Client Services Manager

RGIT Australia; City of Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Job summary

First Financial is seeking an experienced Client Services Manager to join our Advice team across Collins St or St Kilda Road offices in Melbourne.

You'll work with advisers and clients to deliver a seamless advice experience, manage processes, and drive continuous improvement while mentoring junior team members and supporting business growth.

This hands-on role offers competitive salary, bonus potential and flexible working arrangements in a high-performing wealth management environment.

Qualifications

• 3–5 years’ experience in client services within wealth management or financial services.
• Hands-on experience with XPLAN.
• Excellent organisation and time management skills.
• Strong written and verbal communication skills.

Responsibilities

• Implementing advice strategies across a range of platforms.
• Supporting Advisers and Associate Advisers with review preparation.
• Managing and prioritising tasks, including investment implementation and holistic advice delivery.
• Maintaining accurate and compliant client records.
• Collaborating closely with the broader team to deliver exceptional client experiences and support business growth.
• Mentor junior team members and contribute to capability development across the client services team.
• Drive continuous improvement initiatives that enhance efficiency, service delivery and adviser capacity.

Skills

Client services

Communication

Time management

Autonomy

Education

Financial planning qualification

Tools

XPLAN

Job description

Great advice is supported by great service.

We’re growing – and have multiple positions available for passionate, client-focused Client Service Managers to join our Advice team in either our Collins St or St Kilda Road offices.

As a Client Services Manager, you'll work closely with advisers and clients to deliver a seamless advice experience from start to finish. You'll be a trusted point of contact, ensuring client needs are met, processes are managed efficiently, and service excellence is maintained every step of the way.

If you’re an experienced client services professional looking to bring your skills to a stable, high-performing advice team where quality service, strong processes and client outcomes matter – we’d love to hear from you.

About the Role

As a valued member of our Client Services team, you’ll work closely with Advisers and Associate Advisers, supporting a diverse client base and playing a key role in delivering high-quality financial advice outcomes.

You’ll be responsible for:

• Implementing advice strategies across a range of platforms
• Supporting Advisers and Associate Advisers with review preparation
• Managing and prioritising tasks, including investment implementation and holistic advice delivery
• Maintaining accurate and compliant client records
• Collaborating closely with the broader team to deliver exceptional client experiences and support business growth
• Mentor junior team members and contribute to capability development across the client services team
• Drive continuous improvement initiatives that enhance efficiency, service delivery and adviser capacity

This is a hands-on, varied role that offers strong exposure across advice, strategy and client engagement.

What We Offer

We believe in investing in our people. In return for your expertise and commitment, we offer:

• Competitive salary package plus bonus potential
• Genuine career progression pathways
• Coaching, structured training and skills workshops
• Mentoring to support progression into Associate Adviser and beyond
• Flexible working arrangements
• Exposure to a broad range of advisers, strategies and client scenarios
• A fun, collaborative and highly supportive team environment

About You

To thrive in this role, you will bring:

• Minimum 3-5 years’ experience in client services within advice administration, wealth management or financial services
• Hands-on experience with Xplan
• Excellent organisation and time management skills
• A genuine commitment to delivering exceptional client service
• Strong written and verbal communication skills
• The ability to work autonomously in a dynamic, open-plan environment
• Experience with SMSF clients (highly regarded)
• A relevant financial planning qualification (desirable but not essential)

About Us

First Financial is a leading wealth management firm with a strong reputation for delivering high-quality strategic advice to clients who value trusted, long-term professional guidance. We are continuing to grow and invest in our people, technology, partnerships and client proposition, creating an environment where advisers can do their best work with strong technical, operational and leadership support around them. Our culture is professional, collaborative and high performing, with a clear focus on delivering exceptional client outcomes, developing our people and building a business that our team are proud to be a part of.