Client Service Manager

vor 3 Wochen


Council of the City of Sydney, Österreich Cartwright Jones Vollzeit

Looking to step into a role where your career as a Client Service Manager is truly valued?This boutique financial planning firm in the heart of Martin Place is growing fast and they’re searching for a professional, driven CSM who takes pride in delivering outstanding experiences to sophisticated and high‑net‑worth clients. This is the perfect opportunity for someone who loves the CSM craft , thrives in a polished and client‑centric environment, and wants to be part of a supportive team with long‑term development pathways. Why You’ll Love this role as a Client Service Manager $90k–$110k + Super depending on experience 2 days WFH – flexibility that respects your work‑life balance Career development pathways as the business continues to expand Work with HNW and sophisticated clients in a high‑quality advice environment Supportive, collaborative team culture with low turnover Beautiful Martin Place office with modern systems and processes What You’ll Be Doing Managing end‑to‑end client service across a portfolio of HNW clients Supporting advisers with preparation, implementation, and follow‑up of advice Liaising with providers, preparing ROAs, managing client documentation Ensuring seamless onboarding and an exceptional ongoing service experience Contributing to continuous improvement as the firm scales What You Bring Solid experience as a Client Service Manager / Client Services Officer within financial planning Strong understanding of industry processes, documentation, and compliance Genuine passion for client care and delivering high‑quality service Professional communication, exceptional organisation, and a proactive mindset Someone who loves being the operational backbone of a great advice team Why This Firm? This is a boutique that values people , encourages ideas, and supports your growth. They have a reputation for quality advice, brilliant culture, and long‑term client relationships. As they scale, so do your opportunities. If you're a career CSM who wants a stable, respected role in a premium environment – this is the one. Apply Now If you're ready to take the next step, hit Apply or call James for a confidential chat on *** #J-18808-Ljbffr



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