Client Service Manager

Add expected salary to your profile for insightsPosition Description: Client Services ManagerFinancial Planning Practice – Gold Coast, QueenslandPosition OverviewThe Client Services Manager is a pivotal role within our dynamic financial planning practice based on the Gold Coast.
This role is responsible for the efficient and professional management of client service operations, working closely with financial planners, paraplanners, and administrative staff to deliver an exceptional client experience.
The successful applicant will be passionate about client engagement, compliance, and process enhancement, helping us maintain our reputation for outstanding service across the financial planning industry.About The RoleWe're looking for an experienced Client Service Manager with at least 3 years of experience working in a financial advisory firm — someone who is proactive, a problem solver with strong written and verbal communication skills, and a high level of attention to detail.Key Selection CriteriaProficiency in client management software (such as Xplan, AdviserLogic, or similar) and Microsoft Office suite.Proactive, solutions-oriented mindset with a commitment to continuous improvement and best practice standards.Minimum 3 years of experience as CSM working in a financial advisory firm.Strong understanding of advice implementation processes and platforms (Xplan, Microsoft, investment and insurance platforms).
Strong written and verbal communication skills with a high level of attention to detail.Well organised, responsive and able to manage competing priorities.A natural collaborator who values being part of a close-knit team.Relevant qualifications in financial services, business, or client management are highly regarded.Key ResponsibilitiesCollaborate with our adviser to ensure seamless client outcomes.Support the adviser in managing client relationships and overseeing the end-to-end implementation of advice.Managing communications with clients and external stakeholders.Preparing advice documentation and regulatory forms including renewal notices.Managing fund transfers, applications, redemptions and associated investment administration tasks.Managing life insurance applications, implementation and modifications.Onboard new clients, ensuring all documentation, compliance requirements, and data entry are handled efficiently.Personal AttributesClient-focused with a genuine passion for helping people achieve their financial goals.Resilient, adaptable, and able to remain calm under pressure.Collaborative team player with a positive, can-do attitude.Innovative thinker, eager to identify and implement improvements.Reliable, punctual, and committed to upholding company values and service standards.Reporting RelationshipsReports directly to the Practice Manager or Managing Director.Works collaboratively with financial advisers, paraplanners, and other team members.Remuneration and BenefitsCompetitive salary package commensurate with experience and qualifications.Annual performance reviews and opportunities for progression within the firm.Support for ongoing professional development, including industry training and accreditation.Modern office facilities located in the heart of the Gold Coast, close to public transport, cafes.Regular team events, wellness initiatives, and a strong focus on work-life balance.Unlock job insightsSalary match Number of applicants Skills matchYour application will include the following questions:Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a client services manager?
Which of the following Microsoft Office products are you experienced with?
Do you have customer service experience?
Do you have experience in administration?
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