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
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.
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Client Service Manager 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.
