Client Service Manager - Full time or Part Time
Cartwright Jones Pty Ltd
Posted 12 days ago
Our client is a close-knit team of passionate professionals dedicated to helping ambitious Australian families take control of their financial future. Known for their tailored strategies, practical advice, and warm approach, they’ve built a reputation for excellence and a workplace where collaboration, growth, and genuine enjoyment go hand-in-hand.
About the Role
As Client Services Manager, you’ll be the operational backbone of the business—leading an offshore support team, mentoring staff, improving systems, and ensuring every client interaction is seamless and professional. This is a hands-on role where you’ll balance leadership, compliance oversight, and workflow management, while playing a central part in delivering exceptional client outcomes.
What You’ll Do
Lead, coach, and empower the offshore client services team
Manage end-to-end implementation of complex advice cases
Oversee the preparation of SOAs and key client documents
Ensure client queries are handled promptly and thoughtfully
Maintain compliance with licensee and regulatory requirements
Drive process improvements and workflow enhancements
Run weekly team meetings and monthly training sessions
Provide operational support to Directors and collaborate across teams
What You’ll Bring
2+ years’ experience in client services within financial planning
Strong organisational skills with the ability to juggle competing priorities
A sharp eye for detail, accuracy, and accountability
Excellent communication skills and a solutions-driven mindset
A proactive, improvement-focused approach to your work
Why You’ll Love It
Collaborative, inclusive culture where your impact is valued
Clear opportunities to grow and advance your career
Flexible working arrangements to support balance
A modern, vibrant office with a team that enjoys social lunches, events, and conferences
How to Apply
If you’re a driven Client Services Manager who thrives in a supportive and forward-thinking environment, we’d love to hear from you.
Call James on 0451 831 861 or press Apply now
About Cartwright Jones Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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