Client Experience Manager, Financial Planning

Guardian Compliance Solutions; Ipswich City; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Supportive management

Small team environment

Job summary

Guardian Compliance Solutions in Ipswich, QLD is seeking a Client Services Manager to support clients’ financial journeys with a focus on service excellence. You will be the friendly face guiding clients, coordinating with fund managers, and ensuring seamless implementation of financial plans.

The role requires prior experience in a financial planning practice, strong communication, and exceptional organisational skills.

Qualifications

• Experience in a financial planning practice.
• Outstanding written and verbal communication with meticulous attention to detail.
• Excellent organisational skills with the ability to juggle priorities and deadlines.
• Strong client relationship and service mindset.
• Advanced Microsoft Office capabilities.

Responsibilities

• Be the friendly face and voice clients know and trust—handle calls, emails and queries with professionalism.
• Coordinate with fund managers and product providers to ensure smooth implementation.
• Maintain accurate client records and investment data in XPLAN.
• Coordinate client meetings and manage diaries to keep operations running smoothly.
• Prepare applications and liaise with product providers and fund managers.
• Deliver an outstanding client experience from start to finish.

Skills

Client service

Attention to detail

Team player

Communication

Tools

XPLAN

Job description

Guardian Compliance Solutions in Ipswich, QLD is seeking a Client Services Manager to support clients’ financial journeys with a focus on service excellence. You will be the friendly face guiding clients, coordinating with fund managers, and ensuring seamless implementation of financial plans.

The role requires prior experience in a financial planning practice, strong communication, and exceptional organisational skills.