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.What you'll be doing: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 strategiesLodging applications with providers such as Colonial First State and Macquarie, managing outstanding requirements, and tracking every recommendation through to completionExecuting investment instructions in line with adviser recommendations: regular investment programs, lump sum contributions, portfolio rebalancing and fund switches, with a clean audit trail throughoutSupporting the full client lifecycle: preparing files and coordinating annual reviews,



responding to client queries, processing operational changes, and keeping systems accurately updatedProviding broader wealth support across the team, including assistance with insurance-related matters as they ariseWhat you'll bring:Experience in a financial planning practice, ideally in implementation or client servicesComfort working with platforms such as Colonial First State, Macquarie, Hub24 etcA solid understanding of the advice process, from strategy through to ongoing serviceA Certificate IV or Diploma in Financial Planning is well regarded but not essentialWhat matters most: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.
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📌 Client Services Manager (Melbourne)
🏢 The Andersen Partnership
📍 Melbourne