Our client, a prestigious self-licensed financial planning practice specializing in high-net-worth clients, is looking for an exceptional Client Service Manager to join their thriving Sydney team.

This is an exciting opportunity to work in a dynamic environment with a strong focus on work-life balance. Enjoy flexible work arrangements, including the option to work from home, and take advantage of unparalleled career growth prospects—potentially stepping into a financial planner role in the future.

Key Responsibilities:

Drive the successful execution of client plans

Prepare for and support client meetings

Maintain up-to-date client information in systems

Build and nurture lasting client relationships

Efficiently manage client appointments and schedules

Qualifications and Skills:

3-4 years of experience in a financial planning practice, ideally in a Client Service Manager role

A genuine passion for delivering exceptional client outcomes

In-depth knowledge of financial planning processes

Strong communication and interpersonal skills

High attention to detail and a commitment to excellence

A dedication to providing outstanding client service

In return, our client offers a competitive salary package ranging from $90,000 - $105,000 + Super, flexible working conditions, and exciting career progression opportunities.

If you are looking to join a respected firm where your contributions are valued and your professional growth is supported, this is the perfect opportunity to take your career to the next level.

Apply today or reach out to James at 0451 831 861 for more information!