About the Company
 This is a long-standing family-owned financial advisory firm that has been operating for more than 30 years. The business has a strong and established client base that continues to grow, supported by trusted referral partnerships. The firm works closely with retirees, pre-retirees, families and young professionals. With possible company expansion on the horizon, this is a period of positive growth and opportunity for the right individual.
 
About the Role
 We are seeking a Client Services Manager who enjoys taking ownership, improving processes and delivering excellent service. You will provide essential support to the advisory team, working across both pre-advice and post-advice tasks while ensuring clients receive a high quality and professional experience. This is an opportunity to shape the role and contribute to ongoing improvements within the business.
 
Key Responsibilities

• Prepare documentation and administrative requirements for client advice
• Manage post-advice processes and ensure all actions are followed through to completion
• Liaise directly with clients, handle incoming calls and manage email correspondence
• Send onboarding materials and maintain accurate client records
• Assist with meeting preparation including greeting clients and ensuring rooms are set up appropriately
• Support general office administration including maintaining shared spaces 
• Use Xplan, MS Office and various superannuation, investment and fund management platforms
• Contribute to the continuous improvement of client service procedures

What We Are Looking For

• University qualification or a relevant equivalent 
• Administrative experience in the financial planning, SMSF administration or an accounting firm with an advisory function will be highlight regarded
• Strong communication and interpersonal skills
• High attention to detail and excellent organisational ability
• Comfortable working across multiple software systems including Xplan
• A proactive attitude with the ability to work both independently and collaboratively

Working Environment and Benefits

• Hybrid arrangement with the option of two days in the office and three from home
• Modern newly built office with kitchen facilities 
• St Kilda road location with paid parking available, tram at your doorstep and a  2 minute walk to Anzac station  
• Professional development and firm training days provided
• Supportive team culture within a stable and long-established business and staff tenure 
• Opportunity for future progression including potential leadership of an administration team as the firm grows

If you are looking for a role where you can make an impact, contribute to a respected firm and develop your career in client services, we would welcome your application. APPLY NOW!