Client Service Manager - Reception

• Be the Face of Shadforth Financial Group


• Work with a friendly, supportive Team


• Heart of Brisbane CBD 

Shadforth is one of Australia’s leading financial advisory firms, dedicated to fostering deep, meaningful relationships with clients to ensure their financial well-being and future security. With a legacy spanning 100 years, we are proud to be the largest fiduciary-certified firm in the country. Our award-winning brand operates 12 offices nationwide, supported by over 100 financial advisers and a team of 280 staff. 

At Shadforth, we are committed to upholding the highest standards of professionalism. We invest significantly in developing our people’s skills and offer not just jobs but rewarding careers. 

The opportunity to join our team 

The position of Client Service Manager (Reception) is an important role within Shadforth Financial Group as you are responsible for providing high quality client contact and professional administrative support to SFG management and all staff.

You will be the first person our clients meet so presentation, professionalism and a passion for customer service is key. This role will suit a professional who is enthusiastic about greeting clients and be able to operate in what can be a fast moving and dynamic industry, so you will need to be flexible and able to effectively deal with changes in the business and client needs as they arise. This role requires you to be present in the office on the days you work. 

Key Responsibilities: 

• Provide the highest quality pro-active support to Advisory staff relating to all aspects of Client contact and front of house/ reception


• Assume responsibility for all aspects of the office Reception function


• Create appropriate rapport with Clients and provide required support including offering and making of beverages


• Ensure reception area and meeting rooms are always in clean presentable state


• Assist with arrangement of functions, meetings, catering and appointments


• Manage incoming and outgoing mail correspondence and couriers as required


• Manage incoming and outgoing calls, including assistance for other states where required


• Assume responsibility for all aspects of utilities/facilities room/s including stocking of stationery items via Company’s main vendor


• Provide other operational support to management and operational staff


• Plan and organize self and others to ensure that work is completed efficiently


• Work and complete tasks in a self-directed fashion and with limited day to day management


• Ensure all office procedures relating to the role are up to date and maintained to the highest standard


• Exercise the highest standards of ethical and professional conduct including adherence to the highest levels of privacy and client confidentiality

What you will bring: 

• Proven office experience and the confidence to keep a busy reception environment running smoothly.


• Genuine enthusiasm, professionalism and integrity in every interaction.


• Exceptional communication skills, with the ability to connect positively and respectfully with people at all levels across the business.


• Strong technical capability, including fast, accurate typing and intermediate–advanced Microsoft Office skills preferred.


• Calm under pressure, with the ability to prioritise, multitask and meet deadlines with ease.


• A collaborative mindset, contributing to a supportive and high-performing team culture.


• Impeccable attention to detail, ensuring accuracy in every task, big or small.


• A proactive approach, taking ownership of your work and stepping up to drive tasks through to completion.


• Forward-thinking problem-solving skills, helping to streamline workflows and address any issues relating to reception / client service before they become challenges.

Make your move. Make your mark.  

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives  

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.  

Showing up for every Australian 

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.  

To Apply 

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team. 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.