Client Service Manager

Our Clients

Our clients are a leading boutique wealth management firm based in Adelaide CBD that have been providing advice for over 25 years. They are currently experiencing growth at the moment and looking for a Client Service Manage to join their well-structured team. This is an excellent opportunity for someone who enjoys managing the end-to-end client experience, supporting advisers, and joining meetings.

Working closely with Financial Advisers, the Practice Manager and Administration team, you'll play a key role in maintaining exceptional client service standards while overseeing workflow, mentoring team members, and ensuring advice documentation is delivered accurately and on time.

The Role

• Coordinate and manage client appointments, ensuring all preparation is completed ahead of review meetings.
• Book client appointments and oversee the financial planning calendar.
• Review and quality assure Records of Advice (ROAs), Statements of Advice (SOAs) and client applications before presentation or submission.
• Submit investment, superannuation and insurance applications and manage follow-up with product providers where required.
• Process investment transactions including switches, purchases, sales, withdrawals and portfolio rebalances.
• Act as the primary liaison between Advisers and the Administration team, allocating work and ensuring tasks are completed efficiently.
• Handle client enquiries and provide exceptional service over the phone and via email.
• Provide training, coaching and ongoing support to new and existing team members.
• Work closely with the Practice Manager to prioritise workloads and continuously improve operational processes.

Experience

• 2+ years experience in a financial planning firm supporting advisers
• Strong understanding of the financial advice process, including ROAs, SOAs and investment implementation.
• Experience using CRM and workflow management systems (Karbon or similar is advantageous).
• Excellent communication and interpersonal skills

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