Client Service Manager

Position Description: Client Services Manager

Financial Planning Practice - Gold Coast, Queensland

The Client Services Manager is a pivotal role within our dynamic financial planning practice based on the Gold Coast. This role is responsible for the efficient and professional management of client service operations, working closely with financial planners, paraplanners, and administrative staff to deliver an exceptional client experience. The successful applicant will be passionate about client engagement, compliance, and process enhancement, helping us maintain our reputation for outstanding service across the financial planning industry.

We're looking for an experienced Client Service Manager with at least 3 years of experience working in a financial advisory firm -someone who is proactive, a problem solver with strong written and verbal communication skills with a high level of attention to detail.