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Client Services Manager - Financial Advisory firmFS Recruitment Solutions • City of Melbourne, Victoria, AU
Client Services Manager - Financial Advisory firm

Client Services Manager - Financial Advisory firm

FS Recruitment Solutions • City of Melbourne, Victoria, AU
1 day ago
Job description

Client Services Manager - Financial Advisory firm

A well-established financial planning practice on St Kilda Road is seeking an experienced Client Services Manager to join its team.

Supporting a group of experienced Financial Advisers, you will play an important role in delivering a high standard of service to clients while ensuring the advice process runs efficiently and accurately.

This is a broad role suited to someone who enjoys variety, takes pride in their work and values being part of a professional, collaborative team.

Responsibilities include, but are not limited to -

  • Prepare review packs and meeting documentation
  • Coordinate new client onboarding and account establishment
  • Manage portfolio transactions, contributions, withdrawals and transfers
  • Prepare and issue advice and consent documentation
  • Liaise with platforms, product providers and clients
  • Support advisers with workflow management and ongoing client servicing
  • Assist in coordinating offshore administration support
  • Maintain accurate client records and compliance documentation

Experience required -

  • Experience within financial planning or wealth management
  • Strong client service and administration skills
  • Knowledge of advice processes and investment platforms
  • Excellent organisational and prioritisation skills
  • High attention to detail
  • Strong communication and relationship-building skills
  • Professional, reliable and proactive

And in return, you will receive -

  • Established and respected advice business
  • Supportive and experienced team and leaders
  • Broad role with genuine variety
  • Direct exposure to advisers and clients
  • Long-term career opportunity

If you are looking for a stable, professional environment where you can build on your financial planning experience and be part of a highly regarded team, we would love to hear from you.

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Client Services Manager - Financial Advisory firm • City of Melbourne, Victoria, AU

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