Client Services Manager

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...