Client Service Manager - Financial Planning, Flexible WFH

Advance Recruitment Partners; Brisbane; Hybrid; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Flexible work arrangements - 2 days Wf

Structured training and ongoing coachi

Career progression opportunities

Team-first culture

Low staff turnover

Job summary

Advance Recruitment Partners in Brisbane is seeking a Client Service Manager to own the client experience for a growing portfolio. You’ll work alongside a Financial Adviser, coordinating reviews, implementing recommendations and maintaining compliant records to deliver exceptional service.

This role suits someone who thrives in a structured environment, builds strong client relationships, and supports advisers in delivering high-quality financial guidance. Flexible work arrangements are offered.

Qualifications

• Previous experience as a Client Service Manager, Client Services Officer or Senior CSO within financial planning.
• Experience using Xplan (preferred).
• Excellent organisational and time management skills.
• High attention to detail and strong compliance awareness.
• Outstanding communication and relationship-building skills.
• A proactive mindset and genuine passion for helping clients.

Responsibilities

• Manage the end-to-end client service experience.
• Prepare and coordinate client review meetings.
• Implement financial advice recommendations.
• Liaise with clients, product providers and internal stakeholders.
• Maintain accurate client records and documentation.
• Ensure ongoing service requirements are delivered efficiently.
• Build trusted relationships with clients and support advisers in delivering an outstanding advice experience.

Skills

Client service management

Financial planning

Relationship building

Communication

Organisational skills

Tools

Xplan

Job description

Advance Recruitment Partners in Brisbane is seeking a Client Service Manager to own the client experience for a growing portfolio. You’ll work alongside a Financial Adviser, coordinating reviews, implementing recommendations and maintaining compliant records to deliver exceptional service.

This role suits someone who thrives in a structured environment, builds strong client relationships, and supports advisers in delivering high-quality financial guidance. Flexible work arrangements are offered.