Client Services Manager

FS Recruitment Solutions; City of Melbourne; Hybrid; AUD 70,000 - 100,000; Full time

Job summary

Stay behind the scenes in a boutique Melbourne wealth advisory firm, coordinating advice implementation and client reviews. You’ll support experienced Advisers, manage documentation, and ensure a seamless process from start to finish.

You’ll join a collaborative team that values quality client service, with hybrid flexibility after onboarding and a stable, long‑term career path in wealth management.

Qualifications

• Experience in financial planning or wealth management is required.
• Strong attention to detail and organisational skills are essential.
• Ability to support advisers and coordinate client workstreams.

Responsibilities

• Preparing and implementing advice documents and investment instructions.
• Supporting Advisers with meeting prep, follow-up and client administration.
• Managing annual review packs, valuations, performance reports and client documents.
• Coordinating contributions, rollovers, fund transfers, applications and redemptions.
• Maintaining accurate client records and ensuring compliance.
• Liaising with clients, product providers and other stakeholders.
• Managing Adviser workflows, priorities and diaries for a smooth process.

Skills

Financial planning experience/wealth

Attention to detail

Organisation

Client service orientation

Tools

Xplan

Job description

Join a highly regarded boutique wealth advisory firm in Melbourne CBD and become part of a business that has built its reputation on exceptional client relationships, technical excellence and genuinely personalised advice.

Supporting a team of experienced Advisers, you will play an integral role in delivering a seamless client experience and ensuring the advice process runs efficiently from start to finish. This is an excellent opportunity for an experienced financial planning professional who enjoys being the go-to person behind the scenes, coordinating advice implementation, managing client reviews and helping Advisers deliver outstanding service.

Working with a well-established client base that includes retirees, professionals, business owners and high-net-worth families, you will be joining a collaborative and supportive team that values quality, professionalism and long‑term relationships.

Key responsibilities include:

• Preparing and implementing advice documents and investment instructions
• Supporting Advisers with meeting preparation, follow‑up and client administration
• Managing annual review packs, valuations, performance reports and client documentation
• Coordinating contributions, rollovers, fund transfers, applications and redemptions
• Maintaining accurate client records and ensuring compliance requirements are met
• Liaising with clients, product providers, accountants and other professional stakeholders
• Managing Adviser workflows, priorities and diaries to ensure a smooth advice process

To be successful, you will have previous experience within financial planning or wealth management and a strong understanding of advice processes and client service delivery. Experience with Xplan will be highly regarded.

You will also bring strong attention to detail, excellent organisational skills and a genuine commitment to delivering exceptional outcomes for both clients and Advisers.

What's on offer:

• Join a respected and established wealth management firm
• Work alongside experienced Advisers and sophisticated clients
• Supportive, professional and collaborative team culture
• Melbourne CBD location with hybrid flexibility available after onboarding
• Long‑term career opportunity within a stable and growing business

If you enjoy being a trusted part of the advice process, take pride in delivering high‑quality work and are looking for a role where your contribution is genuinely valued, we would love to hear from you.