CSO/CSM — Path to Adviser with Mentoring & Growth

Berritta Consulting; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Career progression

Training & development

Job summary

Berritta Consulting in Sydney is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join its growing financial planning team. The role supports advisers and clients with a clear long-term career progression toward Adviser pathways.

You will participate in client meetings, manage communications, prepare documentation, and assist with implementation of advice. Experience in financial planning and CRM systems like Xplan is valued.

Qualifications

• Experience in a financial planning or wealth management environment.
• Exposure to CRM systems (e.g., Xplan).
• Strong communication and relationship-building skills.

Responsibilities

• Sitting in on client meetings and helping with strategy.
• Managing client communications and relationships.
• Preparing and processing client documentation.
• Assisting with implementation of advice recommendations.
• Liaising with product providers and external stakeholders.
• Managing review workflows and client meetings.
• Maintaining accurate client records and compliance requirements.
• Supporting advisers with day-to-day administration.
• Assisting with business operations and process improvements.

Skills

Client service

Communication

Relationship-building

Tools

Xplan

Job description

Berritta Consulting in Sydney is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join its growing financial planning team. The role supports advisers and clients with a clear long-term career progression toward Adviser pathways.

You will participate in client meetings, manage communications, prepare documentation, and assist with implementation of advice. Experience in financial planning and CRM systems like Xplan is valued.