Client Services Manager

Minchin Moore Private Wealth Advisers; Mosman Municipal Council; Hybrid; AUD 70,000 - 90,000; Part time

Benefits offered by this job

Hybrid working arrangements

Supportive team environment

Job summary

A respected private wealth firm in Mosman is hiring a Client Services Manager to oversee documentation, client onboarding, and provide platform support. This role requires at least 3 years in a similar position, a bachelor’s degree in Financial Planning, and familiarity with Xplan, Macquarie, and Panorama. The firm offers part-time/flexible and hybrid working arrangements, making it ideal for candidates seeking work-life balance while delivering exceptional client experiences.

Qualifications

• Minimum 3 years’ experience in a similar role within financial services.
• Familiarity with key platforms such as Panorama and Macquarie.
• Experience with Xplan preferred.

Responsibilities

• Accurately prepare and lodge all documentation to implement advice.
• Oversee the end-to-end implementation process for client onboarding.
• Manage asset transfers by liaising with product providers.
• Set up and maintain client access to Xplan Touch.

Skills

Strong communication skills

Attention to detail

Organisational skills

Proactive mindset

Education

Bachelor’s degree in business (Financial Planning)

Tools

Xplan

Macquarie

Panorama

Job description

Join a respected private wealth firm in Mosman. Help deliver financial advice, manage client workflows, and thrive in a detail-driven environment.

• Be part of a supportive, professional team at a leading wealth management firm
• Part-time/flexible and hybrid working arrangements available
• Use your Xplan and platform knowledge in a values-led firm focused on excellence

Job Description

Join Minchin Moore, a leading private wealth firm, as a Client Services Manager in our high-performing Mosman* team.

In this pivotal support role, you'll help deliver tailored financial strategies by managing documentation, coordinating account processes, and liaising with platform providers. Ideal for a detail-oriented professional who values structure and takes pride in delivering exceptional client experiences.

*Flexible working arrangements available: Along with full-time applicants, we encourage applications from part-time workers, allowing flexibility to accommodate school drop-off / pick-up. Hybrid working arrangements are also available.

Key Responsibilities

• Advice Implementation: Accurately prepare and lodge all documentation to implement advice (SoAs), including applications, rollovers, redemptions, and transfers, ensuring timely submission.
• Workflow Management: Oversee the end-to-end implementation process, coordinating with platforms and internal teams to ensure smooth and prompt client onboarding.
• Asset Transfer Coordination: Manage asset transfers by liaising with product providers to minimise delays and ensure precise execution.
• Adviser Communication: Keep advisers and associate advisers updated on application status, implementation progress, and outstanding items.
• Client Platform Support: Set up and maintain client access to Xplan Touch, ensuring seamless functionality and user alignment.
• Portfolio Reporting: Assist in preparing quarterly investment reports, ensuring accuracy and timely delivery.
• System Expertise: Maintain strong working knowledge of Xplan and key platforms (e.g., Macquarie, Panorama) to support daily operations.
• Administrative Support: Provide general admin assistance, including document handling, record-keeping, and compliance with internal standards.
• Compliance & Quality Assurance; Adhere to Minchin Moore policies and behavioural standards, ensuring quality, accuracy, and regulatory compliance.
• Operational Liaison: Keep the Operations Manager informed of workflow progress, priorities, and any issues affecting adviser service expectations.

What You Bring:

• Minimum 3 years’ experience in a similar role within financial services.
• Bachelor’s degree in business (Financial Planning) or related field.
• Familiarity with Panorama and Macquarie platforms, and experience with Xplan (preferred).
• Highly organised, with excellent attention to detail and the ability to manage competing priorities.
• Strong communication skills and the confidence to work closely with advisers and stakeholders.
• A fast learner with a flexible, proactive mindset.
• Full Australian working rights (no temporary visas)

About Minchin Moore:

Minchin Moore is an independent, privately owned wealth management firm focused on delivering clear, intelligent, and highly personalised financial advice. With offices across Australia, we work with successful individuals and families to grow, preserve, and transfer wealth across generations.

Our advisory approach is grounded in evidence-based investment principles and long-term strategy. We believe in simplifying complexity for our clients and building relationships founded on trust, transparency, and shared values.

Apply Now:

If you’re an experienced and motivated client services professional looking to make a meaningful contribution within a respected and supportive firm, we’d love to hear from you.

Note: This recruitment is being managed exclusively by Allan Hall HR, so we ask that all interested candidates apply themselves via the channels provided, as we will not be accepting applications from 3rd parties / outside of this process.