Client Experience Manager – Boutique Financial Planning

Cartwright Jones; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Career development

Premium client portfolio

Collaborative team

Modern Martin Place offices

Job summary

Cartwright Jones is seeking a Client Service Manager to lead and optimise the client experience in a premium financial planning environment. You will work closely with advisers, manage end-to-end client service for a high-net-worth portfolio, and ensure onboarding and ongoing service excellence.

With a focus on process improvements and a collaborative culture, this role offers career development as the business grows and the opportunity to plant roots in a modern Martin Place office.

Qualifications

• Solid experience as a CSM or Client Services Officer in financial planning.
• Good working knowledge of industry processes, documentation and compliance.
• Strong communication skills and an organised, proactive approach.
• A genuine interest in client care.

Responsibilities

• Managing end-to-end client service across a HNW client portfolio.
• Supporting advisers with advice preparation, implementation and follow-up.
• Handling provider liaisons, ROA prep and client documentation.
• Delivering smooth onboarding and a consistent, high-quality service experience.
• Contributing to process improvement as the firm scales.

Skills

CSM / Client Services

Financial planning knowledge

Compliance knowledge

Strong communication

Organised / proactive

Job description

Cartwright Jones is seeking a Client Service Manager to lead and optimise the client experience in a premium financial planning environment. You will work closely with advisers, manage end-to-end client service for a high-net-worth portfolio, and ensure onboarding and ongoing service excellence.

With a focus on process improvements and a collaborative culture, this role offers career development as the business grows and the opportunity to plant roots in a modern Martin Place office.