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

  • Client Service Manager

    2 weeks ago

    Sydney, New South Wales, Australia Profusion Full time $120,000 - $180,000 per year

    An established boutique wealth advisory firm is seeking a highly capable andexperienced Client Service Manager to join its dynamic team. This position offers the opportunity to work closely with senior financial advisers and contribute directly to the delivery of tailored financial strategies for high-net-worth individuals.The successful candidate will...

  • Client Services Manager

    2 weeks ago

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

    ** Employer of Choice - 10 Years in a Row , Google Performance Agency of the Year - 3 Years in a Row , Microsoft APAC Agency of the Year 2019, 2021, 2023, B&T Best Digital Services , 2X Gold Cannes in Cairns Crocodile Awards.**Why us?We are Resolution. An award winning, full service digital agency that delivers remarkable results. Our mission is simple, to...

  • Client Services Manager

    2 weeks ago

    Sydney, New South Wales, Australia Xplor Search Pty Ltd Full time $90,000 - $120,000 per year

    The Gig:Join a global technology brand with large scale, commercial clients across both public and private sectors. You'll play a key role in optimising the companies services to key customer accounts. Responsibilities:Manage strong, professional connections with clients to enhance business growth and expand outreach efforts.Establish clear communication...

  • Client Service Manager

    2 weeks ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $90,000 - $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

    2 weeks ago

    Sydney, New South Wales, Australia Ray White Lower North Shore Full time $60,000 - $80,000 per year

    The Ray White Lower North Shore Group are the area specialists operating on the Lower North Shore. Our company spans across a variety of departments including Residential Sales, Property Management, Projects & Developments, Retail & Commercial and Loan Market which all work seamlessly together to deliver a central and streamlined real estate solution for...

  • Client Service Manager

    4 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

    15 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

    1 week 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 Manager

    2 weeks ago

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

    ABOUT THE COMPANYLotus People are excited to partner with a boutique advisory firm, who is redefining what it means to work in wealth management. With offices across Australia and Asia, they combine a global mindset with a close-knit, collaborative culture. Their people thrive in a supportive environment where fresh ideas are encouraged, growth is...

  • Client Services

    12 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,...