Client Services Manager | Private Wealth Practice

Advance Recruitment Partners; North Sydney Council; Hybrid; AUD 85,000 - 120,000; Part time

Job summary

Advance Recruitment Partners in North Sydney is seeking a skilled Client Services Manager to support a high-net-worth private wealth practice. You will play a pivotal role in interpreting SOAs/ROAs and coordinating implementation with experienced Financial Advisers.

This role is ideal for someone with hands-on client services within a Financial Planning environment, able to manage the full lifecycle of advice implementation and ongoing administration, including CRM and compliance records, with

Qualifications

• Experience reading and interpreting Statements of Advice (SOAs) and Records of Advice (ROAs).
• Direct experience supporting Financial Planners / Advisers.
• Strong administration and workflow management skills.

Responsibilities

• Read and interpret SOAs/ROAs and coordinate implementation of advice.
• Process superannuation, pension, investment and platform transactions.
• Manage applications, rollovers, contributions and withdrawals.

Skills

SOA interpretation

ROA interpretation

Client services

Financial planning support

CRM management

Tools

CRM systems

Job description

Advance Recruitment Partners – North Sydney NSW

Client Services Manager | Private Wealth

North Sydney | High-end Private Wealth Practice | Part time or Full-time Position

Are you an experienced Financial Planning Client Services professional who already understands the advice process, can confidently interpret SOAs and ROAs, and knows what it takes to implement advice from start to finish?

If so, this is an opportunity to join an exceptional North Sydney private wealth practice working alongside highly experienced Financial Advisers and supporting a sophisticated high-net-worth and ultra-high-net-worth client base.

Previous experience working within a Financial Planning / Financial Advice practice is essential for this position.

This is not a general administration role. We are looking for someone who understands financial advice, has worked directly with Financial Planners and is already comfortable managing the implementation and ongoing administration that sits behind complex advice.

The opportunity

The practice is established, highly professional and continuing to grow, creating an opportunity for another experienced Client Services professional to join the team.

You'll work closely with experienced Financial Advisers and be responsible for ensuring advice is implemented accurately, efficiently and with the high level of service expected by the firm's clients. You'll be comfortable:

• Reading and interpreting Statements of Advice (SOAs) and Records of Advice (ROAs)
• Taking advice recommendations and coordinating their implementation
• Processing superannuation, pension, investment and platform transactions
• Managing applications, rollovers, contributions, withdrawals and investment changes
• Liaising directly with Financial Advisers regarding client strategies and implementation
• Managing client review preparation and follow-up actions
• Liaising with clients, platforms, fund managers and other professional stakeholders
• Maintaining accurate CRM, workflow and compliance records
• Following advice through from recommendation to completion

About you

To be considered, you will need previous hands-on experience in Client Services / Advice Support within a Financial Planning or Financial Advice practice.

You will understand the advice process and won't need to be taught the fundamentals of implementing financial advice.

Ideally, you'll bring:

• Previous experience supporting Financial Planners / Financial Advisers
• Practical experience implementing advice from SOAs and ROAs
• A sound understanding of superannuation, investments and advice platforms
• Strong administration and workflow management skills
• Excellent attention to detail
• Confidence communicating with sophisticated clients
• A proactive, professional and collaborative approach

This is perfect for a "Career CSM" it is not a PY opportunity. It is an excellent opportunity for someone who genuinely enjoys Client Services and wants to build a long-term career within a quality private wealth environment.

Why consider this opportunity? The practice has recently entered an exciting new stage of growth, including new premises and becoming part of a broader network of high-quality advice practices.

You'll be joining an established, friendly team where your contribution will be valued, with flexibility around working arrangements and the potential to work from home 1–2 days per week.

If you're an experienced CSM who enjoys working with good people, sophisticated clients and advisers who genuinely value strong Client Services support, we'd love to hear from you.