Client Service Manager - WFH 2 days a week

Cartwright Jones Pty Ltd
Sydney, NSW
A$90,000-$100,000 p/a + Super + Bonus + Benefits
Banking & Financial Services → Financial Planning
Full-time
Hybrid

Posted 1 day ago


Our client, a well-respected self-licensed high net worth financial planning practice in the bustling city of Sydney, is seeking a talented individual to join their team as a Client Service Manager.

With a focus on work-life balance and flexible working conditions, including the option to work from home, this role offers exceptional opportunities for career growth and development, including the potential to become a financial planner.

Key Responsibilities as a client service manager:

  • Ensure effective implementation of client plans
  • Prepare for meetings with clients
  • Keep client information up to date in their systems
  • Maintain strong client relationships
  • Schedule and manage client appointments

Qualifications and Skills:

  • Experience working in a financial planning practice. Ideally you will have 3-4 years experience as a CSM.
  • Passionate about client outcomes
  • Knowledge of financial planning processes
  • Strong communication and interpersonal skills
  • Attention to detail
  • Commitment to providing excellent client service

Our client offers a competitive salary of $90,000 - $100,000 + Super, flexible working conditions, and opportunities for professional growth.

If you're looking for a supportive and inclusive work environment where you can achieve your career goals, this may be the perfect opportunity for you.

Apply today or call James on 0451 831 861


About Cartwright Jones Pty Ltd

Sydney, NSW, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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