At Gamma Wealth Group, we believe great financial advice is about more than numbers. It's about building trusted relationships and helping our clients feel confident about their financial future.

Based on the Gold Coast, we are a growing wealth management and financial planning firm providing personalised advice and investment solutions to individuals, families and business owners. We pride ourselves on delivering an exceptional client experience, supported by a dedicated team that genuinely cares about making a difference.

If you are passionate about helping people, thrive in a collaborative workplace and want to be mentored while building a rewarding career in wealth management, we’d love to hear from you.

About the Role

The Client Services Manager plays a critical role in ensuring our clients receive a seamless, professional and responsive experience at every stage of their advice journey.

You will be responsible for managing client services, advice implementation, administration and ongoing service requirements, while also supporting the Operations Manager with CRM management, workflow administration and process improvement initiatives.

This is a full-time, office-based position located in Broadbeach, Gold Coast.

What You’ll Be Responsible For

Client Services & Advice Support

Deliver a high standard of client communication and service, ensuring phone calls, emails and client enquiries are handled promptly, professionally and accurately.

Manage new business applications and advice implementation.

Prepare advice documentation, including Records of Advice (ROAs) and assist the paraplanning team with Statement of Advice (SOAs).





Action client service requests and administrative enquiries efficiently.

Liaise with product providers, investment platforms and other external stakeholders.

Assist Advisers with review meeting preparation, implementation activities and day to day administration.

Coordinate and prepare Client Service Agreements (CSA) and Ongoing Fee Agreements (OFA), and related documentation.

Maintain accurate and compliant client records within the CRM system.

Investment & Platform Administration

Facilitate account openings, transfers and investment administration activities.

Process client transactions and investment instructions and settlements as required.

Coordinate investment platform and portfolio administration requirements.

Assist with capital raisings, placements and IPO administration where applicable.

Prepare and distribute monthly, quarterly and annual client reporting, along with end of year tax reporting documentation.

What You’ll Bring

We are looking for someone with a positive attitude who combines exceptional client service skills, and strong organisational capability as much as experience.

To be successful in this role you will likely be:

Professional, personable and confident communicating with clients by phone, email and in person.





Passionate about delivering outstanding client service and building trusted relationships.

Highly organised, detail-oriented and able to manage multiple priorities effectively.

Proactive and self-motivated, with a willingness to take ownership and see tasks through to completion.

Process-driven, with a genuine interest in improving workflows and efficiencies.

Eager to learn, adapt, and committed to continuous professional development.

A team player who enjoys contributing to a positive, respectful and collaborative workplace culture.

Previous experience working in client services, investment or stockbroking platforms and account administration.

Experience using Practifi or a similar CRM system.

RG146 qualifications will be viewed favourably but are not essential

Why Join Gamma Wealth Group?

At Gamma Wealth Group, you'll be joining a business that genuinely values its people, clients and culture.

You will benefit from:

- A full-time position in our Broadbeach office
- A supportive and collaborative team environment
- Ongoing mentoring, learning and professional development opportunities
- Exposure to advice, operations and client service leadership
- Competitive salary package based on experience
- The opportunity to make a meaningful impact on the client experience and future growth of the business

Please note: Gamma Wealth Group is managing this recruitment process internally. We kindly request that recruitment agencies do not contact us regarding this vacancy or submit unsolicited candidate profiles.

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📌 Client Services Manager - Wealth Management (City of Gold Coast)
🏢 Gamma Wealth Group
📍 City of Gold Coast