About the role
Thrive Wealth Partners is seeking a dedicatedClient Services Managerto join our growing team in Norwood, SA.
This is apart-time positionthat offers flexibility whilst delivering exceptional client support.
As Client Services Manager, you will be the cornerstone of our client experience, managing relationships, coordinating service delivery, and ensuring every client interaction reflects our commitment to excellence in financial planning.
This role is pivotal to maintaining client satisfaction and supporting the operational success of our wealth management services.
Key responsibilities
Manage and nurture client relationships, serving as the primary point of contact for assigned clients and ensuring their needs are understood and met promptly
Coordinate service delivery across the business, liaising between clients and advisers to ensure seamless communication and implementation of financial plans
Process client requests, including account updates, documentation submissions, and administrative requirements, maintaining accuracy and attention to detail
Maintain comprehensive client records and ensure compliance with data management and confidentiality protocols
Schedule appointments, manage calendars, and organise client meetings and reviews
Respond to client enquiries via telephone, email, and in person, providing timely and professional support
Prepare client documentation, correspondence, and reports as required
Prepare and implement Statement of Advice documents
Support the onboarding process for new clients,



providing guidance and gathering necessary information
Contribute to client satisfaction by proactively identifying opportunities to enhance service delivery
Assist with general administrative tasks to support the efficient operation of the office
What we're looking for
Proven experience in client services, relationship management, or a similar customer-facing role, ideally within financial services, banking, or wealth management
Excellent communication skills, both written and verbal, with the ability to explain complex information clearly to clients
Strong organisational skills with the ability to manage multiple priorities and meet deadlines
Proficiency with computer systems and office software, including Microsoft Office and CRM platforms (Worksorted and AdviserLogic an advantage)
Demonstrated ability to work independently and as part of a collaborative team
A professional demeanour and commitment to maintaining confidentiality and compliance with financial regulations
Robust problem-solving skills and a proactive approach to addressing client concerns
Attention to detail and accuracy in administrative and documentation tasks
Desirable: Experience with financial planning software,



familiarity with financial services regulation, or previous exposure to wealth management processes
About us
Thrive Wealth Partners is a forward-thinking financial planning firm committed to helping clients achieve their financial goals through personalised advice, strategic planning, and dedicated support.
We pride ourselves on our client-centric approach, professional excellence, and collaborative culture.
Our team is passionate about making a meaningful difference in our clients' financial lives, and we foster an environment where expertise meets genuine care for client wellbeing.
What we offer
We recognise the importance of work-life balance and flexibility.
As a part-time role, this position is designed to fit around your personal commitments whilst offering meaningful work.
You will benefit from a supportive team environment, opportunities to develop your skills within financial services, and exposure to diverse client relationships.
We value professional development and encourage our team members to grow within the organisation.
You will also enjoy a collaborative workplace culture where your contributions are recognised and appreciated.
How to apply
If you are interested in joining Thrive Wealth Partners as a Client Services Manager, we would love to hear from you.
Please submit your application today, including your CV and a cover letter outlining your relevant experience and why you are excited about this prospect.
Please email ******

📌 Client Services Manager (Adelaide)
🏢 Thrive Wealth Partners
📍 Adelaide