Ready to lead a team that puts clients first?
Join our Wealth division and take on a pivotal leadership role within our Client Services team. We’re looking for a Senior Client Services Manager who thrives on driving exceptional client outcomes, developing high-performing teams, and keeping operations running at their best. This role would ideally be based in Melbourne, however flexible dependent on the candidate.
This is a full-time opportunity for confident professional with proven leadership experience or strong leadership potential ready to make their mark in a fast-paced, client-focused environment. If you’re passionate about people, process, and performance, we’d love to hear from you.
Your role, your contribution!
- Lead and coach a client-facing team, managing workflow to ensure service levels and turnaround times are consistently met
- Deliver exceptional client service while meeting agreed service levels, turnaround timeframes, and quality standards
- Report on monthly on KPIs and team performance
- Manage staff development through training, feedback, and performance planning
- Build strong relationships with clients, Advisers, and internal stakeholders across Adviser Services and Product Services teams
- Ensure adherence to all policies, procedures, and compliance requirements including ISO 9001 standards
The benefits of joining us!
- Flexi-Friday – compressed work fortnight – every second Friday off
- Dynamic work environment – work from home and office
- Be part of a nationally connected team committed to making a real difference for clients and communities
- Get exclusive access to Findex Group products, including your yearly tax return
What you bring to the role:
- Proven experience in client services within financial services, wealth management, or a similar environment
- Demonstrated experience managing a team to capacity and consistently meeting performance benchmarks
- Advanced MS Office skills and hands-on experience with industry-specific software and platforms
- Sound knowledge of investment platforms and MDA models
- Certificate IV in Business Administration or a relevant industry qualification (tertiary qualifications advantageous & preferred)
- Exceptional communicator with the ability to engage and influence stakeholders at all levels
If this role sounds like a good fit - Apply now!
Our Impact: Why Findex?
At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.
For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.
For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.
For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference
For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Skills Required
- Proven experience in client services within financial services, wealth management, or similar.
- Experience managing a team to capacity and meeting performance benchmarks.
- Advanced MS Office skills and hands-on experience with industry-specific software and platforms.
- Knowledge of investment platforms and MDA models.
- Certificate IV in Business Administration or relevant industry qualification.
- Exceptional communication skills to engage and influence stakeholders.
What We Do
We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.
