Great advice is supported by great service.
We're growing – and have multiple positions available for passionate, client-focused Client Service Managers to join our Advice team in either our Collins St or St Kilda Road offices.
As a Client Services Manager, you'll work closely with advisers and clients to deliver a seamless advice experience from start to finish.
You'll be a trusted point of contact, ensuring client needs are met, processes are managed efficiently, and service excellence is maintained every step of the way.
If you're an experienced client services professional looking to bring your skills to a stable, high-performing advice team where quality service, robust processes and client outcomes matter – we'd love to hear from you.
About the Role
As a valued member of our Client Services team, you'll work closely with Advisers and Associate Advisers, supporting a diverse client base and playing a key role in delivering high-quality financial advice outcomes.
You'll be responsible for:
Implementing advice strategies across a range of platforms
Supporting Advisers and Associate Advisers with review preparation
Managing and prioritising tasks, including investment implementation and holistic advice delivery
Maintaining accurate and compliant client records
Collaborating closely with the broader team to deliver exceptional client experiences and support business growth
Mentor junior team members and contribute to capability development across the client services team
Drive continuous improvement initiatives that enhance efficiency, service delivery and adviser capacity
This is a hands-on, varied role that offers strong exposure across advice, strategy and client engagement.
What We Offer




We believe in investing in our people.
In return for your expertise and commitment, we offer:
Competitive salary package plus bonus potential
Genuine career progression pathways
Coaching, structured training and skills workshops
Mentoring to support progression into Associate Adviser and beyond
Flexible working arrangements
Exposure to a broad range of advisers, strategies and client scenarios
A fun, collaborative and highly supportive team environment
About You
To thrive in this role, you will bring:
Minimum 3-5 years' experience in client services within advice administration, wealth management or financial services
Hands-on experience with Xplan
Excellent organisation and time management skills
A genuine commitment to delivering exceptional client service
Robust written and verbal communication skills
The ability to work autonomously in a dynamic, open-plan workplace
Experience with SMSF clients (highly regarded)
A relevant financial planning qualification (desirable but not essential)
About Us
First Financial is a leading wealth management firm with a strong reputation for delivering high-quality strategic advice to clients who value trusted, long-term professional guidance.
We are continuing to grow and invest in our people, technology, partnerships and client proposition, creating an environment where advisers can do their best work with strong technical, operational and leadership support around them.
Our culture is professional, collaborative and high performing, with a clear focus on delivering exceptional client outcomes, developing our people and building a business that our team are proud to be a part of.
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