Client Services Manager – Wealth Planning

The Money Hub; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Professional development

Positive workplace culture

Flexible working

Wellbeing initiatives

Job summary

The Money Hub is seeking an experienced Client Services Manager to join our team in Essendon, VIC, on a full-time basis. You will oversee a portfolio of client relationships, ensuring exceptional service delivery and coordinating advisory sessions with financial planners.

You will support onboarding, maintain accurate client records, and contribute to client-facing materials while continuously seeking service improvements.

Qualifications

• Proven experience in client services or a similar role, preferably in financial services or professional advisory settings.
• Strong communication and interpersonal skills with the ability to build and maintain client relationships.
• Excellent organisational and time management abilities with strong attention to detail.

Responsibilities

• Manage a portfolio of client relationships, ensuring regular communication and exceptional service delivery.
• Coordinate and schedule client meetings, reviews and ongoing advisory sessions with financial planners and advisors.
• Prepare client documentation, reports and correspondence to support financial planning processes.
• Handle client inquiries and concerns professionally, resolving issues in a timely manner.
• Maintain accurate and up-to-date client records and case files within our management systems.
• Support the onboarding process for new clients, ensuring smooth integration into our service model.
• Liaise between clients and financial planners to facilitate effective communication and service delivery.
• Assist with administrative functions including scheduling, filing and document management.
• Contribute to the development of client-facing materials and communications.
• Monitor client satisfaction and identify opportunities for service improvement.

Skills

Client relations

Communication skills

Organisation

Xplan

MS Office

Tools

Xplan

Microsoft Office

Job description

The Money Hub is seeking an experienced Client Services Manager to join our team in Essendon, VIC, on a full-time basis. You will oversee a portfolio of client relationships, ensuring exceptional service delivery and coordinating advisory sessions with financial planners.

You will support onboarding, maintain accurate client records, and contribute to client-facing materials while continuously seeking service improvements.