Join to apply for the Client Services Manager role at Fuse Recruitment2 days ago Be among the first 25 applicantsJoin to apply for the Client Services Manager role at Fuse RecruitmentGet AI-powered advice on this job and more exclusive features.Our client is a highly successful, integrated advisory group offering strategic advice to their clients across wealth management, taxation, business services and superannuation. They enjoy a team first culture that fosters professionalism, excellence and innovation. They have an exciting opportunity within their Wealth Management team for an experienced and highly capable Client Services Manager.Role DetailsAs a Client Services Manager youll play a critical role in supporting Advisors, Paraplanners, and clients through seamless coordination, proactive service, and administrative expertise. Youll be a key liaison between internal teams and clients, ensuring a high-quality experience at every touchpoint.Key ResponsibilitiesPrepare and process documentation related to client investments, strategic advice, Centrelink applications, and insuranceCoordinate with clients, third parties, and internal divisions to ensure timely and accurate handling of client affairsSupport implementation of advice recommendations under the guidance of AdvisorsMaintain data accuracy across platforms and assist with virtual meeting setups, calls, invoicing, and general adminCollaborate on firm-wide initiatives, client communications, events, and seminarsSupport and train junior staff, fostering a culture of growth and excellence within the teamRequirementsExperience in a similar role within Financial Planning would be preferred, however those with a strong background in professional services and administration will also be consideredA proactive mindset with strong attention to detailCritical thinking and the ability to anticipate team and client needsExcellent communication and interpersonal skills you enjoy building trusted relationships.Experience managing workflows, multitasking, and working within a professional services environmentFamiliarity with Xplan is desirableBenefitsHybrid work model and flexible arrangements to support work-life balance (after probation)A collaborative, inclusive culture that values contribution and encourages professional developmentWork in a modern CBD office, close to public transport, shops and restaurantsProfessional development and growth opportunitiesOpportunity to work with a leading Wealth Advisory firm in a highly sought after role.If you think this could be the role for you then please apply now!If you have any questions please contact Selina Moschoyiannis from Fuse Recruitment on 0400 627 654.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at Fuse Recruitment by 2xSign in to set job alerts for Client Services Manager roles.Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia A$100,000 - A$100,000 3 weeks agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia A$95,000 - A$95,000 1 day agoClient Relationship Manager (Air Logistics)Melbourne, Victoria, Australia 2 weeks agoRichmond, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoCustomer Solutions Team Leader - Melbourne, VICMelbourne, Victoria, Australia 2 weeks agoCustomer Solutions Manager - Melbourne, VICMelbourne, Victoria, Australia 2 weeks agoManager - Operations and Business TransformationMelbourne, Victoria, Australia 1 week agoCustomer Service & Administration ManagerMelbourne, Victoria, Australia 15 hours agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, AustraliaA$110,000.00-A$130,000.004 days agoMelbourne, Victoria, Australia 3 days agoPremium Client Manager / Relationship Manager (CFD''s)Melbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week ago126126-Regional Service Management Position-Dealers Management Assistant (Graduate Role)Melbourne, Victoria, Australia 3 weeks ago126126-Regional Service Management Position-Dealers Management Assistant (Graduate Role)Melbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 3 days agoAccount Manager Support (Maternity Cover)Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 month agoDocklands, Victoria, Australia 3 hours agoProcess Excellence Manager (Financial Services)Melbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 4 days agoMelbourne, Victoria, Australia 3 days agoHead of Digital CX & Marketing TechnologyMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 3 hours agoWere unlocking community knowledge in a new way. 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Job Title
Client Services Manager