Client Services Manager

vor 3 Wochen


City of Brisbane, Österreich Berritta Consulting Vollzeit

Are you an experienced Client Services professional looking to work closely with the Director of a boutique financial planning firm? Join a well‑established and growing practice known for its down‑to‑earth culture, supportive team, and genuine focus on client care. Why You’ll Love This Role Work directly with the Director to support high‑value client relationships Enjoy flexibility with hybrid work arrangements (2 days WFH) Thrive in a fun, inclusive and team‑oriented culture What You’ll Be Doing End‑to‑end implementation of financial advice, including new business and ongoing service Manage client workflows, follow‑ups, and ensure documentation is complete and compliant Prepare client meeting packs and assist with strategy discussions Liaise with clients, product providers, and other stakeholders Maintain client records in Xplan and ensure adherence to internal and regulatory standards What We’re Looking For 3–5+ years of experience in a financial planning client services role Proficiency with Xplan and a solid understanding of advice processes Strong communication skills and a high level of attention to detail Ability to work independently and collaboratively within a small team A proactive and positive approach to client service and team culture Salary is dependent on experience, please send CV's to *****@berrittaconsulting.com.au #J-18808-Ljbffr



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