A national financial planning firm is seeking a confident and capable Senior Client Services Manager to join their high-performing Sydney team. This business is known for its deep specialisation in managing the financial affairs of individuals, families and not-for-profits, with a focus on research-backed investment advice, philanthropy, and long-term wealth stewardship.

The role is integral to ensuring the delivery of timely, compliant and exceptional service to clients. It is best suited to someone who thrives in a professional environment, values process and precision, and enjoys supporting the advice function.

What makes this opportunity different
This firm offers a genuinely collaborative structure, with no internal product bias and a flat hierarchy that ensures meaningful input across all levels. Advisers, investment professionals and client services work in close partnership to support clients across a broad range of needs, from investment and intergenerational planning to governance and charitable giving.

Employees benefit from a flexible working culture, access to market-leading investment thinking, and a clear commitment to diversity, development and inclusion.

Key responsibilities include

Supporting advisers in managing client relationships and overseeing end-to-end implementation of advice

Maintaining compliant and up-to-date client records, including file notes and meeting action items

Managing communications with clients and external stakeholders such as accountants and lawyers

Preparing advice documentation and regulatory forms including Investor Certificates, FDS and Renewal Notices

Coordinating meetings and overseeing proactive diary management for advisers

Managing fund transfers, applications, redemptions and associated investment administration tasks

About you

Previous experience in financial planning, ideally within a private wealth, family office or institutional advice setting

Strong written and verbal communication skills with a high level of attention to detail

Well organised, responsive and able to manage competing priorities

Familiar with advice platforms and portfolio systems

A natural collaborator who values being part of a close-knit team

What you can expect

A hybrid work environment with one day per week from home after probation

A values-led culture where integrity, collaboration and purpose are central

Access to the knowledge and mentorship of highly regarded industry professionals

A team that recognises and respects the value of client service as a career path

If you are a polished and experienced client services professional looking to join a firm with depth, integrity and industry leadership, we encourage you to apply.

Kiera Brown

Director, FS Recruitment

0409 598 111

[email protected]