Cartwright Jones is seeking a Client Service Manager to lead and optimise the client experience in a premium financial planning environment. You will work closely with advisers, manage end-to-end client service for a high-net-worth portfolio, and ensure onboarding and ongoing service excellence.
With a focus on process improvements and a collaborative culture, this role offers career development as the business grows and the opportunity to plant roots in a modern Martin Place office.
Client Experience Manager – Boutique Financial Planning in Sydney employer: Cartwright Jones
Join a leading self-licensed boutique practice in the heart of Sydney CBD, where you will play a pivotal role as a Practice Manager within a supportive team of 25. With a strong emphasis on professional development and a collaborative work culture, this position offers you the chance to influence the practice's operations while enjoying the convenience of being next to Wynyard train station. Experience a rewarding career with a company renowned for its exceptional independent advice and commitment to employee growth.
