The BusinessThis wealth management advisory firm located in Brisbane possesses a solid reputation and specialises in wealth preservation, estate planning, financial management strategies and investment management.
Their HNW client base highly regard the strong business ethics which facilitate the consistent growth of the business.The OpportunityThis opening is for an experienced Client Service Manager to join a close-knit team of driven and process‐centric financial professionals.
You will assist in providing seamless client services support to the Financial Advisers.
Ideal for a self‐motivated and organised individual with a passion for quality client service.This varied and challenging position is suited to a client service professional who is looking to take on an energetic and challenging position.
Long‐term and permanent role - grow within the business and build on your existing skill set.The RoleProvide seamless support to the advisers and manage the implementation of adviceAnswer general enquiries from clients.
This will be in all forms, including in‐person, by telephone,



email or mail correspondenceAct as the first point of contact for all portfolio management and implementation queriesMaintain Xplan and all other client databases and transaction recordsEnsure all online systems and resources are operational, maintained and currentProvide exceptional implementation support to all clientsDevelop and maintain client relationshipsThe CandidateWe would love to see applications from enthusiastic and professional individuals who:Have at least 2-3 years of client service experience within a financial planning firmA natural ability to engage with people directly, particularly busy professionals – this is an integrated accounting and advice practiceSolid Xplan knowledge and skillsStrong computer skills (MS Word, Outlook, Excel)Highly developed relationship‐building skillsHigh attention to detail with superb organisation skillsExcellent communication skills both written and verbal
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📌 Client Service Manager Brisbane
🏢 Godfrey Group Recruitment
📍 Brisbane