🌟 Client Service Manager – Financial Services | Boutique Financial Planning Firm 🌟

📍 Sydney CBD | Full-time

Work side-by-side with experienced financial advisers. Be intimately involved in every client journey. Grow fast in a boutique firm where your impact is visible every day.

💼 Perks & Benefits That Set Us Apart

🔹Up to 6 Weeks Annual Leave

🔹Annual Company Retreats & Conferences

🔹Health & Fitness Memberships

🔹Career Mentoring & Growth

🔹Modern CBD Office + Hybrid Flexibility

🔹End-of-Year Bonus

About Delta Financial Group

We’re not your typical financial services firm. We’re a boutique, high-touch wealth advisory business based in Sydney CBD, specialising in comprehensive retirement and investment strategies for high-income professionals.

At Delta, you’ll work closely with our CEO and Associate Adviser. You won’t be stuck in the back office — you’ll be right at the heart of every client relationship, helping deliver extensive advice across investment management, super, tax structuring, personal insurance, and more.

About the Role

We’re looking for an experienced Client Service Manager with at least 3 years of experience in financial services and wealth management—someone who thrives in a fast-paced, client-first environment. You’ll be integral in managing the full lifecycle of client experiences — from onboarding to ongoing support — while working shoulder-to-shoulder with advisers on the front line.

This role offers significant responsibility, exposure, and growth, perfect for someone ready to take their career in financial services to the next level.

Key Responsibilities

Be involved in every aspect of the client journey, ensuring smooth, professional, and proactive service

Liaise directly with clients, super funds, product providers, accountants, and solicitors to coordinate advice implementation.

Own all client admin: onboarding, data management, document prep, compliance, and follow-ups.

Collaborate daily with our advisers to ensure seamless client outcomes

Track service delivery and proactively identify ways to improve client satisfaction

Support and coach junior team members within the group.

What You’ll Bring

Minimum 3 years of experience in client services within financial services and wealth management.

Strong understanding of advice implementation processes and platforms (Xplan, Microsoft etc)

Outstanding organisational and communication skills

A proactive, solutions-focused mindset — you spot problems before they arise

Ability to prioritise and thrive in a growing, dynamic business

Relevant qualifications in financial services, business, or client management are highly regarded

Why Join Us?

Work directly with our CEO and Associate Adviser

Real career development in a high-growth firm

Exposure to complex, strategic advice and high-value clients

Supportive, collaborative culture with mentorship built-in

Boutique firm with big vision — your work will matter

How to Apply

Please send us a video introduction along with your resume and cover letter to [email protected]. Explain why you’d be a great fit for the team.

We appreciate all applicants. Only those selected for the next stage will be contacted.