The Andersen Partnership are delighted to be working with a leading Wealth Management firm to recruit a new Client Service Manager for their successful Sydney based team.

My client is dedicated to helping a range of clients grow and take control of their financial future. Built on a family company culture, celebrity feel customer service, and tailored strategic advice this is an excellent opportunity to join a growing and ambitious firm.

The Role

As Client Services Manager, you’ll serve as the operational cornerstone of the business, being the first client contact point and ensuring top-class professional client account management. This dynamic role combines leadership, compliance oversight, and workflow management, with a key focus on delivering outstanding client outcomes.

• Manage end-to-end implementation of complex advice cases
• Work directly with the company Director, helping with clients, including HNW and UHNW 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
• Provide operational support to Directors and collaborate across teams

The Role

• Partner with the company Director to support clients, including over 100+ HNW and UHNW client portfolios.
• Manage the creation of SOAs and essential client documentation.
• Work closely with the admin team, including the outsourced paraplanner.
• Ensure client inquiries are resolved swiftly and with precision.
• Maintain licensee and regulatory obligations.
• Optimise processes and streamline workflows.

The Person

• 2+ years’ experience in client services within a financial planning firm
• Strong attention to detail, organisational skills, with the ability to multitask
• A proactive and positive mindset
• Xplan exposure
• Strong communication skills with attention to detail, accuracy, and accountability

Offer

• CBD offices
• Family flexible firm, with WFH after probation
• Progression opportunities + top exposure to clients
• Market-leading package DOE
• Yearly bonus (paid out the last 6 years!!)
• Strong company culture

Get in touch for more information!
Please apply to this role directly, or feel free to reach out to Matthew Woods via
email / LinkedIn [email protected] OR call on 0489059810