Client Services Manager - Melbourne CBDAbout the roleAn established and highly regarded boutique financial planning firm is seeking an experienced Client Services Manager to join its collaborative Melbourne CBD team.

This is a full-time, office-based chance supporting a team of Financial Advisers and playing a key role in delivering an outstanding client experience. You'll be responsible for coordinating the end-to-end client service process, ensuring advice is implemented efficiently while maintaining exceptional service standards.

Key responsibilities

- Deliver exceptional client service via phone, email and face-to-face interactions.
- Manage client enquiries and ensure timely follow-up on requests.
- Prepare client documentation, reports, correspondence and meeting packs.
- Maintain accurate client records within CRM and financial planning systems.
- Support Financial Advisers with the implementation of client strategies and ongoing reviews.
- Coordinate with product providers and other stakeholders to facilitate advice implementation.
- Monitor outstanding documentation and proactively follow up with clients and third parties.
- Resolve client queries professionally while building strong, long-term relationships.




- Work collaboratively with Advisers and support staff to ensure efficient advice delivery.
- Contribute to ongoing improvements in client service processes and operational efficiency.

About you

To be successful, you'll bring:

- Previous experience in a Client Services Manager, Client Services Officer or Associate Adviser role within financial planning or wealth management.
- Strong understanding of the financial advice process and client administration.
- Excellent communication and relationship-building skills.
- High attention to detail with strong organisational and time management abilities.
- Experience using financial planning CRM systems such as Xplan or similar.
- A proactive, team-oriented approach with a genuine passion for delivering outstanding client outcomes.

What's on offer

- Join a well-established boutique financial planning practice with a strong reputation.
- Support experienced Financial Advisers working with quality clients.
- Collaborative and supportive team environment.
- Melbourne CBD office location.
- Long-term career development opportunities within a growing business.

📌 Client Service Manager (Melbourne)
🏢 Fuse Recruitment
📍 Melbourne