The opportunityYou will lead the client service experience at 3D Wealth, a financial advice business with high standards and a solid growth trajectory.
You will join a supportive team where your contribution is valued and visible.
The role is both detail-focused and people-oriented.
As the business grows, the function you build will grow with it.The company3D Wealth is a financial advice business that takes client services seriously.
The team is small, the standards are high, and clients are looked after from the first meeting through every review.
We create good client outcomes by getting things done on time, accurately and with care.The roleYou design, lead, and deliver the client service experience end to end.
You manage the CSOs and FPAs, set the service standards, build the workflows, and keep everything moving.
You will work closely with the adviser, resolve escalations, keep the CRM accurate, and ensure the team performs.If you like clear responsibilities, take pride in quality work, and want to lead a service function that runs smoothly, this seat will suit you.The detailed requirementsSkillsStrong written and verbal communication skills in EnglishExcellent attention to detail and accuracyConfident handling client interactions,



including escalationsProcess-driven with a continuous improvement mindsetStrong time management and ability to prioritise competing tasksComfortable making decisions within your area of expertiseConfident across phone, email, and CRM platformsExperienceMinimum 4 years in a similar client services, operations, or practice management roleDemonstrated people leadership or team managementStrong understanding of financial advice processes and client workflowsTrack record of high productivity and chargeable hours (preferred)KnowledgeEnd-to-end financial advice process and client service lifecycleCRM management, workflow design and improvementAustralian financial advice regulatory environmentDegree in a finance-related field (preferred)About youYou are serious about your work, careful with the details, and quietly proud of doing things properly.
You like clear responsibilities and structured processes delivering on high quality client outcomes.
You are supportive of the people around you, calm when things get busy, and the kind of person others trust to follow through.Pay: From $80,****** per yearBenefits:Professional development assistanceReferral programSalary packagingExperience:Financial planning: 3 years (Preferred)Work Authorisation:Australia (Preferred)Work Location: In person

📌 Client Services Manager (Perth)
🏢 3D Wealth
📍 Perth