Client Services Manager
Join a highly regarded boutique financial planning firm with a strong team culture, low staff turnover, and a genuine focus on delivering exceptional client outcomes.
What's on offer - $75,000 - $95,000 + Super (depending on experience)
- Supportive, collaborative culture with an open-door policy
- Multiple culture building initiatives
- Opportunity to work with a broad client base, including HNW individuals, retirees, business owners and families
- Exposure to modern advice practices, including AI integration into client meetings and processes
The role - End-to-end client service and adviser support
- Attend client meetings, take ownership of client enquiries, and manage workflows from start to finish
- Assist with advice implementation and strategic planning alongside advisers
- Work across Xplan, Salesforce, BT Panorama, HUB24 and Macquarie platforms
About you - Confident communicating with clients and participating in adviser meetings
- Strong attention to detail with excellent organisational skills
- Comfortable contributing ideas and supporting advisers with client strategies
- Experience using Xplan or similar advice software is highly regarded
If you're an experienced Client Services professional looking to join a supportive and growing wealth management firm, we'd love to hear from you. Apply now or reach out for a confidential discussion.
jmorris@andersenpartnership.com
Apply Now
