Client Services Leader (CSO/CSM) - Financial Planning

Work Initiatives; Maitland; On-site; AUD 65,000 - 95,000; Full time

Job summary

Work Initiatives and a well-established financial planning firm seek an experienced Client Services Officer (CSO) or Client Services Manager (CSM) to join their team in Maitland, NSW. The role focuses on delivering high-quality client service and supporting Financial Advisers throughout the advice process.

This opportunity suits a career CSO/CSM who values long-term client relationships, accuracy, and collaborative teamwork, with no expectation to progress into advising.

Qualifications

• Experience as CSO/Senior CSO/CSM or Adviser Support
• Strong knowledge of the financial planning advice and implementation process
• Experience using Xplan or a similar CRM
• Excellent client communication and relationship-building skills
• Strong attention to detail and organisational capabilities
• Confidence managing competing priorities and workflows
• A proactive, reliable and team-focused approach
• A genuine desire to remain within client services rather than pursue an Adviser pathway

Responsibilities

• Managing client communications and acting as a key point of contact
• Building strong, long-term relationships with clients
• Managing client review processes and meeting preparation
• Preparing and processing client documentation
• Implementing advice recommendations
• Liaising with platforms, product providers and external stakeholders
• Managing applications, transfers, rollovers and ongoing transactions
• Maintaining accurate client records and compliance documentation
• Managing adviser workflows and follow-up actions
• Ensuring clients are kept informed throughout the advice process
• Supporting improvements to internal processes and client service

Skills

Client communication

Relationship-building

Attention to detail

Organisational skills

Prioritisation

Teamwork

Tools

Xplan

Job description

Work Initiatives and a well-established financial planning firm seek an experienced Client Services Officer (CSO) or Client Services Manager (CSM) to join their team in Maitland, NSW. The role focuses on delivering high-quality client service and supporting Financial Advisers throughout the advice process.

This opportunity suits a career CSO/CSM who values long-term client relationships, accuracy, and collaborative teamwork, with no expectation to progress into advising.