About the Company: Our client is a highly successful and established Financial Services firm helping ambitious Australian families who want to take control of their financial future. They’re looking for a Client Services Manager who shares their values, energy, and drive to help clients feel truly looked after and ensure that the office is running smoothly.
About the Role: As a Client Services Manager, you’ll play a central role in shaping the client experience — ensuring every touchpoint is smooth, timely, and delivered with heart. You’ll lead and empower a skilled offshore client services team, streamline workflows, and drive operational excellence from the inside out. Your leadership will ensure the advice process runs like clockwork, while your problem-solving skills will keep things moving when complexities arise.
Key Duties & Responsibilities
- Lead and mentor a capable offshore client services team to deliver outstanding support
- Manage workflows and ensure accurate, compliant implementation of financial advice
- Be the go-to for client queries — ensuring every interaction is professional, prompt, and empathetic
- Oversee the preparation of Statements of Advice and key client documentation
- Continuously refine internal systems and processes to boost efficiency and compliance
- Facilitate weekly implementation meetings and drive monthly training sessions
- Monitor service delivery and deadlines to keep client promises on track
- Provide critical support to Directors and collaborate with advisers
What You’ll Bring
- 2+ years' experience in a client service or operations role in financial planning
- A sharp eye for detail, strong time management, and next-level organisational skills
- A natural communicator with a calm, solutions-focused mindset
- A passion for leading people and improving systems
- Proactive, reliable, and always looking for ways to grow and improve
What’s in it for You
- A genuinely supportive team who have each other's backs
- Growth opportunities opportunities with a firm that invests in its people
- Flexibility to support your work-life balance
- A modern office and vibrant team culture with shared lunches, conferences, and social events
- A role that matters, where your work directly impacts the quality of service clients receive
Apply
If you think this could be the role for you, please apply now. For questions, contact Selina from Fuse Recruitment on .