Client Services Manager - Financial Advisory firm

A well-established financial planning practice on St Kilda Road is seeking an experienced Client Services Manager to join its team.

Supporting a group of experienced Financial Advisers, you will play an important role in delivering a high standard of service to clients while ensuring the advice process runs efficiently and accurately.

This is a broad role suited to someone who enjoys variety, takes pride in their work and values being part of a professional, collaborative team.

Responsibilities include, but are not limited to -

- Prepare review packs and meeting documentation
- Coordinate new client onboarding and account establishment
- Manage portfolio transactions, contributions, withdrawals and transfers
- Prepare and issue advice and consent documentation
- Liaise with platforms, product providers and clients
- Support advisers with workflow management and ongoing client servicing
- Assist in coordinating offshore administration support




- Maintain accurate client records and compliance documentation

Experience required -

- Experience within financial planning or wealth management
- Strong client service and administration skills
- Knowledge of advice processes and investment platforms
- Excellent organisational and prioritisation skills
- High attention to detail
- Strong communication and relationship-building skills
- Qualified, reliable and proactive

And in return, you will receive -

- Established and respected advice business
- Supportive and experienced team and leaders
- Broad role with genuine variety
- Direct exposure to advisers and clients
- Long-term career opportunity

If you are looking for a stable, professional environment where you can build on your financial planning experience and be part of a highly regarded team, we would love to hear from you.

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📌 Client Services Manager - Financial Advisory firm (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne