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 strategies
Lodging applications with providers such as Colonial First State and Macquarie, managing outstanding requirements, and tracking every recommendation through to completion
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
Supporting the full client lifecycle: preparing files and coordinating annual reviews, responding to client queries,



processing operational changes, and keeping systems accurately updated
Providing broader wealth support across the team, including assistance with insurance-related matters as they arise
What you'll bring:
Experience in a financial planning practice, ideally in implementation or client services
Comfort working with platforms such as Colonial First State, Macquarie, Hub24 etc
A solid understanding of the advice process, from strategy through to ongoing service
A Certificate IV or Diploma in Financial Planning is well regarded but not essential
What 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