We are a dynamic and growing financial planning business based in Brighton-Le-Sands with an office in Balmain and we’re on the lookout for an experienced Customer Service Manager to join our high-performing team.

About the Role:

As our Customer Service Manager, you will play a key role in delivering a first-class client experience. You’ll be involved in every step of the client journey — from implementation to reviews and ongoing service — working closely with our Financial Advisers and Support Team.

This is a fast-paced, client-first environment where attention to detail, initiative, and excellent organisation skills are key to success.

Key Responsibilities:

Work directly with our Financial Advisers to ensure seamless client outcomes

Play a leading role in managing workflow with other members of the support team

Implement superannuation, investment, and insurance applications across multiple platforms including but not limited to, HUB24, North, Macquarie, Zurich, TAL, NEOS

Liaise directly with clients, super funds, product providers, accountants, and solicitors to implement client advice.

Manage ongoing servicing for clients including preparation of client reviews

Maintain accurate and timely client records in CRM (FIN365) and documentation systems (SharePoint)

Continuously seek to improve processes and enhance client satisfaction

Requirements:

Minimum 5 years’ experience in a financial planning / wealth management role

Strong knowledge of superannuation, investments, and insurance products

Experience in SMSF implementation is preferred

Excellent communication and interpersonal skills

High level of accuracy and attention to detail

Proven ability to work autonomously and manage competing priorities

Confident with Microsoft 365 (Outlook, Word, Excel, Teams, etc.)

Experience with financial planning platforms is highly regarded

What We Offer:

Supportive team culture in a boutique and innovative practice

Strong focus on team events and activities

A meaningful role where you’ll make a difference in clients’ lives

Opportunities for professional growth and development

Convenient location in Brighton-Le-Sands near the beach and local cafes

Car parking beneath our building is provided

Ready to take the next step in your career?
Apply now with your resume and a brief cover letter outlining why you're the perfect fit for our team.