Client Services Manager
- Melbourne, VIC
- $80,000-95,000 per year
- Permanent
- Full-time
Our client is a highly successful and established Financial Services firm helping ambitious Australian families who want to take control of their financial future. With a reputation for clear, practical advice and a genuine passion for helping people thrive, this close-knit team delivers tailored strategies with warmth, precision, and care.They’re looking for a Client Services Manager who shares their values, energy, and drive to help clients feel truly looked after and ensure that the office is running smoothly.About the RoleAs a Client Services Manager, you’ll play a central role in shaping the client experience — ensuring every touchpoint is smooth, timely, and delivered with heart.
You’ll lead and empower a skilled offshore client services team, streamline workflows, and drive operational excellence from the inside out. Your leadership will ensure the advice process runs like clockwork, while your problem-solving skills will keep things moving when complexities arise.Key Duties & Responsibilities
- Lead and mentor a capable offshore client services team to deliver outstanding support
- Manage workflows and ensure accurate, compliant implementation of financial advice
- Be the go-to for client queries — ensuring every interaction is professional, prompt, and empathetic
- Oversee the preparation of Statements of Advice and key client documentation
- Continuously refine internal systems and processes to boost efficiency and compliance
- Facilitate weekly implementation meetings and drive monthly training sessions
- Monitor service delivery and deadlines to keep client promises on track
- Provide critical support to Directors and collaborate with advisers
- 2+ years' experience in a client service or operations role in financial planning
- A sharp eye for detail, strong time management, and next-level organisational skills
- A natural communicator with a calm, solutions-focused mindset
- A passion for leading people and improving systems
- Proactive, reliable, and always looking for ways to grow and improve
- A genuinely supportive team who have each other's backs
- Career growth opportunities with a firm that invests in its people
- Flexibility to support your work-life balance
- A modern office and vibrant team culture who enjoy shared lunches, conferences, and social events
- A role that matters, where your work directly impacts the quality of service clients receive
If you know someone looking for a job, refer them to us and we'll give you $500 if we find them a new role!
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