Client Services Manager

Ironbark Financial Group; Brisbane; On-site; AUD 85,000 - 115,000; 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 is recruiting a Client Services Manager for our Milton team in Brisbane. You will support clients and advisers, helping deliver a seamless client experience from implementation through ongoing service.

You'll build relationships with advisers, clients and support teams, ensuring accurate documentation, timely outcomes and compliance in a regulated environment. This is an opportunity to develop your career in a growing financial services group with a collaborative

Qualifications

• Experience in office administration or client service is valued.
• Strong relationship-building and stakeholder management skills.
• Ability to work in a regulated environment.

Responsibilities

• Act as 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.
• Work collaboratively with Advisers and support teams to achieve positive client outcomes.

Skills

Client service

Relationship building

Stakeholder mgmt

Organisational skills

Communication skills

Regulatory environment

Education

Business/Finance qualification

Job description

This is an exciting opportunity to join Ironbark Financial Group as a Client Services Manager within our Milton team. You'll play a key role in supporting clients and advisers while contributing to an exciting team environment.

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.

About the Role

This is an exciting opportunity to join Ironbark Financial Group as a Client Services Manager within our Milton team. You'll play a key role in supporting clients and advisers while contributing to an exciting team environment.

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

• Professional development support

• 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.