Wealth Client Services Manager — Lead & Optimize Team

Ashfords Accountants & Advisory; Greater Dandenong; On-site; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Flexible work arrangements

Performance-based incentives

Leadership development

Collaborative culture

Wellbeing initiatives

Job summary

Ashfords Accountants & Advisory in Dandenong, VIC, seeks an experienced Client Services Manager to lead our Client Services Administration team within Wealth. Reporting to the Wealth Manager, you will streamline workflows, oversee onboarding, advice implementation and ongoing service, and drive efficiency across the practice.

You will mentor staff, collaborate with advisers and the Partner, and ensure high-quality client outcomes while maintaining compliance and risk controls in a growing

Qualifications

• Experience in financial planning or wealth management.
• End-to-end financial advice process understanding (onboarding, advice preparation, implementation, ongoing service).
• Experience leading client service teams and mentoring staff.
• Experience using XPlan.
• Ability to manage competing priorities.
• Excellent organisational, communication and stakeholder management skills.
• High attention to detail with a focus on quality, compliance and risk management.

Responsibilities

• Lead and support a team of Client Service Administrators, including a small offshore team.
• Coordinate team workflow, manage priorities and ensure service standards are met.
• Act as the primary escalation point for operational and client service queries across the Wealth division.
• Collaborate with the Partner and advisers to support client relationships and deliver key deliverables.
• Conduct file reviews and monitor client records to ensure compliant advice processes and documentation.
• Maintain client data and workflows within XPlan and related systems.
• Identify and implement process improvements to increase efficiency and scalability.
• Ensure all activities comply with licensing and regulatory requirements.

Skills

Team leadership

Stakeholder management

Organisational skills

Attention to detail

Compliance and risk management

Communication

Project coordination

Financial services knowledge

Tools

XPlan

Job description

Ashfords Accountants & Advisory in Dandenong, VIC, seeks an experienced Client Services Manager to lead our Client Services Administration team within Wealth. Reporting to the Wealth Manager, you will streamline workflows, oversee onboarding, advice implementation and ongoing service, and drive efficiency across the practice.

You will mentor staff, collaborate with advisers and the Partner, and ensure high-quality client outcomes while maintaining compliance and risk controls in a growing