Description

Company Overview

At Watson Wealth, we’re not just a holistic wealth management firm — we’re a vibrant, close-knit team passionate about delivering an exceptional client experience. Since launching in 2016, we’ve grown into a dynamic business offering comprehensive support across three specialist divisions: Elliot Watson Financial Planning, Watson Mortgages, and Watson Legal.

What truly sets us apart is our people. We’ve built a connected, supportive workplace where collaboration comes naturally, wins are celebrated, and everyone is genuinely happy to help each other succeed. With award-nominated achievements, innovative systems, and a culture that values balance, growth, and a little fun along the way — this is a place where your work is valued and your career can thrive.

If you’re looking to join a team that lifts each other up, shares knowledge, and takes pride in making a real difference for clients — you’ll feel right at home here.

Exciting Opportunity

We have a fantastic opportunity for an experienced Client Service Manager to join our growing financial planning administration team. This is a key role at the heart of our client experience — supporting clients with care, precision, and professionalism while helping them feel confident and supported throughout their financial planning journey.

You’ll be joining a genuinely supportive team that’s collaborative, approachable, and always ready to lend a hand. If you enjoy working in a positive environment where people communicate openly, share ideas, and celebrate success together, this role is for you.

Location flexibility: This role is available full-time in our Maitland office, or fully remote for the right candidate.

What You’ll Do

Prepare documentation: prepare documents such as statements of advice, records of advice and annual review reports, as well as any associated implementation forms.
File management: ensure all signed client documents are saved to the file and labelled correctly.
Implementation of strategies: implement financial strategies outlined in the advice documentation such as superannuation rollovers, investment switches, rebalances, salary sacrifice arrangements, binding death benefit nominations, and insurance application lodgements and alternation such as insurance coverage increases or decreases. 
EOFY tasks: assist the advice team with end of financial year tasks such as contacting clients regarding personal superannuation contributions and completing notice of assessment forms for client sign off.
Client communication: keep clients informed regarding the implementation of their advice and proactively answer any administration questions they may have. Engage with the client to obtain any outstanding information or required signatures.
Provider follow up: proactively follow up with superfunds, insurance companies, accountants, solicitors and platform providers to understand the cause of any delays and how the delays can be overcome.
Insurance case management: manage the insurance claims process and regularly update the advice team and client.
Execution only: facilitate execution only requests by preparing the relevant documentation, seeking the relevant signatures and submitting the request to the provider. 
Compliance: ensure client files are maintained in accordance with compliance obligations.
About You

Strong financial planning knowledge: you’ll have demonstrated experience of 5-7 years within the financial planning industry and a strong understanding of superannuation (including SMSF), investments, insurance, retirement planning, and estate planning.
Proficiency in using XPLAN: you’ll have a solid understanding of XPLAN including using the software for client management, financial planning workflows, report generation, and record keeping.
Exceptional communication skills: you’ll have exceptional written and verbal communication skills with the ability to engage effectively with clients, colleagues, and stakeholders in a clear, concise and professional manner.
Meticulous attention to detail: you’ll ensure every “i” is dotted and every “t” is crossed, with client documentation and transactions completed with precision and accuracy.
Ability to prioritise work: you’ll effectively manage multiple tasks and deadlines, ensuring timely and efficient delivery of client services while maintaining high standards of quality.  
Self-motivated: you’ll have an inner drive to succeed and a hunger for kicking goals.
Integrity: you’ll exhibit integrity as it is part of your DNA.
Dedication: you’ll deliver on your commitments to clients.
Equal player: you’ll bring diverse strengths and perspectives to the team.
Why Watson Wealth

Workplace culture: Enjoy a professional and collaborative environment where you can contribute knowledge and ideas and learn from others.
Competitive salary: offering a rewarding remuneration package that reflects your skills, experience and contributions to the success of the team.
Family-owned values: Be part of a family-owned company that genuinely cares about its employees and clients. Experience the fulfillment of seeing firsthand the positive difference we make in the lives of our clients and their families.
Work-life balance: Achieve a healthy equilibrium between your personal and professional life.
Prestigious brand: Represent a renowned and respected name in the industry, celebrated for innovation, quality and client engagement.
Ready to Join Us?

If you’re excited to team our team as a Client Service Manager we’d love to hear from you. Apply now by submitting your resume and cover letter.

As part of the onboarding process, the successful candidate will be required to undergo background checks, including reference checks, police check, bankruptcy check, and work rights check, to ensure compliance with company policies.

We are currently accepting applications directly from candidates and do not require the support of recruitment agencies.

Please note that only shortlisted candidates will be contacted for further steps in the recruitment process. Thank you for your understanding.