Client Services Manager

Applied Wealth; North Sydney Council; Hybrid; AUD 90,000 - 135,000; Full time

Benefits offered by this job

Training & support

Remote-work flexibility

Job summary

Applied Wealth is seeking a senior Client Services Manager to own the administration and support the wider advice team in North Sydney. You will be the go-to for clients, manage reviews and fee renewals, and work closely with the Principal to ensure a smooth practice.

Ideal candidates will have 5+ years in financial planning client services, strong platform experience (Netwealth/BT Panorama/HUB24), and excellent communication and organisational skills. Flexible working options may be considered.

Qualifications

• Minimum 5 years' experience in a financial planning practice in a client services or administration role.
• Strong platform administration experience, ideally across Netwealth, BT Panorama and/or HUB24.
• Proven ability to provide exceptional service to clients.
• Demonstrated ability to use technology to work more efficiently.
• Ability to work effectively with both onshore and offshore teams.
• Strong written and verbal communication skills.
• Excellent time management and organisational skills.
• Full Australian working rights.
• Experience supporting a principal or senior adviser (desirable).

Responsibilities

• Manage the annual review cycle: booking meetings, preparing meeting packs and presentations, and following up actions afterwards.
• Manage ongoing fee renewals and consents.
• Keep review dashboards up to date.
• Manage the electronic signing of advice documents, from issuing to client follow up and filing.
• Implement advice once approved: application forms, transactions and account setup across Netwealth, BT Panorama and HUB24.
• Liaise with product providers, accountants and other professionals on client matters, including annual SMSF administration.
• Be the first point of contact for clients, by phone, email and in person.
• Assist with managing the Principal's diary and meeting preparation.
• Record file notes and track action items after client meetings.
• Prepare client correspondence, presentations and review documents.

Skills

Client service

Time management

Organisation

Communication

Problem solving

Tech aptitude

Team collaboration

Tools

Netwealth

BT Panorama

HUB24

Job description

As our advisers spend more time with clients, we are looking for an experienced Client Services Manager to own the administration that makes great advice happen. This is a senior, career role for someone who takes pride in running a practice smoothly and being the person clients and colleagues rely on. You will work closely with the Principal and support the wider advice team.

We are seeking an individual who is proactive, resourceful and organised. You take ownership of your responsibilities, anticipate what needs to happen next and solve problems independently.

Key responsibilities

• Manage the annual review cycle: booking meetings, preparing meeting packs and presentations, and following up actions afterwards.
• Manage ongoing fee renewals and consents.
• Keep review dashboards up to date.
• Manage the electronic signing of advice documents, from issuing to client follow up and filing.
• Implement advice once approved: application forms, transactions and account setup across Netwealth, BT Panorama and HUB24.
• Liaise with product providers, accountants and other professionals on client matters, including annual SMSF administration.
• Be the first point of contact for clients, by phone, email and in person.
• Assist with managing the Principal's diary and meeting preparation.
• Record file notes and track action items after client meetings.
• Prepare client correspondence, presentations and review documents.

About you

• Minimum 5 years' experience in a financial planning practice in a client services or administration role.
• Strong platform administration experience, ideally across Netwealth, BT Panorama and/or HUB24.
• Proven ability to provide exceptional service to clients.
• Demonstrated ability to use technology to work more efficiently.
• Ability to work effectively with both onshore and offshore teams.
• Strong written and verbal communication skills.
• Excellent time management and organisational skills.
• Strong attention to detail.
• Full Australian working rights.
• Experience supporting a principal or senior adviser (desirable).

About us

Applied Wealth is a boutique financial planning practice in North Sydney. Established in 2012 and holding our own Australian Financial Services Licence, we provide long term, holistic advice to a select group of high net worth individuals, families and SMSF trustees. We are a small team, and how we work together matters. We value calm, organised days, high standards paired with mutual respect, and a genuine commitment to doing the right thing by our clients and each other. You will work directly with the Principal, who has around 20 years in the industry and is invested in the people around him.

A senior, stable role in a well established and growing practice

A well run practice with documented processes and modern systems, so you can do great work without constant firefighting

Training and support to keep your skills current

Working from home considered on a case by case basis

Small, supportive team where your experience and ideas are valued

North Sydney office, close to public transport