Client Services Manager

Ironbark Financial Group; Adelaide; On-site; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Career progression

Learning & development

Health & wellbeing

Paid parental leave

Volunteer leave

Employee recognition

Employee assistance services

Job summary

Ironbark Financial Group’s Unley team is seeking a Client Services Manager to support clients and Advisers, delivering a seamless service from implementation through ongoing support. You will build strong relationships, manage adviser calendars and client documentation, coordinate meetings, and ensure information is accurate and compliant to help us grow.

Previous office administration or client service experience is valued; we prize collaboration, initiative and a proactive approach to

Qualifications

• Previous office administration, client service or financial services experience will be highly regarded but is 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

Organisational skills

Attention to detail

Written and verbal communication

Education

Business Administration

Financial Planning

Job description

This is an exciting opportunity to join MBA Financial Services as it becomes part of the Ironbark Financial Group. As a Client Services Manager within our Unley team, you'll play a key role in supporting clients and Advisers while contributing to an exciting period of growth and integration.

Working closely with Advisers, clients and support teams, you'll help deliver a seamless client experience and support the advice process from implementation through to ongoing service.

This role is well suited to someone who enjoys building relationships, takes pride in delivering exceptional client service and is looking to further develop their career within a growing financial services group.

Key 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.

About You

Previous office administration, client service or financial services experience will be highly regarded but is 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.

We are particularly looking for someone who demonstrates:

Humility and a collaborative mindset.

Drive, initiative and accountability.

Strong emotional intelligence and professionalism.

A commitment to delivering outstanding client outcomes.

Qualifications

Qualifications in Business Administration, Financial Planning or a related discipline are desirable but not essential.

Ability to satisfy pre-employment screening requirements.

About Us

Ironbark Financial Group is Australia's trusted home of great advice.

With offices across Queensland, New South Wales, Victoria, the Australian Capital Territory and Tasmania, we support Australians through quality financial advice and wealth solutions.

Our business brings together experienced advisers and specialist professionals who share a commitment to helping clients live their best possible lives. Guided by a client-first mindset, we work collaboratively to deliver tailored advice and meaningful outcomes for the people and communities we serve.

As our business continues to grow, we remain focused on creating an environment where our people feel supported, connected and empowered to succeed. You'll find a culture where ideas are welcomed, collaboration is encouraged and long-term career development is genuinely supported.

Why Join Ironbark?

We believe that great businesses are built by great people.

At Ironbark, we're committed to creating an environment where our people can do their best work, continue to grow and enjoy being part of a supportive and collaborative culture.

Depending on role requirements and eligibility, our people may have access to benefits and initiatives including:

Career progression opportunities across a growing national group

Ongoing learning and development opportunities

Health and wellbeing initiatives

Paid parental leave (subject to eligibility requirements)

Community and volunteer leave

Employee recognition programs

Employee assistance services

Above all, we're proud of the culture we've built. A culture where people support each other, celebrate success together and genuinely care about delivering great outcomes for clients and colleagues alike.