Client Experience Manager

3 weeks ago


Sydney, New South Wales, Australia Finextra Wealth Full time

2 days ago Be among the first 25 applicants

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At Finextra Wealth, we believe that exceptional client experiences begin with empowered, supported, and inspired team members. We're on the lookout for a Client Experience Manager who thrives in a collaborative environment and is passionate about making a difference in clients' financial journeys.

About the Role

We're Hiring: Client Experience Manager

Location: Sydney CBD | Industry: Financial Services

At Finextra Wealth, we believe that exceptional client experiences begin with empowered, supported, and inspired team members. We're on the lookout for a Client Experience Manager who thrives in a collaborative environment and is passionate about making a difference in clients' financial journeys.

About the Role

As a key member of our team, you'll: Lead client onboarding and support throughout their lifecycle

Collaborate with advisers to ensure data accuracy and seamless communication

Drive improvements in processes, compliance, and service delivery

Be a trusted point of contact for clients, partners, and internal teams

What We Value

At Finextra Wealth, our culture is built on: Collaboration – We work as one team, sharing knowledge and supporting each other

Innovation – We embrace technology and continuous improvement

Integrity – We do what's right for our clients and each other

Growth – We invest in personal and professional development

Client-Centricity – Every decision we make is with the client in mind

About You

You're someone who is: Proactive and detail-oriented

A strong communicator with excellent interpersonal skills

Tech-savvy and adaptable

Experienced in financial services (desirable but not essential)

Why Join Us?

Be part of a forward-thinking, values-driven team

Make a real impact on client outcomes and business success

Enjoy a supportive environment that encourages learning and growth

Interested or know someone who'd be a great fit? Let's connect

Seniority level
  • Seniority levelEntry level
Employment type
  • Employment typeFull-time
Job function
  • Job functionBusiness Development and Sales

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