Financial planning Client Service Manager

3 days ago

Sydney, New South Wales, Australia Delta Financial Grouo Full time $90,000 - $120,000 per year

3 years minimum experience working for Financial Advisers - those without this experience need not apply

Client Service Manager – Boutique Financial Planning Firm

Sydney CBD + Hybrid Flexibility | Full-time

Perks & Benefits That Set Us Apart

Career progression towards General Manager and Associate Adviser

1-1 Career Mentoring from our CEO, GM & CSM

Modern CBD Office + Hybrid Flexibility

Up to 6 Weeks Annual Leave

End of Year Bonus

Work side-by-side with experienced financial advisers. Be intimately involved in every client journey. Grow fast in a boutique firm where your impact is visible every day.

About Delta Financial Group

We're not your typical financial services firm. We're a boutique, high-touch wealth advisory business based in Sydney CBD, specialising in comprehensive retirement and investment strategies for high-income professionals.

At Delta, you'll work closely with our CEO, GM and CSM. You won't be stuck in the back office — you'll be right at the heart of every client relationship, helping deliver extensive advice across investment management, super, tax structuring, personal insurance, and more.

About the Role

We're looking for an experienced Client Service Manager with at least 3 years of experience working in a financial advisory firm —someone who thrives in a fast-paced, client-first environment. You'll be integral in managing the full lifecycle of client experiences — from onboarding to ongoing support — while working shoulder to shoulder with our advisers and support team on the front line.

This role offers significant responsibility, exposure, and growth, perfect for someone ready to take their career in financial services to the next level.

Key Responsibilities

  • Be involved in every aspect of the client journey, ensuring smooth, professional, and proactive service.
  • Liaise directly with clients, super funds, product providers, accountants, and solicitors to coordinate advice implementation.
  • Own all client admin: onboarding, data management, document prep, compliance, and follow-ups.
  • Collaborate daily with our advisers to ensure seamless client outcomes.
  • Track service delivery and proactively identify ways to improve client satisfaction.
  • Support and coach junior team members within the group.

What You'll Bring

  • Minimum 3 years of experience as CSM working in a financial advisory firm.
  • Strong understanding of advice implementation processes and platforms (Xplan, Microsoft etc).
  • Outstanding organisational and communication skills.
  • A proactive, solutions-focused mindset — you spot problems before they arise.
  • Ability to prioritise and thrive in a growing, dynamic business.
  • Relevant qualifications in financial services, business, or client management are highly regarded.

Why Join Us?

  • Work directly with our CEO, GM and CSM.
  • Real career development into General Manager and Associate Adviser positions in a high-growth firm.
  • Exposure to complex, strategic advice and high-value clients.
  • Supportive, collaborative culture with mentorship built-in.
  • Boutique firm with big vision — your work will matter.

How to Apply

Please send us a video introduction along with your resume and cover letter to  Explain why you'd be a great fit for the team.

3 years minimum experience as CSM working for Financial Advisers - those without this experience need not apply. Only those selected for the next stage will be contacted.

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