Catalina Consultants is seeking a proactive Client Services Manager to join our Private Client Advisory team in a hybrid Sydney area role. You will support advisers and clients, coordinating administration across investments, insurance and superannuation, and deliver exceptional client service with precision and care.
We value relationships, clear communication and a curious mindset to resolve issues and improve processes, with opportunities for growth and long-term career development in a
Client Services Manager β Financial Planning (Hybrid) in Sydney employer: Catalina Consultants
Omnia Capital Partners (OCP) is an exceptional employer, offering a collaborative culture that prioritises professional development and meaningful client engagement. With a hybrid work environment, competitive remuneration, and comprehensive leave benefits, employees enjoy flexibility while being part of a team that values sound judgement and continuous learning. The opportunity to work closely with high-net-worth clients and senior decision-makers ensures that every team member can grow their career in a supportive and dynamic setting.