Description

There's a difference between a Client Service Manager who ticks boxes and one who builds relationships clients remember. If you're the second kind the one clients ask for by name, the one advisers trust to have everything sorted before they even ask this role was built for you.The setupForget high-volume churn. This boutique Martin Place practice runs a tight, curated book of high-net-worth and sophisticated clients. Fewer files. Deeper relationships. Actual time to do the job right.You won't be sitting behind the advisers you'll be working alongside them. Advice prep, implementation, follow-up: you're in the room for all of it, not just cleaning up after.Why the good ones stayReal relationships. Long-term HNW clients you get to know properly, not process and forget.Recognition that isn't lip service. Advisers here say thank you and mean it.A workload built for quality, not quantity. No corner-cutting required.A team that doesn't churn. Low turnover speaks for itself.A seat at the table. Help shape how the firm operates as it grows not just follow the playbook.The package to match: $95k$100k + Super, WFH, a modern office right in Martin Place.What you'll ownEnd-to-end client service for a high-net-worth portfolioAdvice preparation, implementation and follow-up alongside advisersProvider liaison and preparation of ROAs and client documentationOnboarding that runs smoothly, every timeA genuine hand in refining processes as the business scalesWhat you'll bringProven experience as a Client Service Manager or Client Services Officer in financial planningSharp knowledge of advice processes, documentation and complianceCommunication skills that build trust, and an organized, self-starting approachA genuine care factor because this firm won't compromise on itThis is quality work, in a firm that knows what quality looks like. If that's the environment you want, let's talk.Apply now, or call James for a confidential chat on 04•• ••• 861.