Client Service Manager
Vor 4 Tagen
MiQ Private Wealth is dedicated to being Australia’s most trusted financial services practice. Our mission is to enhance the lives of our clients and team members by providing first-class ongoing service built on a strong reputation and trust. We value a positive work environment and lead by example, displaying our core values: Sustainable, Progressive, Accountable, Collaborative, and Genuine. Role Purpose The Client Services Manager will provide clients with exceptional experiences through positive, proactive, and direct interactions and support, whilst delivering vital administrative assistance to Financial Advisers as part of the Advice Delivery framework. This role is central to ensuring seamless client journeys and efficient adviser operations. Key Responsibilities Act as the first point of contact for clients, answering calls and directing enquiries appropriately Liaise with clients and stakeholders to ensure needs are met and communication is consistent Document all client interactions and advice processes in Xplan and Teams Lodge, track, and complete investment and insurance applications Prepare and send quarterly correspondence and financial services guides Accurately complete compliance documents including Fee Disclosure Statements, Service Agreements, and Consent Forms Support monthly review cases and compliance checklists Maintain and update client databases and files to ensure accuracy and compliance Assist with client events, information sessions, and Adviser appointments Prepare and collate documents for Adviser meetings within required timeframes Key Qualifications & Experience Previous experience in client services, administration, or financial services support Strong organisational skills with exceptional attention to detail Excellent communication and interpersonal skills, with confidence in liaising with clients and stakeholders Ability to manage multiple tasks and meet deadlines in a fast‑paced environment Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) Experience with Xplan or similar financial planning software (highly regarded) Knowledge of compliance requirements within financial services (preferred) Demonstrated ability to work collaboratively within a team and provide support during absences Professional presentation and a client‑focused mindset MiQ Core Behaviours Sustainable: Contribute to ongoing high performance and best outcomes while maintaining a safe and sustainable environment. Progressive: Embrace change and seek opportunities for personal and professional growth. Accountable: Take ownership of tasks and projects, delivering high-quality results. Collaborative: Foster a team-oriented mindset, promoting open communication and active listening. Genuine: Build authentic relationships based on trust, honesty, and integrity. Why Join Us? At MiQ Private Wealth, we offer a supportive and dynamic work environment where you can grow both personally and professionally. We are committed to fostering a culture of innovation, collaboration, and excellence. If you are passionate about client service and looking for a challenging and rewarding role, we would love to hear from you. How to Apply Please submit your resume and a cover letter outlining your experience and why you are the ideal candidate for this role. Sorry, no agency applicants please. MiQ Private Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr
-
Client Experience Manager – Financial Services
Vor 2 Tagen
City Of Greater Geraldton, Österreich MIQ Corporate Services VollzeitA leading financial services firm in Western Australia is seeking a Client Services Manager to enhance client experiences through proactive support. You will be responsible for managing client interactions, maintaining accurate compliance documents, and assisting Financial Advisers. Ideal candidates will have experience in client services, strong...
-
Client Service Officer
vor 2 Wochen
City Of Greater Geraldton, Österreich MiQ Private Wealth VollzeitCompany Description MiQ Private Wealth, founded in 2006, is a leading Australian-owned financial advisory organization dedicated to enhancing the financial wellbeing of clients and their future generations. With offices across Queensland, Western Australia, ACT, and New South Wales, MiQ provides innovative strategies and tailored financial planning services....
-
Client Services Associate
Vor 2 Tagen
City Of Greater Geraldton, Österreich Regional Jobs Western Australia VollzeitThe role HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients. Key responsibilities Manage client...
-
Client Services Officer
vor 3 Wochen
City of Greater Bendigo, Österreich Victorian Aboriginal Legal Service VollzeitThis is an Aboriginal and/or Torres Strait Islander designated position, classified under Section 12 Special Measures of the Equal Opportunity Act 2010. Please note: This opportunity is only available to Australian Aboriginal and/or Torres Strait Islander people. Location: Bendigo, VICEmployment Type: Full-Time | Fixed Term (with potential to become...
-
Client Services Officer for Financial Planning
vor 2 Wochen
City Of Greater Geraldton, Österreich MiQ Private Wealth VollzeitA financial advisory organization in Geraldton is seeking a Client Service Officer to provide exceptional client support. The role involves greeting clients, managing queries, and preparing documentation. The ideal candidate will have strong communication skills, administrative expertise, and a background in financial services. The position is available as...
-
Client Services Associate – Financial Planning
Vor 2 Tagen
City Of Greater Geraldton, Österreich Regional Jobs Western Australia VollzeitA leading financial planning firm in Geraldton is seeking a motivated Client Services Associate to provide exceptional customer service and support. This role involves managing client enquiries, assisting with financial documents, and coordinating meetings. Ideal candidates will possess strong organisational skills and effective communication abilities. The...
-
Manager Client Services
vor 2 Wochen
City of Melbourne, Österreich MLC Asset Management VollzeitManager Client Services – MLC Asset Management This is an exciting opportunity to lead the Client Services function within MLC Asset Management. As the Manager, Client Services, you will oversee the Client Services team and ensure the delivery of an exceptional experience to our diverse investor base and internal stakeholders. You will play a key role in...
-
Manager Client Services
Vor 6 Tagen
City of Melbourne, Österreich Mlc Asset Management VollzeitManager Client Services – MLC Asset Management This is an exciting opportunity to lead the Client Services function within MLC Asset Management. As the Manager, Client Services, you will oversee the Client Services team and ensure the delivery of an exceptional experience to our diverse investor base and internal stakeholders. You will play a key role in...
-
Manager Client Services
vor 2 Wochen
City of Melbourne, Österreich IOOF Holdings Limited VollzeitLead continuous improvement to lift team performance and client outcomes Permanent Full-time, located in Melbourne The opportunity to join our team This is an exciting opportunity to lead the Client Services function within MLC Asset Management. As the Manager, Client Services, you will oversee the Client Services team and ensure the delivery of an...
-
Manager Client Services
Vor 6 Tagen
City of Melbourne, Österreich Ioof Holdings Limited VollzeitLead continuous improvement to lift team performance and client outcomesPermanent Full-time, located in Melbourne The opportunity to join our team This is an exciting opportunity to lead the Client Services function within MLC Asset Management. As the Manager, Client Services, you will oversee the Client Services team and ensure the delivery of an...
