Client Service Manager

Profusion Planning; Perth; On-site; AUD 70,000 - 95,000; Full time

Job summary

Profusion Planning is seeking a Client Manager to deliver exceptional client experiences and support the end-to-end implementation of financial advice. You will coordinate with advisers, providers, and clients to ensure accuracy, timeliness, and professionalism throughout the client journey.

Key responsibilities include proactive communication, thorough documentation, and ongoing service delivery. The role requires strong organisational skills, detail orientation, and a collaborative approach to

Qualifications

• Minimum 2 years' experience in a Client Manager, Client Services, Financial Planning Administration or similar financial services role.
• Strong client service and relationship management experience.
• Excellent written and verbal communication skills.

Responsibilities

• Build trusted relationships with clients and deliver exceptional service and care.
• Manage the implementation of financial advice recommendations and ensure a seamless client experience.
• Act as a key point of contact for clients with proactive communication and regular progress updates.
• Work closely with Advisers, product providers, insurers, and superannuation funds to achieve accurate outcomes.
• Prepare and manage client documentation with focus on quality and accuracy.
• Coordinate client reviews and ongoing service requirements to meet commitments on time.
• Support clients with policy administration, insurance claims, and general enquiries empathetically.
• Maintain accurate client records in line with compliance and regulatory requirements.
• Identify opportunities to improve processes and the overall client experience.
• Take ownership of client matters and follow through to resolution.

Skills

Client relationship management

Communication

Attention to detail

Organisational skills

Time management

Independent work

Teamwork

Tools

Microsoft Office Suite

Job description

The Client Manager plays a critical role in delivering exceptional client experiences and supporting the successful implementation of financial advice recommendations. Working closely with Advisers, clients, product providers, and internal team members, you will manage the end-to-end client journey from advice implementation through to ongoing service. This role requires strong organisational skills, attention to detail, proactive communication, and a genuine commitment to helping clients achieve their financial goals. As a trusted point of contact, you will ensure clients feel informed, supported, and valued while maintaining the highest standards of service, quality, and professionalism.

Key responsibilities

• Building trusted relationships with clients and delivering the exceptional service and care that Profusion Planning is known for.
• Managing the implementation of financial advice recommendations and ensuring a seamless client experience from start to finish.
• Acting as a key point of contact for clients, providing proactive communication and regular progress updates.
• Working closely with Advisers, product providers, insurers, and superannuation funds to achieve timely and accurate client outcomes.
• Preparing and managing client documentation with a strong focus on quality, accuracy, and attention to detail.
• Coordinating client reviews, follow-up actions, and ongoing service requirements to ensure commitments are delivered on time.
• Supporting clients with policy administration, insurance claims, and general enquiries in a professional and empathetic manner.
• Maintaining accurate client records and ensuring all work is completed in line with business, compliance, and regulatory requirements.
• Identifying opportunities to improve processes, efficiency, and the overall client experience.
• Taking ownership of client matters and following through to resolution.

About you

• Minimum 2 years' experience in a Client Manager, Client Services, Financial Planning Administration or similar financial services role.
• Strong client service and relationship management experience.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Strong organisational and time management skills.
• Ability to prioritise competing deadlines.
• Ability to work independently and within a team environment.
• Proficiency in Microsoft Office applications.
• Experience managing multiple tasks simultaneously.

About us

Profusion Planning is a growing financial advice business committed to delivering exceptional client experiences and building long-term relationships. We pride ourselves on providing professional, proactive, and personalised service that helps clients feel supported and valued at every stage of their financial journey.