Client Success Lead, Financial Planning

McConachie Stedman Pty; Toowoomba Regional; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Professional development

Employee discounts

Employee assistance program

Flu vaccination program

Job summary

McConachie Stedman Pty is seeking an experienced Client Services Manager to join our Financial Planning team in Toowoomba. You will coordinate client services, implement advice, support advisers and ensure an exceptional client experience throughout the journey.

You will help maintain workflow efficiency, support compliance, coordinate ongoing service activities and build strong relationships with clients and product providers.

Qualifications

• Experience in financial planning administration or client services.
• Strong organisational and time management skills.
• Excellent attention to detail and accuracy.
• Outstanding written and verbal communication skills.
• Strong client service mindset.
• Ability to manage multiple priorities and deadlines.
• Sound problem solving and critical thinking skills.
• Professionalism, discretion and confidentiality.
• Understanding of compliance requirements within a financial advice environment is highly regarded.

Responsibilities

• Coordinate client onboarding and adviser appointments.
• Prepare documentation for client meetings.
• Implement advice recommendations including superannuation, investment and insurance strategies.
• Liaise with clients, product providers, insurers and external stakeholders.
• Manage ongoing service arrangements and fee consent requirements.
• Track workflow progress through business systems.
• Maintain accurate client records and file notes within approved systems.
• Assist advisers and paraplanners with advice preparation and implementation.
• Coordinate insurance applications, underwriting requirements and claims management.
• Support compliance and quality assurance processes.
• Identify opportunities to improve client service and operational efficiency.

Job description

McConachie Stedman Pty is seeking an experienced Client Services Manager to join our Financial Planning team in Toowoomba. You will coordinate client services, implement advice, support advisers and ensure an exceptional client experience throughout the journey.

You will help maintain workflow efficiency, support compliance, coordinate ongoing service activities and build strong relationships with clients and product providers.