Client Service Manager required for a thriving financial advisory practice with mentoring and growth within a national framework.
Mature boutique practice in national financial planning firm
Mentoring from 2 senior Professionals
Learn about financial advice and process
Variety, growth and development position

This is a outstanding opportunity for an experienced Client Service Manager to become a member of a thriving financial advisory practice with mentoring and growth within a national framework. Grow your knowledge, skills and experience in a successful rapid paced and growing practice.

The Business

With offices nationally and energetic vision for future advice delivery, the Canberra practice provides financial planning and wealth management services with a focus on guiding Clients towards achieving their ideal financial and lifestyle goals.

The business specialises in providing advice to professionals, executives, and business owners through wealth creation and retirement strategies.





The Position - Client Service Manager

The primary objective of the role is to provide exceptional service and support to the Financial Planners with client relationships, enquiries, client account management, client reviews, and advice implementation. You will also act as a liaison between the clients and the firm ensuring that the clients receive the assistance they need, and their expectations are met.

Key Responsibilities:
Address and handle client enquiries and concerns effectively
Implementation of SOA's/ROA's and client strategies
Prepare and handle application forms and comprehensive financial plans
Maintain and update client information in the Xplan database
Manage the administration and processing of client documents
Oversee and schedule client appointments efficiently

📌 Client Service Manager Canberra, Act
🏢 Climate Control Services
📍 Canberra