Client Services Manager

The Money Hub; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Professional development

Positive workplace culture

Flexible working

Wellbeing initiatives

Job summary

The Money Hub is seeking an experienced Client Services Manager to join our team in Essendon, VIC, on a full-time basis. You will oversee a portfolio of client relationships, ensuring exceptional service delivery and coordinating advisory sessions with financial planners.

You will support onboarding, maintain accurate client records, and contribute to client-facing materials while continuously seeking service improvements.

Qualifications

• Proven experience in client services or a similar role, preferably in financial services or professional advisory settings.
• Strong communication and interpersonal skills with the ability to build and maintain client relationships.
• Excellent organisational and time management abilities with strong attention to detail.

Responsibilities

• Manage a portfolio of client relationships, ensuring regular communication and exceptional service delivery.
• Coordinate and schedule client meetings, reviews and ongoing advisory sessions with financial planners and advisors.
• Prepare client documentation, reports and correspondence to support financial planning processes.
• Handle client inquiries and concerns professionally, resolving issues in a timely manner.
• Maintain accurate and up-to-date client records and case files within our management systems.
• Support the onboarding process for new clients, ensuring smooth integration into our service model.
• Liaise between clients and financial planners to facilitate effective communication and service delivery.
• Assist with administrative functions including scheduling, filing and document management.
• Contribute to the development of client-facing materials and communications.
• Monitor client satisfaction and identify opportunities for service improvement.

Skills

Client relations

Communication skills

Organisation

Xplan

MS Office

Tools

Xplan

Microsoft Office

Job description

The Money Hub is a leading financial planning firm committed to delivering comprehensive wealth management and financial advisory services to our clients. With a strong reputation built on trust, expertise and personalised service, we specialise in helping individuals and families achieve their financial goals. Our team of qualified professionals is dedicated to providing tailored financial solutions that make a real difference in our clients' lives.

About the role

We are seeking an experienced Client Services Manager to join The Money Hub on a full-time basis at our Essendon, VIC location. In this pivotal role, you will be responsible for managing client relationships, ensuring exceptional service delivery and supporting the overall operations of our financial planning practice. This position is integral to maintaining our high standards of client care and satisfaction, whilst contributing to the growth and success of our business.

Key responsibilities

• Manage a portfolio of client relationships, ensuring regular communication and exceptional service delivery
• Coordinate and schedule client meetings, reviews and ongoing advisory sessions with financial planners and advisors
• Prepare client documentation, reports and correspondence to support financial planning processes
• Handle client inquiries and concerns professionally, resolving issues in a timely manner
• Maintain accurate and up-to-date client records and case files within our management systems
• Support the onboarding process for new clients, ensuring smooth integration into our service model
• Liaise between clients and financial planners to facilitate effective communication and service delivery
• Assist with administrative functions including scheduling, filing and document management
• Contribute to the development of client-facing materials and communications
• Monitor client satisfaction and identify opportunities for service improvement

What we’re looking for

• Proven experience in a client services, customer relations or similar role, preferably in financial services or professional advisory settings
• Strong communication and interpersonal skills with the ability to build and maintain positive client relationships
• Excellent organisational and time management abilities with strong attention to detail
• Proficiency in using Xplan and Microsoft Office applications
• Ability to multitask and prioritise effectively in a busy environment
• Professional attitude with a commitment to delivering high-quality service
• Understanding of financial services terminology and practice management processes
• Discretion and confidentiality when handling sensitive client information
• A proactive approach to problem-solving and continuous improvement

What we offer

• The Money Hub offers a competitive remuneration package and a supportive work environment
• We provide opportunities for professional development and ongoing training to help you advance your career in financial services
• We are committed to fostering a positive workplace culture where team members feel valued and supported
• We offer flexible working arrangements where possible, and we prioritise the wellbeing of our employees through various health and wellbeing initiatives
• As part of our team, you will enjoy a collaborative atmosphere where your contributions are recognised and appreciated