At Smyth Financial, we’re not your average finance brokerage — and we’re not looking for your average team member.

We’re growing fast, and we’re on the hunt for a Client Services Manager to take the lead in building relationships, driving client engagement, and spotting new opportunities from the moment a deal settles.

This role isn’t about pushing paper — it’s about connecting with people, picking up the phone, having meaningful conversations, and being the kind of person clients remember for all the right reasons.

Here’s what you’ll be doing:

Welcoming new clients post-settlement with a personal touch — calls, welcome packs, and check-ins

Building genuine client relationships and spotting trigger points for future business

Managing follow-ups, birthday calls, CRM entries, and email workflows

Taking inbound calls and resolving client needs or directing to the right team member

Organising quarterly client and referral partner functions

Creating client engagement opportunities through content, calls, and events

Supporting the team by generating repeat and referral business

We’re looking for someone who:

Loves the phone – you thrive on conversations and connection

Has a confident, positive outlook and an "above the line" mindset

Can dive into personal conversations without ever sounding intrusive

Talks to checkout staff, starts conversations on planes, and always finds common ground (you know who you are…)

Has a great feel for sales — especially B2B — and is motivated by results

Is comfortable on camera and excited to contribute to our client-facing content

Has long-term ambition — we’re building career pathways here, not just jobs

Why join Smyth Financial?

We’re a boutique brokerage with a big vision and even bigger energy. We punch well above our weight, have a stellar reputation in the industry, and are serious about both client outcomes and team success.

You’ll work in a supportive, high-performance environment where relationships matter, initiative is rewarded, and we have a laugh along the way.

How to apply:

We don’t want a generic application. We want to get to know you — the real you. So, to apply:

Submit your resume

Include a cover letter explaining why you’re a great fit

Send us a 3-minute video telling us something interesting about yourself — it doesn’t have to be work-related!

We want to see your personality and how you connect.

(Phone camera is fine — this isn’t a Hollywood production.)

We will NOT be accepting applications unless they resume, cover letter and video.

Ready to build real client relationships, drive impact, and grow your career in a role that’s all about people?

Apply now — we’re excited to meet you.