St Kilda Road, Melbourne | Hybrid (4 days office, 1 day WFH)

Join a boutique financial advice firm where relationships come first.

We're looking for a proactive Client Services Manager to become part of our close-knit team. This is an opportunity to become a valued member of a boutique AFSL-licensed financial planning practice that prides itself on delivering exceptional client service and building long-term relationships.

Whether you're an experienced Client Services Manager or an enthusiastic graduate looking to build a career in financial planning, we're looking for someone who shares our values and is committed to delivering an exceptional client experience.

Our culture is built on collaboration and a genuine commitment to putting our clients' best interests first. We value initiative, encourage continuous development and believe the best outcomes come from people who genuinely care about the work they do and the people they support.

If you enjoy working in a collaborative environment, take pride in delivering outstanding outcomes, and want to be part of a business that genuinely puts clients first, we'd love to hear from you.

About the Role

This is a hands-on role with a broad range of responsibilities, supporting our advisers and ensuring our clients receive a seamless, professional experience throughout their financial advice journey.

Working closely with the advice team, you will be involved in all aspects of client service, administration and practice operations, including:

Including:

- Managing client relationships and being a key point of contact for clients.
- Coordinating the implementation of financial advice recommendations.




- Preparing documentation and managing advice workflows.
- Liaising with investment platforms, insurers, superannuation providers and other external stakeholders.
- Coordinating client review meetings and ongoing service requirements.
- Maintaining accurate client records and ensuring data integrity.
- Supporting compliance and AFSL obligations.
- Contributing to process improvements and helping the business continue to evolve.

About You

You’ll be someone who has:

- A positive attitude and a willingness to learn.
- Excellent communication and interpersonal skills.
- Strong organisational skills and attention to detail.
- A genuine interest in financial planning and helping clients achieve great outcomes.
- Previous experience in financial services will be highly regarded but is not essential. Relevant qualifications, or a willingness to undertake industry study, will also be viewed favourably.

What We Offer

- 1. A genuine client-first culture that values people, relationships and quality advice.
- 2. Mentoring and support from experienced advisers and collaborative team environment.
- 3. Meaningful work where your contribution is recognised.
- 4. Chance to grow professionally as the business evolves.
- 5. Hybrid work arrangement - 4 days office, 1 from home.
- 6. Modern systems and a commitment to continual improvement.

Salary: Negotiable and will reflect your experience, skills and qualifications.

If you're looking for a role where you can build strong client relationships, be involved across all aspects of the advice process, and become an integral part of a boutique financial advice practice, we'd love to hear from you.

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📌 Client Services Manager (Melbourne)
🏢 TownsendCobain - Private Wealth Partners
📍 Melbourne