Senior Client Services Manager - Wealth Management

M Wealth; Adelaide; On-site; AUD 90,000 - 130,000; Full time

Job summary

M Wealth, based in Norwood/Adelaide, seeks a senior Client Services Manager to lead client relationships and service delivery for a select panel of high-net-worth clients. You will coordinate documentation, respond to enquiries, and drive service excellence.

The role involves supervising and training staff, maintaining files, and coordinating client meetings to ensure outcomes meet regulatory and client expectations. A strong financial planning background is essential for success.

Qualifications

• Proven experience as a Client Services Manager/associate or related role.
• Senior level experience supervising others is preferred.
• Strong understanding of financial planning concepts and regulations.
• Intermediate to advanced Microsoft Excel skills.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.
• Proficiency with financial planning software/tools (X Plan, Worksorted, etc).
• Proficient with Microsoft Office.

Responsibilities

• Collaborate with financial advisors to maintain relationships with and provide high-end service to a panel of key clients; prepare and process client documentation, handle enquiries, and resolve issues.
• Supervise, support, and provide training within the team as requested or required.
• Manage and maintain organised client files and records; coordinate and participate in client meetings and follow up on action items.

Skills

Client services management

Senior leadership

Financial planning concepts

Excel skills

Analytical thinking

Communication

Interpersonal skills

Financial planning software

Microsoft Office

Multitasking

Tools

Excel

Microsoft Office

X Plan

Worksorted

Job description

M Wealth, based in Norwood/Adelaide, seeks a senior Client Services Manager to lead client relationships and service delivery for a select panel of high-net-worth clients. You will coordinate documentation, respond to enquiries, and drive service excellence.

The role involves supervising and training staff, maintaining files, and coordinating client meetings to ensure outcomes meet regulatory and client expectations. A strong financial planning background is essential for success.