Client Services Manager | Financial Planning South Yarra, Melbourne | Established & Progressive Financial Advice Firm

Join a modern, professional and welcoming financial advice team where your experience is valued and your contribution makes a difference.

The Opportunity An exciting opportunity has become available to join a highly regarded, well-established financial advice firm in South Yarra.
Led by a progressive and approachable leadership team, this successful business offers a contemporary, collaborative and genuinely supportive working environment.

We are seeking an experienced Client Services Manager (CSM) to support two Financial Advisers while working alongside a broader, friendly and experienced Client Services team.

The Role
-Coordinate advice implementation, ensuring recommendations are actioned efficiently.
-Support Advisers throughout the advice process, including client reviews and ongoing service.
-Prepare and process client documentation, applications and transactions.
- Liaise with clients, platforms and product providers.

About You




-Previous experience in a CSM, CSO or Adviser Support role within financial planning.
-Strong hands-on advice implementation experience and an understanding of SOAs, ROAs and the advice process.
- Excellent organisational skills, attention to detail and a proactive approach.
- A positive attitude and enjoyment of working within a collaborative team.

Why Join
-Progressive, approachable leadership and a fantastic team culture.
-Established, successful firm with a contemporary approach.
-Supportive colleagues and a welcoming, professional environment.

Attractive salary package reflective of your experience.

If you're looking for a progressive firm where you'll feel valued, supported and part of a great team, we'd love to hear from you.

Apply now or contact Jenny at Advance Recruitment Partners for a confidential discussion. - *****@advancerecruitmentpartners.com.au

📌 Client Services Manager / Officer (South Yarra)
🏢 Advance Recruitment Partners
📍 South Yarra