Client Services Manager

Client Services Manager | Sydney CBD

We are seeking an experienced Client Services Manager to join a professional services organisation and play a key role in delivering an exceptional client experience.

This role is focused on building strong, trusted relationships with clients and ensuring a high standard of service delivery. You will act as a key point of contact for clients, coordinating communication, managing service activities and ensuring client needs are proactively identified and supported.

The successful candidate will be highly organised, relationship-focused and confident engaging with clients through proactive, meaningful conversations.

Key Responsibilities

Client Relationship & Service Delivery

• Manage and maintain client engagement schedules, including key deadlines, service requirements and relationship touchpoints.

• Proactively coordinate client interactions to ensure services are delivered efficiently, consistently and in line with expectations.

• Prepare meeting agendas, coordinate appointments and ensure appropriate preparation is completed.

• Identify upcoming client needs, milestones, changes and opportunities.

• Maintain accurate client records and communication preferences within internal systems.

• Contribute to the ongoing improvement of client service processes and workflows.

• Act as a key point of contact for client enquiries, requests and communications.

• Develop a strong understanding of client circumstances to provide a personalised and proactive service experience.

• Take a relationship-first approach by prioritising conversations that build trust, provide clarity and strengthen client relationships.

• Coordinate preparation of client documentation, correspondence and required materials.

• Ensure all client communications are professional, timely and aligned with service standards.

• Support administrative processes including follow-ups, service tracking and coordination activities.

• Work closely with internal teams to coordinate client activity and support effective service delivery.

• Capture meeting outcomes, actions and opportunities to ensure appropriate follow-through.

• Coordinate workflow across teams to support efficient delivery of client commitments.

• Assist with client onboarding and transition processes.

• Collaborate with colleagues across the organisation to achieve shared goals.

• Ensure clients receive a consistent, high-quality service experience.

• Identify opportunities to enhance client satisfaction and improve service delivery.

• Proactively identify and address potential service issues or risks.

• Maintain high standards of professionalism, confidentiality and integrity.

• Continue developing knowledge of industry practices, systems and client needs.

About You

You will bring:

• A genuine interest in understanding clients and building long-term relationships.
• Strong interpersonal and communication skills.
• Confidence engaging with clients and stakeholders.
• A proactive, solutions-focused mindset.
• Strong organisational skills with excellent attention to detail.
• The ability to manage competing priorities and meet deadlines.
• A collaborative approach and willingness to contribute to team success.
• High standards of professionalism, discretion and integrity.

Experience

Essential:

• Minimum of 2 years’ experience in a client-facing role within professional services, accounting or a related industry.

• Excellent verbal and written communication skills.

• Professional and confident telephone manner.

• Intermediate to advanced Microsoft Office skills.

• Ability to work independently, prioritise tasks and manage deadlines.

• Experience within professional services, accounting, financial services or a similar client-focused environment.

• Familiarity with client management systems and cloud-based platforms.

• Understanding of compliance processes, business structures or regulated environments.

• Qualifications or studies in Business Administration, Finance, Commerce or a related discipline.

This is an opportunity to join a professional and client-focused organisation where you will play an important role in strengthening relationships, enhancing client experiences and supporting a high-performing team.