Wealth Advisory Client Services Manager

FS Recruitment Solutions; City of Melbourne; Hybrid; AUD 70,000 - 100,000; Full time

Job summary

Stay behind the scenes in a boutique Melbourne wealth advisory firm, coordinating advice implementation and client reviews. You’ll support experienced Advisers, manage documentation, and ensure a seamless process from start to finish.

You’ll join a collaborative team that values quality client service, with hybrid flexibility after onboarding and a stable, long‑term career path in wealth management.

Qualifications

• Experience in financial planning or wealth management is required.
• Strong attention to detail and organisational skills are essential.
• Ability to support advisers and coordinate client workstreams.

Responsibilities

• Preparing and implementing advice documents and investment instructions.
• Supporting Advisers with meeting prep, follow-up and client administration.
• Managing annual review packs, valuations, performance reports and client documents.
• Coordinating contributions, rollovers, fund transfers, applications and redemptions.
• Maintaining accurate client records and ensuring compliance.
• Liaising with clients, product providers and other stakeholders.
• Managing Adviser workflows, priorities and diaries for a smooth process.

Skills

Financial planning experience/wealth

Attention to detail

Organisation

Client service orientation

Tools

Xplan

Job description

Stay behind the scenes in a boutique Melbourne wealth advisory firm, coordinating advice implementation and client reviews. You’ll support experienced Advisers, manage documentation, and ensure a seamless process from start to finish.

You’ll join a collaborative team that values quality client service, with hybrid flexibility after onboarding and a stable, long‑term career path in wealth management.