Hybrid Client Services Manager - Wealth Planning

Navigate Wealth; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work options

Job summary

Navigate Wealth in Sydney is seeking a Client Services Manager to be the key contact for our high-value clients, coordinating service across super, investments, and insurance.

You will collaborate with a thoughtful team, leverage Adviser Logic, and enhance our CRM while ensuring compliance. This hybrid role offers growth into practice management as the firm expands, supporting work-life balance.

Qualifications

• Experience in client services within financial planning or wealth management.
• Strong communication and CRM skills.

Responsibilities

• Be the primary contact for high-value clients across super, investments, and insurance.
• Improve CRM usage and processes while ensuring regulatory compliance and supporting practice growth.

Job description

Navigate Wealth in Sydney is seeking a Client Services Manager to be the key contact for our high-value clients, driving service excellence and annual reviews across super, investments, and insurance in a small, client-centric practice.

You will work with a thoughtful team, leverage Adviser Logic, enhance our CRM, ensure compliance, and have room to grow into practice management as the firm expands, with hybrid work options to support work-life balance.