We’re growing — and we’re looking for a passionate, client-focused Client Services Manager to join our Advice team in our Collins St office.

Whether you’re a seasoned client services professional seeking stability within a high-performing team, or you’re ready to take the next step in your financial services career with a firm known for developing its people — we’d love to hear from you.

About the Role

As a valued member of our Client Services team, you’ll work closely with Advisers and Associate Advisers, supporting a diverse client base and playing a key role in delivering high-quality financial advice outcomes.

You’ll be responsible for:

- Implementing advice strategies across a range of platforms
- Supporting advisers and clients with review preparation
- Managing and prioritising tasks, including investment implementation and holistic advice delivery
- Maintaining accurate and compliant client records
- Contributing to continuous process improvement initiatives
- Providing guidance and mentoring to team members

This is a hands-on, varied role that offers strong exposure across advice, strategy and client engagement.

What We Offer

We believe in investing in our people. In return for your expertise and commitment, we offer:

- Competitive salary package plus bonus potential
- Genuine career progression pathways
- Coaching, structured training and skills workshops
- Mentoring to support progression into Associate Adviser and beyond
- Flexible working arrangements




- Exposure to a broad range of advisers, strategies and client scenarios
- A fun, collaborative and highly supportive team environment

About You

To thrive in this role, you will bring:

- Minimum 1 year experience in client services within advice administration, wealth management or financial services
- Hands-on experience with Xplan
- Excellent organisation and time management skills
- A genuine commitment to delivering exceptional client service
- Strong written and verbal communication skills
- The ability to work autonomously in a dynamic, open-plan environment
- Experience with SMSF clients (highly regarded)
- A relevant financial planning qualification (desirable but not essential)

About Us

First Financial is a leading wealth management firm with a strong reputation for delivering high-quality strategic advice to clients who value trusted, long-term professional guidance. We are continuing to grow and invest in our people, technology, partnerships and client proposition, creating an environment where advisers can do their best work with robust technical, operational and leadership support around them. Our culture is professional, collaborative and high performing, with a clear focus on delivering exceptional client outcomes, developing our people and building a business that our team are proud to be a part of.

Apply now.

Company Overview

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📌 Client Services Manager (Melbourne)
🏢 First Financial
📍 Melbourne