Join a highly respected private wealth firm with offices in Mosman and Sydney CBD. Help deliver financial advice, manage client workflows, and thrive in a detail-driven environment.

• Be part of a supportive, professional team at a leading wealth management firm
• Use your Xplan and platform knowledge in a values-led firm focused on excellence
• Dedicated to creating an engaging, supportive, and high-performing team environment

Join Minchin Moore, a leading private wealth firm, as a Client Services Manager and bring your expertise to a highly regarded, values-driven organisation known for its exceptional culture, professionalism, and commitment to excellence.

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. 

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 3 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) 

About Minchin Moore:   Minchin Moore is an independent, privately owned wealth management firm focused on delivering clear, intelligent, and highly personalised financial advice. With offices across Australia, we work with successful individuals and families to grow, preserve, and transfer wealth across generations.    Our advisory approach is grounded in evidence-based investment principles and long-term strategy. We believe in simplifying complexity for our clients and building relationships founded on trust, transparency, and shared values.  

Apply now:   If you’re an experienced and motivated client services professional looking to make a long-term meaningful contribution within a respected and supportive firm, we’d love to hear from you.