At a Glance
- Tasks: Lead a dynamic client services team and enhance client experiences.
- Company: Established financial services firm dedicated to empowering Australian families.
- Benefits: Supportive team culture, career growth, work-life balance, and modern office perks.
- Other info: Join a vibrant team with regular social events and training opportunities.
- Why this job: Make a real difference in clients' lives while developing your leadership skills.
- Qualifications: 2+ years in client service or operations, strong communication, and organisational skills.
The predicted salary is between 63000 - 77000 $ per year.
- Overview
- About the
Company: Our client is a highly successful and established Financial Services firm helping ambitious Australian families who want to take control of their financial future.
They’re looking for a Client Services Manager who shares their values, energy, and drive to help clients feel truly looked after and ensure that the office is running smoothly.
About the
Role: As a Client Services Manager, you’ll play a central role in shaping the client experience — ensuring every touchpoint is smooth, timely, and delivered with heart.
You’ll lead and empower a skilled offshore client services team, streamline workflows, and drive operational excellence from the inside out.
Your leadership will ensure the advice process runs like clockwork, while your problem-solving skills will keep things moving when complexities arise.
- Key Duties & Responsibilities
- Lead and mentor a capable offshore client services team to deliver outstanding support
- Manage workflows and ensure accurate, compliant implementation of financial advice
- Be the go-to for client queries — ensuring every interaction is professional, prompt, and empathetic
- Oversee the preparation of Statements of Advice and key client documentation
- Continuously refine internal systems and processes to boost efficiency and compliance
- Facilitate weekly implementation meetings and drive monthly training sessions
- Monitor service delivery and deadlines to keep client promises on track
- Provide critical support to Directors and collaborate with advisers
- What You’ll Bring
- 2+ years\' experience in a client service or operations role in financial planning
- A sharp eye for detail, strong time management, and next-level organisational skills
- A natural communicator with a calm, solutions-focused mindset
- A passion for leading people and improving systems
- Proactive, reliable, and always looking for ways to grow and improve
- What’s in it for You
- A genuinely supportive team who have each other\'s backs
- Career growth opportunities with a firm that invests in its people
- Flexibility to support your work-life balance
- A modern office and vibrant team culture with shared lunches, conferences, and social events
- A role that matters, where your work directly impacts the quality of service clients receive
- Apply
If you think this could be the role for you, please apply now. For questions, contact Selina from Fuse Recruitment on 0400 627 654.
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Client Services Manager in Melbourne employer: Fuse Recruitment
Join a prestigious wealth management firm in Melbourne's CBD, where you will thrive in a collaborative and innovative environment that prioritises professionalism and client-centred service. As an Experienced Paraplanner, you'll have the opportunity to refine your skills while contributing to the firm's reputation for excellence, all within a supportive culture that encourages career progression and personal growth.
