Client Services Manager – Financial Advice

M Wealth; Adelaide; On-site; AUD 90,000 - 130,000; Full time

Job summary

M Wealth, based in Norwood/Adelaide, seeks a senior Client Services Manager to lead client relationships and service delivery for a select panel of high-net-worth clients. You will coordinate documentation, respond to enquiries, and drive service excellence.

The role involves supervising and training staff, maintaining files, and coordinating client meetings to ensure outcomes meet regulatory and client expectations. A strong financial planning background is essential for success.

Qualifications

• Proven experience as a Client Services Manager/associate or related role.
• Senior level experience supervising others is preferred.
• Strong understanding of financial planning concepts and regulations.
• Intermediate to advanced Microsoft Excel skills.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.
• Proficiency with financial planning software/tools (X Plan, Worksorted, etc).
• Proficient with Microsoft Office.

Responsibilities

• Collaborate with financial advisors to maintain relationships with and provide high-end service to a panel of key clients; prepare and process client documentation, handle enquiries, and resolve issues.
• Supervise, support, and provide training within the team as requested or required.
• Manage and maintain organised client files and records; coordinate and participate in client meetings and follow up on action items.

Skills

Client services management

Senior leadership

Financial planning concepts

Excel skills

Analytical thinking

Communication

Interpersonal skills

Financial planning software

Microsoft Office

Multitasking

Tools

Excel

Microsoft Office

X Plan

Worksorted

Job description

Are you looking for an exciting opportunity in the new year?

We are seeking a motivated financial planning professional to join our client support team.Ongoing support and management of our clients is at the core of our business ethos, and our client services and advice development teams are at the forefront of maintaining those relationships and delivering exceptional service through our review program.

M Wealth has an established history (30+ years) in financial services and wealth management. We provide professional financial advice to high-net-worth family groups, professionals and individuals. Situated in Norwood, M Wealth is an employer of choice for those seeking to progress their career in the financial advice and wealth management.

This is a senior position, and you will have the opportunity to interact with and make a meaningful impact on the financial well-being of our clients. Additionally, the successful candidate would key contributor to the growth and development of our team The role would suit a talented and experienced Client Service Manager or associate.

This is a full-time position, and the primary responsibilities include:

Collaborate with financial advisors to maintain relationships with and provide high-end service to a panel of key clients. This includes preparation and processing of client documentation, handling client enquiries, and resolving issues.

Supervise, support, and provide training within the team as requested or required, and

Manage and maintain organised client files and records, coordinate and participate in client meetings as needed, and follow up on required action items.

About you

Proven experience as a Client Services Manager/associate, or related role

Some experience in a senior role, overseeing other team members

Strong understanding of financial planning concepts and regulations

Intermediate to advanced Microsoft Excel skills

Excellent analytical and problem-solving skills

Effective communication and interpersonal skills

Proficiency in financial planning software/tools (X Plan, Worksorted, etc)

Proficient with Microsoft Office

Ability to prioritize and perform multiple tasks with consistency and accuracy

Ability to work autonomously as well as contribute as a member of a team