Senior Client Service Manager (Wealth)

at; Österreich; Vor Ort; EUR 60 000 - 80 000; Vollzeit

Zusammenfassung

A boutique financial services firm in Austria is seeking an experienced Senior Client Service Manager. The role involves delivering exceptional client service, managing workflows, and providing support to client advisers. Candidates should have a minimum of two years’ experience in financial services and proficiency in Xplan. This opportunity offers market-leading remuneration and a professional, collegial culture.

Leistungen

Market-leading remuneration

Training and development opportunities

MGD-funded Group Salary Continuance

Access to employer superannuation fund

Diverse and inclusive workplace

Regular social events

Qualifikationen

• Minimum two years’ experience in financial services client support.
• Proficiency in Xplan is essential.
• Exceptional written and verbal communication skills.

Aufgaben

• Act as the first point of contact for clients.
• Provide high-level support to client advisers.
• Manage end-to-end advice implementation for clients.

Kenntnisse

Client-centric approach

Relationship management

Time management

Attention to detail

Tools

Xplan

XPM

Jobbeschreibung

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

Due to the expansion of our Financial Planning team, we are seeking a Senior Client Service Manager to join our firm. This is a senior role for an experienced professional who takes pride in delivering exceptional client service and thrives in a high-performance environment. You will be actively involved in implementation and client service delivery — providing strategic support to advisers, managing workflows, and ensuring a seamless client experience.

What sets us apart

We have robust systems and processes that support efficiency and consistency—something our team have highlighted as a real differentiator in the marketplace. If you value structure and high standards, you’ll thrive here.

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 Benefits

Our firm’s culture is professional, collegial, and social. We are focused, productive and high-performance. We are dedicated to making an ongoing difference to the lives of our clients. With broad and deep capabilities across the firm, you’ll have opportunities to learn and grow through the expertise of financial professionals across multiple disciplines and specialities.

• 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”.

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