Client Services Manager

Navigate Wealth; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Flexible hours

Job summary

Navigate Wealth in Sydney is seeking a Client Services Manager to be the key contact for our high-value clients, driving service excellence and annual reviews across super, investments, and insurance in a small, client-centric practice.

You will work with a thoughtful team, leverage Adviser Logic, enhance our CRM, ensure compliance, and have room to grow into practice management as the firm expands, with hybrid work options to support work-life balance.

Qualifications

• 2+ years as a Client Services Manager within a Financial planning firm.
• Adviser Logic experience highly regarded.
• Strong attention to detail and commitment to SOPs.
• Experience with systems/processes improvements.

Responsibilities

• Main point of contact for our clients.
• Drive annual reviews and implementations for super, investments, insurance and family office services.
• Manage ongoing compliance requirements including consent forms.
• Enhance the CRM and generate reports to aid operations.
• Opportunity to step into more practice management as the team grows.

Skills

Organisational skills

Communication skills

Interpersonal skills

Education

Diploma/Advanced Diploma/degree in Financial planning or commerce

Tools

Adviser Logic

Job description

Navigate Wealth is an established self licenced Boutique Financial Planning practice with a strong ethical and client centric approach to providing advice.

Working with a team of experienced professionals you will be the key client services point of contact for our small but high value clients. There is the possibility to work from home in a hybrid manner and there is the flexibility of starting later and finishing earlier for great work/life balance for those raising children.

Responsibilities

• Main point of contact for our clients
• Driving all the advice annual reviews and implementations for existing and new clients for super, investments, insurance and family office services
• Manage ongoing compliance requirements including consent forms and assisting the Director to implement changes from compliance or legislative changes
• Enhance the CRM and generate reports from our CRM to assist in the efficient running of the practice
• Our practice is growing, so there is an opportunity to step into more of a practice management role as it grows and the team expands.

Experience

• 2+ years as a Client Services Manager within a Financial planning firm
• Adviser Logic experience highly regarded
• Exception organisational, communication and interpersonal skills
• Strong attention to detail and commitment to standard operating processes
• Experienced in and passionate about systems/processes improvements
• Diploma, Advanced Diploma or degree in Financial planning or commerce related fields highly regarded.