Client Services Manager (Financial Planning) - Best Culture In The Industry-

Client Services Manager (Financial Planning) - Best Culture In The Industry?

This is an opportunity for an established Client Services Manager who wants more than just process management — it’s a chance to influence, lead and elevate the client experience within a well‑regarded, international financial planning firm. You’ll be empowered to refine systems, develop people, and contribute meaningfully to the firm’s continued growth. Why This Opportunity Stands Out

Award-Winning Employer : As the winner of the

2024 Employer of the Year (IFA Awards) , you’ll be joining a practice that truly values its team and fosters a positive, collaborative work culture. Generous Leave Entitlement : Receive an additional day of leave for each year of service (up to 5 years), company‑sponsored leave over the Christmas closure period and your birthday off. Competitive Salary & Bonus : Receive a generous annual salary with performance‑based bonus incentives to reward your hard work. Flexible Work Arrangements : Benefit from flexibility with regards to work arrangements and schedule, ensuring a healthy work‑life balance. The business actively encourages flexibility as appropriate to suit your needs. About the Role

As a Client Services Manager, you’ll play a pivotal leadership role within the firm’s client support function. You will lead and mentor the client services team, ensuring smooth, efficient operations and a consistently high standard of service delivery across the business. Key Responsibilities

Lead, mentor and develop the client services team to ensure a high‑performing, client‑focused culture. Oversee end‑to‑end client service processes, ensuring accuracy, compliance and timely delivery of advice implementation. Review and improve internal workflows, systems and service standards to enhance operational efficiency. Act as a senior point of contact for clients, managing complex queries and strengthening long‑term relationships. Partner closely with advisers to understand advice strategies and ensure efficient and accurate implementation. Oversee preparation and processing of client documentation and maintain high‑quality record management systems. Manage and maintain client databases, ensuring data integrity and compliance requirements are met. About You

We’re seeking a proactive, organised and people‑focused Client Services professional who enjoys leading others and driving service excellence. The ideal candidate will have: A demonstrated track record of client services experience Strong knowledge across superannuation, investments and/or insurance. Proven ability to lead, mentor or supervise a support team. Excellent communication skills (verbal and written) with the confidence to engage directly with clients and advisers. A strong attention to detail and the ability to manage multiple priorities in a fast‑paced environment. Experience with XPlan (highly advantageous). Express Your Interest

If you’re ready to step into a visible leadership role where your experience will be valued and your impact felt across the business, we’d welcome a confidential conversation. About Boston Stanley

Boston Stanley are executive search specialists working within the Financial Planning sector. We provide comprehensive talent acquisition for market‑leading companies. Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a client services officer?

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