Client Services Manager

_{07th September, 2026}

Key Responsibilities 

• Advice Implementation: Accurately prepare and lodge all documentation to implement advice (SoAs), including applications, rollovers, redemptions, and transfers, ensuring timely submission. 
• 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. 
• 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 admin 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: Work with the Operations Manager to keep informed of workflow progress, priorities, and any issues affecting adviser service expectations. 

What You Bring: 

• Minimum 2 years’ experience in a similar role within financial services. 
• Experience with Xplan essential. Familiarity with Panorama and Macquarie platforms.
• Highly organised, with excellent attention to detail and the ability to manage competing priorities. 
• Strong communication skills and the confidence to work closely with advisers
• A fast learner with a flexible, proactive mindset. 
• Full Australian working rights (no temporary visas) 

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume.