Client Services Manager

Client Services Manager

Job Title: Client Services Manager
Contract Type: Permanent
Location: Hawthorn East, Victoria
Salary: Negotiable
Reference: BBBH11533_1592447121
Contact Name: Jessica Eastaway
Contact Email:
Job Published: June 18, 2020 12:25

Job Description

Providing tailored holistic advice to a large range of clients, this well-established Financial Planning firm is looking for an additional Client Services Manager to join their progressive and dynamic team.

About the role:

This role will be heavily client focused, with a focus on providing an exceptional experience and high-end customer service. You will work closely alongside a busy team and support the Senior Advisers with a range of duties which will include:

  • Following up with clients in a professional and courteous manner
  • Assisting Financial Advisers with SoA/RoA preparation and implementation
  • Administration tasks, such as updating client details
  • Ensuring compliance throughout the advice process


To be considered, you will have:

  • Experience working in a similar support capacity within the Financial Planning industry
  • RG 146 compliance, along with any other industry qualifications
  • Experience handling the preparation and implementation of holistic advice
  • Ability to provide high-end customer service and strong client liaison skills
  • Excellent written and verbal communication skills
  • Ability to prioritise and work in a team environment

What's in it for you?

This is a fantastic position for an experienced candidate looking for a long-term career in the Financial Planning industry

You will be an integral part of a great team, be trusted to work autonomously and have opportunities for progression in the future. This is a very stable, supportive and client centric business that will be a great place to work so don't miss the opportunity apply!


To apply, please send through your application.

Any questions can be directed to Jessica Eastaway on 0432 189 128.