Company Description

✅ Goldsborough Financial Services is a self-licensed financial planning firm that has supported clients across South Australia and beyond since 1992.

✅ Our team of experienced financial advisers helps individuals and families understand their finances, simplify complex superannuation, investment, and tax rules, and make confident decisions.

✅ We focus on long-term relationships, acting as a trusted sounding board for both financial and life decisions.

✅ We are committed to clear communication, avoiding unnecessary complexity, and explaining strategies in everyday language.

✅ We are fully transparent about fixed fees, with no hidden costs or product alignments, ensuring client interests remain the priority.

Role Description

➡️ The Client Services Manager is a full-time, on-site role based in Parkside, SA. This role is responsible for coordinating end-to-end client service activities, including preparing advice documentation, managing appointment scheduling, and overseeing follow-up actions.

➡️ The Client Services Manager will liaise closely with financial advisers and clients to ensure accurate implementation of advice, efficient handling of queries, and timely processing of applications, transactions, and compliance requirements.

➡️ Daily tasks include maintaining client records in CRM systems, tracking workflow, preparing reports,



and supporting review meetings. The role also involves continuous improvement of service processes, collaborating with colleagues to enhance client experience, and upholding Goldsborough’s commitment to clarity, transparency, and long-term relationships.

Qualifications

? Robust client service and relationship management skills, with the ability to communicate clearly and empathetically with a diverse range of clients.

? Experience in financial services administration, including managing documentation, processing applications, and maintaining accurate client records.

? Proficiency with office and CRM software, data entry, and workflow management tools to support efficient and compliant operations.

? Solid organizational and time-management skills, with attention to detail and the ability to manage multiple tasks and deadlines.

? Understanding of financial planning concepts, superannuation, investments, and basic tax principles; prior experience in a financial advice or wealth management environment is essential.

? Ability to collaborate effectively with advisers and colleagues, contribute to process improvement, and adapt to evolving business needs.

? Relevant qualifications in financial services are highly desirable; additional training in compliance or client service is an advantage.

📌 Client Services Manager (Adelaide)
🏢 Goldsborough Financial Services
📍 Adelaide