Description

About Ashfords
Ashfords is Melbourne’s South East’s largest independently owned multidisciplinary firm. Across seven specialist business units, we offer the depth and opportunity of a larger firm with the agility, flexibility and close-knit culture of an independent business. We’re ambitious about what comes next—for our clients, our firm and our people. Here, you’ll have the support to grow, the freedom to lead and the opportunity to make a visible impact.

About the Role
We are seeking an experienced and highly organised Client Services Manager to play a pivotal leadership role within our Wealth division.

Reporting to the Wealth Manager, you will be responsible for leading and developing our Client Service Administration team, overseeing workflow and operational efficiency, and ensuring the delivery of exceptional client service standards across the practice.

This role combines people leadership, operational management and client service excellence. You will work closely with our advisers and leadership team, including direct support to the Partner, ensuring client engagements are managed efficiently, compliance obligations are met and the business operates at the highest qualified standard.





This is an outstanding opportunity for a highly capable financial planning professional who enjoys leading teams, improving processes, solving problems and creating an exceptional experience for both clients and staff.
If you're passionate about people, process improvement and operational excellence, we'd love to hear from you.

Requirements

- Previous experience as a Senior Client Service Administrator, Team Leader, Client Services Manager or similar role within financial planning or wealth management.
- A strong understanding of the end-to-end financial advice process, including onboarding, advice preparation, implementation and ongoing service.
- Proven experience leading, mentoring and developing administration or client service teams.
- Strong working knowledge of XPlan, workflow management, advice implementation and client review processes.
- Demonstrated ability to manage competing priorities and coordinate workflow within a fast-paced professional environment.
- Excellent organisational, communication and stakeholder management skills.
- High attention to detail with a strong focus on quality, compliance and risk management.
- A proactive mindset with strong problem-solving abilities and attention to detail.

📌 Client Servies Manager (Dandenong South)
🏢 Ashfords Accountants & Advisory
📍 Dandenong South