Senior CSO/CSM — Trusted Client Relations & Support

Berritta Consulting; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

Berritta Consulting in Sydney is seeking an experienced Client Services Officer or Manager to join a growing financial planning team. You will own client service, administration and documentation to support advisers and ensure accurate advice implementation.

The right candidate will be a senior CSO/CSM who values long-term client relationships, coordinates workflows, and maintains compliant records while delivering exceptional service.

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 service focus

CRM experience

Relationship building

Attention to detail

Organisational skills

Prioritisation

Team collaboration

Tools

Xplan

Job description

Berritta Consulting in Sydney is seeking an experienced Client Services Officer or Manager to join a growing financial planning team. You will own client service, administration and documentation to support advisers and ensure accurate advice implementation.

The right candidate will be a senior CSO/CSM who values long-term client relationships, coordinates workflows, and maintains compliant records while delivering exceptional service.