Job Description
Client Services Manager - Financial Advisory firm
n
A well-established financial planning practice on St Kilda Road is seeking an experienced Client Services Manager to join its team.
n
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.
n
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.
n
Responsibilities include, but are not limited to -
n
n
Prepare review packs and meeting documentation
n
Coordinate new client onboarding and account establishment
n
Manage portfolio transactions, contributions, withdrawals and transfers
n
Prepare and issue advice and consent documentation
n
Liaise with platforms, product providers and clients
n
Support advisers with workflow management and ongoing client servicing
n
Assist in coordinating offshore administration support
n




Maintain accurate client records and compliance documentation
n
n
Experience required -
n
n
Experience within financial planning or wealth management
n
Strong client service and administration skills
n
Knowledge of advice processes and investment platforms
n
Excellent organisational and prioritisation skills
n
High attention to detail
n
Strong communication and relationship-building skills
n
Professional, reliable and proactive
n
n
And in return, you will receive -
n
n
Established and respected advice business
n
Supportive and experienced team and leaders
n
Broad role with genuine variety
n
Direct exposure to advisers and clients
n
Long-term career opportunity
n
n
If you are looking for a stable, qualified 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.

📌 Client Services Manager - Financial Advisory Firm (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria