Join Minchin Moore, a leading independent wealth management firm, as a Client Services Manager in our collaborative Mosman team. This is a pivotal role supporting advisers to deliver tailored financial strategies. You’ll take ownership of advice implementation, client onboarding, and platform coordination—playing a key part in delivering a seamless, high-quality client experience. We’re looking for a detail-oriented professional who thrives on structure, takes initiative, and enjoys being the engine behind exceptional client outcomes. Key Responsibilities: Advice Implementation: Accurately prepare and lodge all documentation to implement advice (SoAs), including applications, rollovers, redemptions, and transfers, ensuring timely submission. Workflow Management: Oversee the end-to-end implementation process, coordinating with platforms and internal teams to ensure smooth and prompt client onboarding. Asset Transfer Coordination: Manage asset transfers by liaising with product providers to minimise delays and ensure precise execution. Adviser Communication: Keep advisers and associate advisers updated on application status, implementation progress, and outstanding items. Client Platform Support: Set up and maintain client access to Xplan Touch, ensuring seamless functionality and user alignment. Portfolio Reporting: Assist in preparing quarterly investment reports, ensuring accuracy and timely delivery. System Expertise: Maintain strong working knowledge of Xplan and key platforms (e.g. Macquarie, Panorama) to support daily operations. Administrative Support: Provide general administrative assistance, including document handling, record-keeping, and compliance with internal standards. Compliance & Quality Assurance: Adhere to Minchin Moore policies and behavioural standards, ensuring quality, accuracy, and regulatory compliance. Operational Liaison: Keep the Operations Manager informed of workflow progress, priorities, and any issues affecting adviser service expectations. What You Bring: Minimum 3 years’ experience in a similar role within financial services. Familiarity with Panorama and Macquarie platforms, and experience with Xplan will be highly regarded. Exceptional organisational skills, attention to detail, and the ability to manage multiple priorities and meet deadlines. Strong communication skills and the confidence to work closely with advisers and stakeholders. A fast learner with a flexible, proactive mindset. Full Australian working rights (no temporary visas). About Minchin Moore: Minchin Moore is an independent, privately owned wealth management firm focused on delivering clear, intelligent, and highly personalised financial advice. With offices across Australia, we work with successful individuals and families to grow, preserve, and transfer wealth across generations. Our advisory approach is grounded in evidence-based investment principles and long-term strategy. We believe in simplifying complexity for our clients and building relationships founded on trust, transparency, and shared values. We offer flexible full-time or part-time working options (including school-friendly hours), hybrid arrangements, and a supportive professional environment alongside experienced advisers. Apply now: If you’re an experienced client services professional who values precision, structure, and being an integral part of delivering great client outcomes, we’d love to hear from you. Note: This recruitment is being managed exclusively by Allan Hall HR. We ask that all interested candidates apply directly via the channels provided, as we will not be accepting applications from third parties or outside of this process. Only shortlisted candidates will be contacted. Thank you for your understanding.