Client Services Manager | HNW Client Base

Bentley Recruitment; City of Brisbane; Hybrid; AUD 75,000 - 95,000; Full time

Benefits offered by this job

Work from home two days a week

Flexible working hours

Modern Brisbane CBD office

Stable business environment

Job summary

Bentley Recruitment is offering a fantastic opportunity for an experienced Client Services Manager to join a well-established financial advice practice in Brisbane. You will manage client relationships and support the advice implementation process for high net worth clients.

Working closely with Senior Advisers, you will enjoy a results-focused culture, flexible working arrangements, and potential progression into Practice Management.

Qualifications

• 2+ years' experience in a Client Services Officer or Client Services Manager role within financial planning.
• Confidence working with affluent, high net worth or retiree clients.
• A professional, polished and client centric approach.

Responsibilities

• Manage end to end advice implementation across SOAs, ROAs and ongoing advice arrangements.
• Act as a key point of contact for high net worth clients and their families.
• Develop strong, long term relationships with a mature and loyal client base.

Skills

Client relationship building

Experience with Xplan

Communication skills

Advisory support

Tools

Xplan

Job description

About the Opportunity

This is an opportunity to join a highly respected, self-licensed financial advice practice that specialises in providing holistic wealth advice to high net worth individuals, families, business owners and retirees. Working closely with two Senior Advisers and an Associate Adviser, you'll become a key relationship contact for a long standing client base and play a critical role in delivering an exceptional advice experience. This is a client facing position suited to an experienced Client Services Manager who enjoys building relationships, taking ownership and being involved in the full advice process. For the right person, there is a genuine pathway into broader Practice Management responsibilities over time, including mentoring support staff and helping shape the operational direction of the business.

Key Responsibilities

• Manage end to end advice implementation across SOAs, ROAs and ongoing advice arrangements
• Act as a key point of contact for high net worth clients and their families
• Develop strong, long term relationships with a mature and loyal client base
• Partner closely with Senior Advisers to deliver a seamless client experience
• Manage Xplan workflows, review preparations, compliance requirements and client records
• Coordinate client meetings, documentation and follow-up actions
• Support the ongoing improvement of service standards and operational processes
• Mentor and support junior administration staff as your responsibilities grow

About You

You will ideally bring:

• 2+ years' experience in a Client Services Officer or Client Services Manager role within financial planning
• Strong working knowledge of Xplan
• Experience supporting advice implementation and ongoing client service requirements
• Confidence working with affluent, high net worth or retiree clients
• Excellent communication and relationship building skills
• A professional, polished and client centric approach
• A desire to take ownership and grow your career within a stable advice practice

Benefits

• Work from home two days per week
• Flexible working hours with a results focused culture
• Modern Brisbane CBD office
• Stable business with low staff turnover
• High quality client base and relationship focused advice model
• Direct access to experienced advisers and leadership team
• Long term progression into Practice Management or broader leadership responsibilities

About the Business

This established financial advice practice has been helping clients navigate complex financial decisions for many years and has built a reputation for providing thoughtful, relationship driven advice. The firm specialises in working with high net worth individuals, retirees, business owners and professionals who value long term partnerships and personalised service. Clients are highly engaged, advice relationships are genuinely long standing, and the team prides itself on delivering a premium client experience. The culture is professional, mature and collaborative. Team members are trusted to do their jobs, supported by approachable leadership, and enjoy a stable environment where careers are built over the long term.