Client Services Manager

FS Recruitment Solutions; City of Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Supportive team

Adviser support

Career development

Variety across client service

Job summary

FS Recruitment Solutions in Melbourne is seeking a Senior Client Services Officer or Client Services Manager to ensure a seamless client experience. You will work closely with advisers and a small offshore administration team to implement advice accurately and efficiently.

The ideal candidate has experience in financial planning or wealth management, exceptional communication and organisation, and a proactive, client‑focused approach.

Qualifications

• Experience within financial planning or wealth management.
• Strong understanding of advice implementation and client service processes.
• Excellent communication and relationship-building skills.
• Strong organisational skills and attention to detail.
• Proactive approach and commitment to client service.

Responsibilities

• Coordinating advice implementation and client service activities.
• Working closely with advisers to support client outcomes.
• Supporting and coordinating a small offshore administration team.
• Acting as a key point of contact for clients and external stakeholders.
• Assisting with investment transactions, cash movements and related administration, monitoring workflow and maintaining high service standards.
• Identifying opportunities to improve efficiency and processes.

Skills

Financial services

Client service

Communication

Organisation

Tools

Xplan

Job description

If you enjoy being the person who keeps everything running smoothly, this could be the perfect next step.

Join a respected financial planning business with a strong reputation, loyal clients and a genuinely supportive team. Working closely with advisers and a small offshore administration team, you will play a key role in delivering a seamless client experience and ensuring advice is implemented efficiently and accurately.

What You'll Be Doing

• Coordinating advice implementation and client service activities
• Working closely with advisers to support client outcomes
• Supporting and coordinating a small offshore administration team
• Acting as a key point of contact for clients and external stakeholders
• Assisting with investment transactions, cash movements and related administrationMonitoring workflow and maintaining high service standards
• Identifying opportunities to improve efficiency and processes

What We're Looking For

• Experience within financial planning or wealth management
• Strong understanding of advice implementation and client service processes
• Experience using Xplan
• Excellent communication and relationship-building skills
• Strong organisational skills and attention to detail
• A proactive approach and genuine commitment to client service

Why Apply?

• Established and growing financial planning business
• Strong systems, processes and adviser support
• Supportive and collaborative team culture
• Variety across client service, implementation and workflow coordination
• Opportunity to expand your responsibilities while staying close to clients and advisers
• Long-term career opportunity within a highly regarded advice practice

Whether you are a Senior Client Services Officer looking for the next step or an experienced Client Services Manager seeking a better environment, this is an opportunity to join a business where your contribution will be valued and your experience recognised.