Client Service Manager

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

A boutique financial planning firm in Martin Place is growing, and they need a Client Service Manager who knows their stuff and takes pride in doing the job well.

This is a role for a CSM who genuinely cares about the client experience, works well with advisers, and wants to plant roots somewhere that will grow with them.

What's on offer

Career development as the business expands

A portfolio of HNW and sophisticated clients

Low turnover, collaborative team

Modern office in the heart of Martin Place

What you'll be doing

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

What you bring

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 — not just ticking boxes

The firm has a strong reputation for quality advice and looks after its people. If you're a career CSM after a stable role in a premium environment, it's worth a conversation.