their financial goals.

Resilient, adaptable, and calm under pressure.

Positive, can-do attitude with a collaborative mindset.

Innovative thinker, eager to identify and implement process improvements.

Reliable, punctual, and committed to professional excellence.

What We Offer

Competitive salary package, commensurate with experience and qualifications.

Annual performance reviews and genuine opportunities for career progression.

Ongoing professional development, including training and accreditation support.

Modern office facilities in the heart of the Gold Coast, close to transport and cafes.

A supportive culture with regular team events, wellness initiatives, and a strong focus on work-life balance.

How to Apply

If you're a motivated and experienced Client Services Manager ready to make a real impact in a thriving financial planning practice, we would love to hear from you.

Feel free to call me
for
a detailed discussion or apply below.

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