Client Services Manager

At Alex Brown Strategic Financial Planners, we are dedicated to providing personalised and strategic financial solutions to help our clients achieve financial security and success. As our firm continues to grow, we are seeking a Client Services Manager to join our team.

This role is ideal for a detail-oriented professional with a passion for financial planning and client support. You will work within a leading financial planning firm in Gawler, South Australia. Gaining valuable industry experience while contributing to our clients’ financial success.

About the Role
This is a full-time contractor position paid on an hourly basis, with the potential for transition to a permanent role based on performance.

Compensation: 187 to 313 Pesos per hour (Subject to experience).

Key Responsibilities:

Client Meeting Support:
Prepare documents and files for client appointments, including:
- Annual reviews
- Initial meetings
- Follow-up meetings
- Implementation Meetings
- Centrelink appointments

Ensure all meeting materials are accurate, up-to-date, and well-organized.

Administration & Implementation Support:
- Assist the Senior Client Services Manager with strategy implementation.
- Prepare and process implementation paperwork.
- Maintain and update client records with accuracy and confidentiality.
- Research financial products (up-to-date details)
- Manage third-party authorities and liaise with financial institutions.
- Complete adviser meeting notes and Financial Services Council forms.

Client Relationship Management:
- Respond to client inquiries with professionalism and excellent service.
- Provide clients with basic financial information and guidance as needed.
- Work closely with the team to ensure seamless client support.

What We’re Looking For:
- Strong attention to detail & organisational skills – Ability to manage multiple tasks efficiently.
- Excellent communication & client service skills – Build strong relationships with clients.
- Financial planning software experience – Prior experience with industry software (We use.
- Tech-savviness & analytical ability – Proficiency in Microsoft Excel and financial analysis.
- Proactive & team-oriented mindset – Willingness to learn, adapt, and collaborate.
- Workflow management skills – Ability to prioritise and organise tasks effectively.
- Centrelink experience (highly desirable).
- Minimum of 2 years of experience with an Australian-based financial planning firm.

Please provide your Resume and Cover for your application. Alternatively, you may email your Resume and Cover Letter documents to Upgrade to see actual info