MiQ Private Wealth is dedicated to being Australia's most trusted financial services practice.
Our mission is to enhance the lives of our clients and team members by providing first-class ongoing service built on a strong reputation and trust.
We value a positive work environment and lead by example, displaying our core values: Sustainable, Progressive, Accountable, Collaborative, and Genuine.
Role Purpose
The Client Services Manager will provide clients with exceptional experiences through positive, proactive, and direct interactions and support, whilst delivering vital administrative assistance to Financial Advisers as part of the Advice Delivery framework.
This role is central to ensuring seamless client journeys and efficient adviser operations.
Key Responsibilities
Act as the first point of contact for clients, answering calls and directing enquiries appropriately
Liaise with clients and stakeholders to ensure needs are met and communication is consistent
Document all client interactions and advice processes in Xplan and Teams
Lodge, track, and complete investment and insurance applications
Prepare and send quarterly correspondence and financial services guides
Accurately complete compliance documents including Fee Disclosure Statements, Service Agreements, and Consent Forms
Support monthly review cases and compliance checklists
Maintain and update client databases and files to ensure accuracy and compliance
Assist with client events, information sessions, and Adviser appointments
Prepare and collate documents for Adviser meetings within required timeframes
Key Qualifications & Experience
Previous experience in client services, administration, or financial services support
Strong organisational skills with exceptional attention to detail
Excellent communication and interpersonal skills, with confidence in liaising with clients and stakeholders
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams)
Experience with Xplan or similar financial planning software (highly regarded)
Knowledge of compliance requirements within financial services (preferred)
Demonstrated ability to work collaboratively within a team and provide support during absences
Professional presentation and a client-focused mindset
MiQ Core Behaviours
Sustainable:Contribute to ongoing high performance and best outcomes while maintaining a safe and sustainable environment.
Progressive:Embrace change and seek opportunities for personal and professional growth.
Accountable:Take ownership of tasks and projects, delivering high-quality results.
Collaborative:Foster a team-oriented mindset, promoting open communication and active listening.
Genuine:Build authentic relationships based on trust, honesty, and integrity.
Why Join Us?
At MiQ Private Wealth, we offer a supportive and dynamic work environment where you can grow both personally and professionally.
We are committed to fostering a culture of innovation, collaboration, and excellence.
If you are passionate about client service and looking for a challenging and rewarding role, we would love to hear from you.
How to Apply
Please submit your resume and a cover letter outlining your experience and why you are the ideal candidate for this role.
Sorry, no agency applicants please.
MiQ Private Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
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