Client Service Manager
vor 8 Stunden
Client Service Manager As a result of growth, we’re looking for an experienced Client Service Manager with a passion for delivering exceptional service and a desire to contribute their expertise to a dynamic, client-focused team. You’ll play a key role in supporting our advisers to provide quality advice to our valued clients. As part of our dedicated and experienced client service team, you’ll ensure every client enjoys an outstanding experience. Your strong relationship skills will help you confidently manage enquiries and provide solutions that make a real difference. About Us We are a growing and innovative business that has embraced a 4‑day working week for the past four years , alongside additional superannuation benefits , ongoing training and development opportunities , profit share loyalty reward and a calendar of fun, social activities that bring our team together. Midsec’s experienced advisers have been delivering trusted financial advice for many years. As a mid‑tier financial planning firm , we are genuinely committed to making a meaningful difference for the clients we serve. Our aspiration is to become the firm of choice for high‑end clients with complex financial needs —where every interaction is defined by deep relationships, clarity in complexity, and empowered decision‑making. Our vision is to be a place where clients queue because they trust us, and top talent queues because they believe in us . We foster a high‑performance culture with a “nothing is too hard” mindset. While we work hard to go the extra mile for our clients, we also celebrate success with great social events throughout the year and an employee of the month award – amongst other things. We’re a growing organisation offering an exciting, challenging, and rewarding opportunity for a career‑driven client service professional. This role provides the chance to develop your skills, make a real impact, and grow with a team that values excellence and innovation. What we are looking for Minimum 2 years experience in a similar role – essential Trading, SMSF and product knowledge desirable Excellent knowledge of the Microsoft Office suite Ability to work in a fast‑paced environment managing multiple priorities Attention to detail and the ability to work accurately under pressure Excellent communication and interpersonal skills Always demonstrate initiative and self‑motivation A proactive and analytical approach to problem solving Demonstrate commitment to quality and teamwork Ability to work unsupervised Responsibilities Solving client queries and actioning instructions from clients and advisers Responding to all correspondence within required time frames Liaise with fund managers, accountants and third parties Organise and manage adviser appointments Accurately prepare and lodge client documents and forms Update and maintain client database and portfolios including electronic filing Corporate action management (desirable) Understanding of and complying with client confidentiality and compliance requirements (desirable) Opening Bank, Investment, Wrap and Stockbroker accounts Perks and Benefits Work a 4‑Day Week (get paid your full‑time salary) Super incentive bonus Study reimbursement Great social activities Longer‑term career progression opportunities Profit share loyalty reward If you are looking for a rewarding role as a Client Service Manager – apply now Applications close 5th December 2025. How to Apply To apply, upload your Covering Letter and your CV outlining your work history. Only successful applicants will be notified. #J-18808-Ljbffr
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