Client Services Manager
Share
Job Location:
Monthly Salary:
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Hewison Private Wealth is an award-winning independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry we are dedicated to delivering excellence for our clients.
Position Overview:
We are seeking an experienced and people-focused Client Services Manager to lead and develop our Client Services team. This role plays a critical part in ensuring the delivery of timely accurate and high-quality support to our Planning team and clients while driving operational excellence continuous improvement and a strong team culture.
As Client Services Manager you will be responsible for structuring resourcing and developing the team maintaining best-practice processes and acting as the key escalation point for complex client or operational matters.
If you are highly organised solutions-focused and confident managing priorities people and processes this could be the perfect opportunity for you.
Position Requirements:
To be successful in this position you will need:
- Previous experience leading a team is essential.
- Extensive experience in Client Services or operations within financial services with the ability to coach mentor and develop team members to build engagement and performance.
- Strong operational management capability ensuring accurate timely and high-quality service delivery.
- Exceptional interpersonal written and verbal communication skills with the ability to influence and engage stakeholders at all levels.
- Experience implementing and maintaining effective processes workflows and systems.
- Strong analytical and decision-making skills with the ability to identify risks and implement solutions.
- Experience managing compliance requirements standards policies and service level agreements.
- A strong alignment with our organisational values and a commitment to fostering a positive inclusive and high-performing workplace.
What is in it for you:
Were proud of the environment weve created one where our people feel supported valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth here are some reasons to want to join our team:
- A culture where youll thrive: Our culture is one of our greatest strengths. Youll join a team that genuinely lives its values Fun Family Empowerment and Excellence. We celebrate wins support each other and show up with pride and purpose.
- A well-connected location that supports your active lifestyle: Based on St Kilda Road (Melbourne) with modern office facilities and end-of-trip amenities so you can walk jog or ride to work with ease.
- Various benefits and leave entitlements: Salary continuance insurance monthly massages gym subsidies health and wellbeing initiatives corporate volunteering opportunities and various leave options.
- Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.
How to apply:
To apply applications should include a current CV with a cover letter that highlights how your qualifications skills and experience align with the role and how youd contribute to Hewison Private Wealths culture.
For further information about this position or the recruitment process please contact Erin Parker (Head of People & Culture) via
Applications close: Monday 23 February 2026
We encourage early applications as interviews may commence before the closing date.
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
