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