Client Services Manager

• Be part of a supportive, professional team at a leading wealth management firm
• Part-time/flexible and hybrid or full-time working arrangements available
• Use your Xplan and platform knowledge in a values-led firm focused on excellence

Join Minchin Moore, a leading private wealth firm, as a Client Services Manager in our supportive Mosman* team.

In this pivotal support role, you'll help deliver tailored financial strategies by managing documentation, coordinating account processes, and liaising with platform providers. Ideal for a detail-oriented professional who values structure and takes pride in delivering exceptional client experiences. 

*Flexible working arrangements available: Along with full-time applicants, we encourage applications from part-time workers, allowing flexibility to accommodate school drop-off / pick-up. Hybrid working arrangements are also available.

Key Responsi...