Client Service Manager - Fully Remote

Client Service Manager | Financial Planning

Fully remote | Full-time permanent | Immediate start
An established financial planning business is seeking a highly experienced Client Service Manager to provide trusted, end-to-end support to one Senior Financial Adviser and coordinate workflow across a small client-service team.
This is a genuine remote onshore opportunity for someone who enjoys ownership, complex advice implementation and keeping a team organised. You’ll support a sophisticated client base, including business owners and clients with SMSFs, investment structures.  

The Opportunity

You’ll collaborate with one Senior Financial Adviser to manage a complex client portfolio of around 160 client groups. You’ll also coordinate workflow across the client-service team, with junior and outsourced support also available.  You will replace a retiring team member with a good transition allowing you to get a great understanding of your role.

Key Responsibilities

• Manage advice implementation
• Support complex matters including SMSFs and entity structures.
• Communicate with clients, providers, accountants and the Adviser.
• Maintain client records, documentation and workflows in Xplan and SharePoint.
• Assist with Centrelink-related administration where needed
• Run a weekly workflow meeting and help manage team capacity and priorities.

About You

• Proven financial-planning CSO or Client Service Manager experience.
• Strong Xplan skills and developing or confidence managing competing workflows.
• Experience with advice implementation and complex client structures.
• Clear, professional client communication and strong attention to detail.

What’s on offer

• Full-time, permanent and fully remote role.
• Flexibility around family and personal commitments.
• Market-aligned salary, based on experience.
• A senior role with genuine ownership and variety.

If you are an experienced financial-planning Client Service Manager looking to work remotely, have autonomy, dealing with some complexity in implementation and the opportunity to make a visible impact, apply now.