About the Company: Our client is a highly successful and established Financial Services firm helping ambitious Australian families who want to take control of their financial future. They're looking for a Client Services Manager who shares their values, energy, and drive to help clients feel truly looked after and ensure that the office is running smoothly.
n
About the Role: As a Client Services Manager, you'll play a central role in shaping the client experience — ensuring every touchpoint is smooth, timely, and delivered with heart. You'll lead and empower a skilled offshore client services team, streamline workflows, and drive operational excellence from the inside out. Your leadership will ensure the advice process runs like clockwork, while your problem-solving skills will keep things moving when complexities arise.
n
Key Duties & Responsibilities
n
n
- Lead and mentor a capable offshore client services team to deliver outstanding support
n
- Manage workflows and ensure accurate, compliant implementation of financial advice
n
- Be the go-to for client queries — ensuring every interaction is qualified, prompt, and empathetic
n
- Oversee the preparation of Statements of Advice and key client documentation
n
- Continuously refine internal systems and processes to boost efficiency and compliance
n
- Facilitate weekly implementation meetings and drive monthly training sessions
n
- Monitor service delivery and deadlines to keep client promises on track
n
- Provide critical support to Directors and collaborate with advisers
n
n
What You'll Bring
n
n
- 2+ years' experience in a client service or operations role in financial planning
n
- A sharp eye for detail, strong time management, and next-level organisational skills
n
- A natural communicator with a calm, solutions-focused mindset
n
- A passion for leading people and improving systems
n
- Proactive, reliable, and always looking for ways to grow and improve
n
n
What's in it for You
n
n
- A genuinely supportive team who have each other's backs
n
- Career growth opportunities with a firm that invests in its people
n
- Flexibility to support your work-life balance
n
- A modern office and vibrant team culture with shared lunches, conferences, and social events
n
- A role that matters, where your work directly impacts the quality of service clients receive
n
n
Apply
n
If you think this could be the role for you, please apply now. For questions, contact Selina from Fuse Recruitment on 0400 627 654.
#J-18808-Ljbffr
📌 Client Services Manager (Victoria)
🏢 Fuse Recruitment
📍 Victoria
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.