Client Services Manager / Officer

Advance Recruitment Partners; Melbourne; On-site; AUD 90,000 - 110,000; Full time

Job summary

Advance Recruitment Partners is seeking an experienced Client Services Manager for its South Yarra location, to support two Financial Advisers within a collaborative client services team. The role focuses on efficient advice implementation, client reviews, and ongoing service delivery.

The ideal candidate has hands-on experience in financial planning, strong organisational skills and a proactive, positive attitude to thrive in a modern advisory environment.

Qualifications

• Experience in a CSM/CSO or Adviser Support role within financial planning.
• Strong hands-on advice implementation experience with understanding of SOAs, ROAs and the advice process.
• Excellent organisational skills and a proactive, collaborative approach.

Responsibilities

• Coordinate advice implementation and ensure recommendations are actioned efficiently.
• Support Advisers through the advice process, including client reviews and ongoing service.
• Prepare and process client documentation, applications and transactions.
• Liaise with clients, platforms and product providers.

Skills

Advice implementation

CSM/CSO experience

Organisational skills

Collaborative team player

Job description

Advance Recruitment Partners – South Yarra VIC

Client Services Manager | Financial Planning

South Yarra, Melbourne | Established & Progressive Financial Advice Firm

Join a modern, professional and welcoming financial advice team where your experience is valued and your contribution makes a difference.

The Opportunity

An exciting opportunity has become available to join a highly regarded, well-established financial advice firm in South Yarra.

Led by a progressive and approachable leadership team, this successful business offers a contemporary, collaborative and genuinely supportive working environment.

We are seeking an experienced Client Services Manager (CSM) to support two Financial Advisers while working alongside a broader, friendly and experienced Client Services team.

The Role

• Coordinate advice implementation, ensuring recommendations are actioned efficiently.
• Support Advisers throughout the advice process, including client reviews and ongoing service.
• Prepare and process client documentation, applications and transactions.
• Liaise with clients, platforms and product providers.

About You

• Previous experience in a CSM, CSO or Adviser Support role within financial planning.
• Strong hands-on advice implementation experience and an understanding of SOAs, ROAs and the advice process.
• Excellent organisational skills, attention to detail and a proactive approach.
• A positive attitude and enjoyment of working within a collaborative team.

Why Join

• Progressive, approachable leadership and a fantastic team culture.
• Established, successful firm with a modern approach.
• Supportive colleagues and a welcoming, professional environment.

Attractive salary package reflective of your experience.

If you're looking for a progressive firm where you'll feel valued, supported and part of a great team, we'd love to hear from you.