The Business

This boutique financial planning firm is located in the heart of Sydney, servicing a high-net-worth client base with tailored, strategic advice. With a collaborative culture and a close-knit team, the firm offers a stable and supportive environment for someone who thrives on delivering a high standard of client care and operational excellence.

The Opportunity

Are you a detail-driven client service professional with experience in financial advice? This is your chance to join a premium, advice-led wealth firm where client experience is everything. Based in Sydney's CBD, this role offers the chance to partner closely with advisers and be a key player in the advice journey.

The Role

Working alongside advisers, partners, and other client service professionals, the Client Service Manager plays a pivotal role in ensuring clients receive timely, thorough, and high-quality service. Your day-to-day will involve:

• Coordinating advice implementation by working closely with advisers to manage the preparation, progression and delivery of advice documents, ensuring everything is accurate and delivered on time
• Owning the client review process, including preparing pre- and post-meeting materials, managing follow-ups, and helping ensure each review runs efficiently and professionally
• Managing client communication as a key point of contact, handling queries, updates and progress reports with clarity and care
• Supporting onboarding and discovery by assisting with suitability assessments, coordinating tasks and ensuring a seamless transition for new clients
• Maintaining CRM systems and client records, including accurate data entry, updates and consistent use of platforms like Xplan
• Handling calendar and meeting management, including booking appointments, managing adviser diaries and preparing supporting documentation
• Contributing to continuous improvement by suggesting workflow enhancements, supporting operational efficiency and engaging in ongoing professional development

About You

We’re looking for someone who is proactive, professional, and client-obsessed. Ideally, you will bring:

• Experience in a financial planning support or client services role, 3-5 years experience.
• Familiarity with financial advice systems (Xplan preferred)
• Strong written and verbal communication skills
• High attention to detail and solid time management
• Ability to manage competing priorities and meet deadlines
• A collaborative attitude and a desire to grow in the role and with the team

Desirable but not essential:

• Paraplanning experience
• Relevant tertiary qualifications/accreditations

What’s on Offer

• Competitive salary
• Full-time CBD office role in a premium location
• Supportive team and structured onboarding
• Focus on professional growth