Job Summary

The role of Client Services Manager exists to undertake the full range of client servicing activities which deliver timely and quality outcomes to our valued clients as well as internally to our Financial Advisers and the broader team.

The position has no direct reports.

Special Features

This role has been established as a full time position.


The Client Services Manager is accountable for the following:

  •  Delivery of quality client servicing support and administration to clients
  • Working closely with advisers and the broader team to ensure that all activities are undertaken smoothly and efficiently

General Duties And Tasks

The role includes, but is not limited to, the following tasks:

  •  Database Management of clients (using Adviser Logic web based database software)
  • Implementation of client work, such as implementation of Statements of Advice (SoA)
  • Preparation for Induction meeting(s)
  • Preparation and action of all general correspondence with clients as required, via telephone, email, mail
  • Scanning of client work daily and allocation to client files
  • Participating actively in the business’s monthly team coaching session as well as individual sessions
  • Maintaining external companies Adviser/Agency number register for the business
  • Contributing to maintaining compliance standards in the business
  • Contributing to maintaining CQAP rating for the business
  • Supporting clients with general enquiries which could involve liaising with Insurance and/or investment providers
  • Undertaking an allocated specialist task(s) or role as required, such as Remuneration tracking, Claims Specialist or Database Software Specialist (for example)

Behaviours And Attributes

  • Action and Achievement Oriented
  • Client Focused
  • Confident Communicator
  • Committed to Team Success
  • Self Starter
  • Quality Driven
  • Willingness to lead and be led
  • Open to personal coaching
  • Quick to learn

Qualifications, Skills And Experience


  • Solid experience (minimum 2 years) in client servicing in the financial planning industry
  • Contemporary industry knowledge in relation to client servicing practices and processes
  • Excellent communication skills, oral and written
  • Superior PC and administrative skills
  • Strong organisational ability
  • High level of attention to and strong eye for detail
  • Touch typing ability with a high level of typing accuracy
  • Demonstrated ability to meet/exceed client and business expectations in service delivery


  • Experience in using relevant industry database software
  • Experience in managing projects and recommending and/or implementing improvements to work flows and processes well regarded
  • RG146

We would love to hear from you. APPLY NOW. Or call our HR Consultant Colette Simon on 0402 636 553 for a confidential discussion or email your application to

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