Aspiring Client Services Manager

Ironbark Financial Group; Canberra; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Career progression opportunities

Professional development support

Ongoing learning and development

Health and wellbeing initiatives

Paid parental leave

Community and volunteer leave

Employee recognition programs

Employee assistance services

Job summary

Ironbark Financial Group in Canberra is seeking a Junior Client Services Manager to support clients and advisers and help deliver a seamless service experience throughout the advice process.

You'll work closely with advisers, clients and support teams, coordinating meetings, preparing documentation, and ensuring compliance while building lasting relationships. This role offers exposure to a growing financial services group and opportunities to develop your career.

Qualifications

• Experience in office administration or financial services is highly regarded but not essential.
• Strong relationship-building and stakeholder management skills.
• Excellent organisational skills with the ability to manage competing priorities.
• High attention to detail and a commitment to quality outcomes.
• Strong written and verbal communication skills.
• Ability to work effectively within a regulated environment.
• A proactive approach and genuine passion for client service.

Responsibilities

• Act as a primary point of contact for clients and deliver an exceptional client experience.
• Coordinate client meetings and manage Adviser calendars.
• Prepare and maintain client documentation and records.
• Support the implementation of financial advice strategies and recommendations.
• Liaise with clients, product providers and internal stakeholders to facilitate timely outcomes.
• Ensure client information remains accurate, compliant and up to date.
• Manage follow-up actions and ongoing client service requirements.
• Work collaboratively with Advisers and support teams to achieve positive client outcomes.

Skills

Relationship-building

Stakeholder management

Organisation skills

Attention to detail

Written and verbal communication

Regulated environment

Education

Business Administration / Financial Planning related discipline

Job description

Ironbark Financial Group in Canberra is seeking a Junior Client Services Manager to support clients and advisers and help deliver a seamless service experience throughout the advice process.

You'll work closely with advisers, clients and support teams, coordinating meetings, preparing documentation, and ensuring compliance while building lasting relationships. This role offers exposure to a growing financial services group and opportunities to develop your career.