About Us

At MGD, we are not just a financial services firm – we are trusted partners in our clients’ financial journeys. As a boutique firm with a passion for providing tailored solutions, we specialise in helping individuals, families, businesses, and corporates across Australia manage, protect, and grow their wealth. With a personalised approach, we empower our clients with the financial freedom and resilience needed to achieve their personal, financial and business aspirations.

MGD is privately owned, and we operate under our own Australian Financial Services Licence (AFSL no. 222600).

To learn more about us, visit www.mgdwealth.com.au.

The Opportunity

Our continued growth has created an opportunity for a Senior Client Service Manager to join our firm. This role is ideal for an experienced professional who is passionate about client service, whether you are building a long-term career as a Senior Client Service Manager or seeking your next step in a growing, high-performing business. You will be actively involved in implementation and full client service delivery, working closely with advisers, managing workflows, and ensuring a consistently positive and seamless client experience.

Key Responsibilities

- Act as the first point of contact for clients, building strong and trusted relationships
- Provide high-level support to two client advisers and assist with complex client needs
- Prepare and collate client documentation for meetings and implementation
- Manage end-to-end advice implementation for new and existing clients
- Lodge Letters of Authority (LOAs) and complete data collection accurately




- Issue and manage workflow tasks in Xplan and XPM
- Oversee Ongoing Fee Arrangements (OFAs) and ensure compliance standards are met
- Contribute to process improvements and mentor junior team members

About You

- Minimum two years’ experience in financial services client support (wealth management)
- Proficiency in Xplan is essential; experience with XPM highly regarded
- Strong client-centric approach with excellent relationship management skills
- Ability to work autonomously and productively while collaborating in a team environment
- Exceptional written and verbal communication skills
- Excellent time management and ability to meet deadlines
- High attention to detail and accuracy across all tasks

Culture and Perks

Our firm’s culture is professional, collegial, and social. We are focused, productive, and committed to high performance, with a shared dedication to making a meaningful difference in the lives of our clients. With broad and deep capabilities across the firm, you will have ongoing opportunities to learn and grow, drawing on the expertise of financial professionals across multiple disciplines.

Our culture is best reflected by the people who work here. A perspective from within the Wealth Management team:





“I’ve been with MGD Wealth for nearly five years as a Senior Client Service Manager. I’m a career CSM with 18 years’ experience in the industry, and what I love most is the strong relationships I build with my clients — they genuinely feel like family. The Wealth Management team works incredibly well together, and I really value the support and collaboration across the wider business, including Insurance, SMSF and Tax.” – Kaarina Robson, Senior Client Service Manager, Wealth

MGD provides a range of employee benefits, including but not limited to:

- Market-leading remuneration
- Training and development opportunities
- MGD-funded Group Salary Continuance (GSC) for eligible employees offering complimentary Income Protection Insurance
- Access to our default employer superannuation fund with MGD-funded Life and TPD cover
- A commitment to a diverse and inclusive workplace
- Regular social events to foster connection across the firm
- Opportunities to engage in charitable, community, and philanthropic causes

To Apply If you believe you have the skills and commitment required for this opportunity, please submit your cover letter and resume by clicking “Apply”.

For further information, please contact [email protected] or visit www.mgdwealth.com.au

Before applying, please note:

- Only applicants shortlisted for an interview will be contacted
- All applicants must be Australian Citizens or hold a current valid Australian Work Visa
- MGD is an equal opportunity employer

📌 Senior Client Service Manager (Brisbane)
🏢 MGD Wealth
📍 Brisbane