Client Service Manager - Team Manager at at

Position Client Service Manager - Team Manager
Posted 24 May 2026
Expired 23 Jun 2026
Company at
Location Perth | AU
Job Type Full Time

Job Description:

Latest job information from at for the position of Client Service Manager - Team Manager. If the Client Service Manager - Team Manager vacancy in Perth matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at at for the position of Client Service Manager - Team Manager below matches your qualifications.

About the Company

Our client is a leading Financial Planning firm with 20+ staff in their office. They work with low volume sophisticated high-net-worth families. They pride themselves on providing a highly personalised service with tailored solutions along with a great vibrant team culture.

This is a key leadership role suited to a senior Client Services professional who can step in with confidence, support our advisers, and lead our administration team. You will play a pivotal role in managing the client experience, ensuring advice is implemented efficiently and accurately, while mentoring a high-performing support team.

The Role
  • Team Management: Act as the go-to person for the Client Services team, providing guidance, support and mentorship.
  • Workflow Management: Oversee team workflows to ensure all client deliverables are completed on time and to a high standard.
  • Advice Implementation: Manage end-to-end administration, including preparation of implementation documents and applications.
  • Quality Assurance: Review and check advice implementation to ensure compliance and accuracy.
  • Client Meeting Support: Prepare meeting packs, agendas and coordinate follow-up actions.
  • Stakeholder Management: Liaise with product providers and maintain strong external relationships.
  • CRM & Data Management: Maintain accurate client records using Xplan and Worksorted.
Skills & Experience
  • 3+ years experience supporting financial advisers.
  • Experience working with sophisticated high-net-worth advice highly regarded.
  • Experience with Financial Planning software; XPLAN preferred.
  • Excellent communication skills are required.
  • Must have strong verbal and written communication.

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Job Info:

  • Company: at
  • Position: Client Service Manager - Team Manager
  • Work Location: Perth
  • Country: AU

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Client Service Manager - Team Manager at the office Perth above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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