Client Success Manager – Financial Services, Brisbane

Prosperity Advisers; Sydney; On-site; AUD 80,000 - 120,000; Full time

Benefits offered by this job

Great Place to Work certified

Competitive salary and benefits

Employee Assistance Program (EAP)

Modern CBD office environment

Team events and community engagement

Supportive leadership

Collaborative workplace culture

Job summary

Prosperity Advisers is seeking a Client Service Manager for our Financial Services team in Brisbane. You will deliver exceptional client support, build strong relationships with clients and advisers, and ensure smooth service delivery in a fast-paced environment.

Ideal candidates have 2–4 years in financial planning support, strong communication, and a solid understanding of compliance processes. Join a collaborative team dedicated to client success.

Qualifications

• 2–4 years of experience in financial planning in a similar or related support role.
• Strong written and verbal communication skills.
• Knowledge of advice implementation and compliance processes.
• Excellent interpersonal and teamwork abilities.

Responsibilities

• Prepare documentation for client meetings and manage post-meeting follow-up.
• Manage client communications, scheduling, and general service coordination.
• Build and maintain relationships with clients and internal advisers.
• Maintain client database accuracy and completeness.
• Manage client queries as they arise.
• Request, collate and review information from existing and new clients.
• Develop and maintain internal process documents to streamline business processes.
• Provide general administrative support to the team.

Skills

Communication skills

Organisational skills

Interpersonal skills

Attention to detail

Job description

Prosperity Advisers is seeking a Client Service Manager for our Financial Services team in Brisbane. You will deliver exceptional client support, build strong relationships with clients and advisers, and ensure smooth service delivery in a fast-paced environment.

Ideal candidates have 2–4 years in financial planning support, strong communication, and a solid understanding of compliance processes. Join a collaborative team dedicated to client success.