Client Services Manager: Wealth Management, Broad Role

FS Recruitment Solutions; City of Melbourne; On-site; AUD 80,000 - 110,000; Full time

Job summary

FS Recruitment Solutions is partnering with a well-established financial planning practice on St Kilda Road to recruit a Client Services Manager. In this role you will support experienced Financial Advisers, deliver high‑quality client service, and ensure the advice process runs efficiently and accurately.

Responsibilities include preparing review packs, onboarding new clients, managing portfolio transactions, and coordinating with platforms and product providers.

Qualifications

• Experience within financial planning or wealth management.
• Strong client service and administration skills.
• Knowledge of advice processes and investment platforms.
• Excellent organisational and prioritisation skills.
• High attention to detail.
• Strong communication and relationship-building skills.
• Professional, reliable and proactive.

Responsibilities

• Prepare review packs and meeting documentation.
• Coordinate new client onboarding and account establishment.
• Manage portfolio transactions, contributions, withdrawals and transfers.
• Prepare and issue advice and consent documentation.
• Liaise with platforms, product providers and clients.
• Support advisers with workflow management and ongoing client servicing.
• Assist in coordinating offshore administration support.
• Maintain accurate client records and compliance documentation.

Skills

Client service

Administration

Organisation

Prioritisation

Communication

Relationship building

Attention to detail

Tools

Investment platforms

Job description

FS Recruitment Solutions is partnering with a well-established financial planning practice on St Kilda Road to recruit a Client Services Manager. In this role you will support experienced Financial Advisers, deliver high‑quality client service, and ensure the advice process runs efficiently and accurately.

Responsibilities include preparing review packs, onboarding new clients, managing portfolio transactions, and coordinating with platforms and product providers.