Client Success & Experience Manager

Boutique Advisers Pty; Western Australia; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Supportive team

Career progression

Professional development

Volunteer leave

Birthday leave

Modern workplace

Job summary

Boutique Advisers Private Wealth is seeking a Client Manager to support our advisers and manage a portfolio of high-value clients in a fast-paced environment. You will coordinate meetings, paperwork, and follow-up actions while maintaining meticulous client records and compliance.

You will work closely with advisers to deliver an exceptional client experience, liaising with providers and partners, and proactively identifying improvements to processes for efficiency and service quality.

Qualifications

• Strong client service mindset with a focus on high-value clients.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Experience in financial planning, wealth management, or professional services is advantageous.

Responsibilities

• Support advisers and manage a portfolio of high-value clients.
• Coordinate client meetings, documentation, and follow-up actions.
• Maintain client records, workflows and compliance to high standards.
• Losterly liaise with providers, platforms and partners to ensure seamless service.
• Identify opportunities to improve processes and efficiency.

Skills

Relationship building

Coordination

Attention to detail

Multitasking

Professional communication

Job description

Boutique Advisers Private Wealth is seeking a Client Manager to support our advisers and manage a portfolio of high-value clients in a fast-paced environment. You will coordinate meetings, paperwork, and follow-up actions while maintaining meticulous client records and compliance.

You will work closely with advisers to deliver an exceptional client experience, liaising with providers and partners, and proactively identifying improvements to processes for efficiency and service quality.