Client Service Manager
1 week ago
An established boutique wealth advisory firm is seeking a highly capable and
experienced Client Service Manager to join its dynamic team. This position offers the opportunity to work closely with senior financial advisers and contribute directly to the delivery of tailored financial strategies for high-net-worth individuals.
The successful candidate will manage the full client lifecycle, ensuring exceptional service delivery and operational efficiency. This role is ideal for a proactive professional who thrives in a fast-paced, client-focused environment and is looking to advance their career in financial services.
About The Firm
This boutique advisory firm specialises in comprehensive retirement planning and investment strategies for high-income professionals. The team delivers high-touch, strategic advice across investment management, superannuation, tax structuring, personal insurance, and related areas.
With a collaborative culture and flat organisational structure, team members are empowered to make meaningful contributions. The Client Service Manager will work directly with senior leadership and gain exposure to complex financial strategies and high-value clients.
Key Responsibilities
- Manage all aspects of the client journey, from onboarding to ongoing service delivery
- Liaise with clients, product providers, accountants, solicitors, and superannuation funds to coordinate advice implementation
- Oversee client administration including data management, documentation,
compliance, and follow-ups
- Collaborate with financial advisers to ensure timely and accurate execution of advice
- Monitor service delivery standards and identify opportunities for continuous
improvement
Candidate Requirements
- Minimum three years' experience in a client service role within a financial advisory firm
- Proficiency in financial services platforms such as Xplan and Microsoft Office Suite
- Exceptional organisational and communication skills demonstrated ability to anticipate client needs and resolve issues proactively
- Strong prioritisation and time management skills in a dynamic environment
- Relevant qualifications in financial services, business administration, or client
management (preferred)
Why This Role Stands Out
- Direct collaboration with senior leadership
- Exposure to strategic, high-value financial advice
- Supportive and growth-oriented team culture
- Clear career progression in a boutique, high-growth environment
- Opportunity to make a tangible impact in a firm with a bold vision
If this sounds like something you are interested in please click apply below or email with your CV to :
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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