Join a High-Performing Wealth Team and Build Your Future in Financial Planning Are you ambitious, driven, and ready to build a long-term career in wealth management?
We are looking for a vibrant and highly motivated Customer Service Manager (CSM) to join a growing Melbourne Wealth team supporting the delivery of holistic financial advice to a broad portfolio of clients.
This is an exciting opportunity for someone with experience in a financial planning environment who thrives in a fast-paced setting, enjoys working with people, and is hungry to succeed. You’ll work directly with Financial Planners, Associates, and the Head of Wealth to bring complex strategies to life across investments, superannuation, pensions, insurance, and more. APPLY NOW!!! DONT MISS OUT!!!

The Opportunity

• You will play a critical role driving the implementation pipeline for approximately 70 new advice deals per month, while also supporting ongoing service requests for existing clients.

Your Responsibilities

• Implement approximately 70 new advice deals end-to-end each month
• Execute holistic financial strategies across investments, super, pensions, and insurance
• Manage ongoing service requests, portfolio adjustments, and insurance claims
• Coordinate planners, associates, platforms, and insurers to ensure files progress efficiently
• Maintain accurate client records and compliance documentation
• Deliver exceptional service and communication to clients throughout the advice process

About You

• We are looking for someone energetic, organised, and eager to grow within the financial planning industry.

Skills & Experience

• Previous Customer Service Manager experience within a financial planning firm
• Hands-on experience using Xplan and HubSpot
• Proven experience implementing holistic advice strategies across multiple products
• Confident communicating directly with clients and stakeholders
• Exceptional attention to detail and strong organisational skills
• Ability to manage a busy and fast-moving caseload
• Positive attitude, strong work ethic, and desire to build a successful career

This is a genuine high-volume pipeline environment — approximately 70 new deals each month. Holistic advice means more complexity, more moving parts, and the need to balance new implementations alongside ongoing service requests.

What sets this opportunity apart is the support.

You won’t be thrown into the deep end. You’ll receive direct mentorship and guidance from the Head of Wealth, Financial Planners, and Associates as you build confidence and develop into the role at the right pace.

• $75,000 – $85,000 + superannuation
• Annual Performance bonus up to 10% of base salary
• Hybrid working model — 2 days from home each week
• Modern CBD office near North Melbourne Station and Queen Victoria Markets
• Clear pathway into Financial Planning
• PY support and genuine internal progression opportunities
• Supportive, collaborative, and high-performing team culture

Apply Now!!! If you are passionate about financial services, enjoy working in a fast-paced client-focused environment, and are ready to take the next step in your career, we would love to hear from you. DONT MISS OUT!!!
Additional information

• Competitive Salary
• Hybrid Working
• Annual Bonus