Client Service Manager

A boutique financial planning firm in Martin Place is growing, and they need a Client Service Manager who knows their stuff and takes pride in doing the job well.

This is a role for a CSM who genuinely cares about the client experience, works well with advisers, and wants to plant roots somewhere that will grow with them.

What's on offer

• $90k–$110k + Super depending on experience

• Career development as the business expands

• A portfolio of HNW and sophisticated clients

• Low turnover, collaborative team

• Modern office in the heart of Martin Place

What you'll be doing

• Managing end-to-end client service across a HNW client portfolio
• Supporting advisers with advice preparation, implementation and follow-up
• Handling provider liaisons, ROA prep and client documentation
• Delivering smooth onboarding and a consistent, high-quality service experience
• Contributing to process improvement as the firm scales

What you bring

• Solid experience as a CSM or Client Services Officer in financial planning
• Good working knowledge of industry processes, documentation and compliance
• Strong communication skills and an organised, proactive approach
• A genuine interest in client care — not just ticking boxes

The firm has a strong reputation for quality advice and looks after its people. If you're a career CSM after a stable role in a premium environment, it's worth a conversation.

Apply now or call James for a confidential chat on [0451 831 861](tel:0451 831 861)