Job Description

We're working with a well-regarded wealth management practice looking for a Client Services Manager to sit at the centre of the advice relationship, connecting advisers, clients and product providers so holistic financial strategies actually get implemented and maintained over time.

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What you'll be doing:

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- Taking the handover once a Statement of Advice or Record of Advice is signed, and owning implementation end-to-end across superannuation, investment, pension and retirement strategies
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- Lodging applications with providers such as Colonial First State and Macquarie, managing outstanding requirements, and tracking every recommendation through to completion
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- Executing investment instructions in line with adviser recommendations: regular investment programs, lump sum contributions, portfolio rebalancing and fund switches, with a clean audit trail throughout
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- Supporting the full client lifecycle: preparing files and coordinating annual reviews,



responding to client queries, processing operational changes, and keeping systems accurately updated
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- Providing broader wealth support across the team, including assistance with insurance-related matters as they arise
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What you'll bring:

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- Experience in a financial planning practice, ideally in implementation or client services
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- Comfort working with platforms such as Colonial First State, Macquarie, Hub24 etc
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- A solid understanding of the advice process, from strategy through to ongoing service
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- A Certificate IV or Diploma in Financial Planning is well regarded but not essential
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What matters most:

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you take ownership, you communicate proactively, and you genuinely care about getting it right for clients navigating some of the biggest decisions of their lives.

📌 Client Services Manager (Victoria)
🏢 The Andersen Partnership
📍 Victoria