Client Services Manager

We're seeking a Client Services Manager to join the team!

Are you an experienced client services professional ready to take ownership of the end-to-end client experience in a high-performing financial advice business? This is a fantastic opportunity to lead a dedicated team, shape service standards, and play a central role in a business that genuinely puts its clients first. With a strong growth trajectory and a culture where your contribution is both valued and visible, this role offers the ideal blend of leadership, operational excellence, and meaningful client impact.

About us

We're a specialist financial advice business with a serious commitment to client service excellence. Known for their high standards and personalised approach, they support clients through every stage of their financial journey from the very first meeting through to ongoing reviews and beyond. With a strong growth agenda and a close-knit, professional team, 3D Wealth is a business where great people are recognised and rewarded.

What you'll be doing?

• Lead the client service experience: Design, lead, and deliver the end-to-end client service experience, ensuring every interaction reflects the high standards that 3D Wealth is known for.

• Manage and develop your team: Oversee a team of Client Services Officers (CSOs) and Financial Planning Associates (FPAs), including offshore staff, setting clear service standards, building efficient workflows, and fostering a culture of accountability and continuous improvement.

• Handle client interactions with confidence: Serve as a key point of contact for clients across phone, email, and CRM platforms, managing escalations with professionalism, empathy, and care.

• Maintain CRM accuracy and performance: Take ownership of CRM management, ensuring data integrity, workflow adherence, and system performance across the team at all times.

• Collaborate with advisers: Work closely with financial advisers to resolve escalations swiftly, support smooth day-to-day operations, and contribute to an exceptional overall client experience.

Who are they looking for?

• Experience: A minimum of 4 years in a client services, operations, or practice management role within financial planning is required.

• Leadership: Proven experience leading or managing a team, including the ability to direct and coordinate offshore staff.

• Industry Knowledge: A solid understanding of the Australian financial advice regulatory environment, end-to-end advice process, client service lifecycle, CRM management, and workflow design.

• Communication: Strong written and verbal communication skills in English, with a confident and professional approach across all channels (phone, email, and CRM platforms).

• Attention to Detail: High level of accuracy and attention to detail when managing client records, documentation, and workflows.

• Decision-Making: Comfortable making confident, sound decisions within your area of expertise, including handling client escalations with composure and care.

• Process-Driven: A continuous improvement mindset, strong time management, and the ability to juggle competing priorities in a fast-paced environment.

• Productivity: A track record of high productivity and consistent performance, experience in a chargeable hours environment is well regarded.

• Qualifications: A degree in a finance-related field is advantageous, though equivalent experience is equally considered.

Why you should consider this opportunity?

3D Wealth offers an attractive remuneration package and a range of benefits, including:

• Full-time employment - A stable, full-time role within a growing and reputable financial advice business where your work makes a genuine difference.

• Visible impact - A leadership position where your contribution is recognised, your ideas are welcomed, and your efforts directly shape the client experience.

• A supportive team culture - Join a close-knit, collaborative team environment that values professionalism, mutual respect, and shared success.

• Career growth - Be part of a business on a strong growth trajectory, with real opportunities to grow your career as the business continues to expand.

• Leave entitlements - Standard leave arrangements in accordance with Australian employment law, supporting your wellbeing and work-life balance.

How to apply

Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us!

We welcome applications from all backgrounds; if you are motivated, reliable, and ready to contribute to a great team, we want to hear from you.

All information received will be kept strictly confidential and will be used only for employment-related purposes.