Are you looking for an exciting prospect in the new year?
We are seeking a motivated financial planning professional to join our client support team.Ongoing support and management of our clients is at the core of our business ethos, and our client services and advice development teams are at the forefront of maintaining those relationships and delivering exceptional service through our review program.M Wealth has an established history (30+ years) in financial services and wealth management.
We provide professional financial advice to high-net-worth family groups, professionals and individuals.
Situated in Norwood, M Wealth is an employer of choice for those seeking to progress their career in the financial advice and wealth management.This is a senior position, and you will have the opportunity to interact with and make a meaningful impact on the financial well-being of our clients.
Additionally, the successful candidate would key contributor to the growth and development of our team The role would suit a talented and experienced Client Service Manager or associate.This is a full-time position,



and the primary responsibilities include:Collaborate with financial advisors to maintain relationships with and provide high-end service to a panel of key clients.
This includes preparation and processing of client documentation, handling client enquiries, and resolving issues.Supervise, support, and provide training within the team as requested or required, andManage and maintain organised client files and records, coordinate and participate in client meetings as needed, and follow up on required action items.About youProven experience as a Client Services Manager/associate, or related roleSome experience in a senior role, overseeing other team membersStrong understanding of financial planning concepts and regulationsIntermediate to advanced Microsoft Excel skillsExcellent analytical and problem-solving skillsEffective communication and interpersonal skillsProficiency in financial planning software/tools (X Plan, Worksorted, etc)Proficient with Microsoft OfficeAbility to prioritize and perform multiple tasks with consistency and accuracyAbility to work autonomously as well as contribute as a member of a team
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📌 Client Services Manager – Financial Advice (Adelaide)
🏢 M Wealth
📍 Adelaide