Client Service Manager

1 week ago

Sydney, New South Wales, Australia The Andersen Partnership Full time $120,000 - $180,000 per year

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 OR call on

  • Senior Account Manager

    1 day ago

    Sydney, New South Wales, Australia Client Services Full time $120,000 - $150,000 per year

    Who we areWelcome to The Marketing Practice (tmp). We're not just an agency; we set the bar for advancing B2B marketing, armed with a global team of 300+ B2B specialists ready to unlock potential for our clients. They include incumbent leaders and some of most exciting and fast-growing unicorns in tech, working with them across the entire funnel to achieve...

  • Client Service Manager

    1 week ago

    Sydney, New South Wales, Australia Randstad - Banking & Financial Services Full time $80,000 - $120,000 per year

    Client Service Manager - Wealth ManagementAttractive salary packageStrong career growthWork life balanceSuccess begins here Join a reputable advice business and build your long term careerAbout the companyThis growing financial advice business based in CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is...

  • Client Service Manager

    2 weeks ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $100,000 - $120,000 per year

    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...

  • Client Service Manager

    1 week ago

    Sydney, New South Wales, Australia Randstad Australia Full time $80,000 - $120,000 per year

    Attractive salary packageStrong career growthWork life balanceSuccess begins here Join a reputable advice business and build your long term careerAbout The CompanyThis growing financial advice business based in CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial...

  • Client Service Manager

    5 days ago

    Sydney, New South Wales, Australia NOVA Entertainment Full time $90,000 - $120,000 per year

    ABOUT NOVA:NOVA Entertainment is Australia's fastest growing audio entertainment business, creating experiences loved and shared by audiences. NOVA Entertainment owns and operates the Nova Network, the most listened to metro network in Australia, which includes Nova 96.9 Sydney, Nova 100 Melbourne, Nova 106.9 Brisbane, Nova 919 Adelaide and Nova 93.7 Perth,...

  • Client Services Manager

    23 hours ago

    Sydney, New South Wales, Australia Walker Wayland NSW Full time $80,000 - $120,000 per year

    CBD Financial planning services management and delivery of promises for a small group of lovely HNW clients. Suit 3-4 days or 5 days school hrs. PM for details but experience in Financial Planning, systems, software and wrap platforms essential.

  • Client Services

    23 hours ago

    Sydney, New South Wales, Australia The Citco Group Limited Full time $120,000 - $180,000 per year

    The Citco group of companies (Citco) is a network of independent companies worldwide for over 70 years, all of which are leading providers of asset-servicing solutions to the global alternative investment industry. With $1.8+ trillion in AuA and operations across 36 countries with over 50 office locations.For decades, industry publications have recognized...

  • Client Services

    2 weeks ago

    Sydney, New South Wales, Australia Private Advertiser Full time $70,000 - $120,000 per year

    Are you reliable, highly organised, and passionate about delivering exceptional client service and administrative support? We're looking for a proactive and experienced professional to join our reputable and unique financial planning firm in a dual role that combines Client Service and Administrative Assistant responsibilities.This is a rare opportunity to...

  • Client Services

    6 days ago

    Sydney, New South Wales, Australia woolcottst Full time $70,000 - $135,000 per year

    Client Services & Sales Representative – Luxury Apparel | Sydney CBD$70–$80k Base + Uncapped Commissions | OTE $120k–$135k+Turn Conversations Into Premium Appointments with Sydney's Leading Custom TailorWoolcott St is Sydney's leading custom menswear brand — crafting bespoke suits, shirts, and wardrobes for top professionals across real estate, law,...

  • Client Services

    21 hours ago

    Sydney, New South Wales, Australia TKH Security | Park Assist Full time $60,000 - $80,000 per year

    About TKH SecurityPark Assist, now part of the TKH Security group, is a genuine Aussie start-up success story. Park Assist has become the parking industry's leading camera focused innovator with the most camera-based parking guidance installations in the world. Our technology helps our clients deliver world-leading parking experiences to their customers,...