Are you an experienced Client Service Manager looking to join one of Brisbane's most respected financial planning firms?
Our client is entering an exciting period of growth and are looking for a professional, client-focused Client Service Manager to play a key role in delivering an exceptional experience to their clients.
Unlike many advice businesses, this business has built a highly regarded reputation by focusing on long-term relationships, quality advice and creating a great workplace for its people.
With an engaged client base, structured processes and a collaborative team culture, this is an opportunity to join a business where your contribution is genuinely valued.
The Opportunity - Working alongside a Financial Adviser, you'll take ownership of the client experience for a portfolio of approximately ******* clients, ensuring every interaction is delivered with professionalism, efficiency and care.
This is a role for someone who enjoys building relationships, thrives in a structured environment and takes pride in delivering exceptional service.
Key Responsibilities
Manage the end-to-end client service experience
Prepare and coordinate client review meetings
Implement financial advice recommendations
Liaise with clients,



product providers and internal stakeholders
Maintain accurate client records and documentation
Ensure ongoing service requirements are delivered efficiently
Build trusted relationships with clients and support advisers in delivering an outstanding advice experience
About You
Previous experience as a Client Service Manager, Client Services Officer or Senior CSO within financial planning
Experience using Xplan (preferred)
Excellent organisational and time management skills
High attention to detail and strong compliance awareness
Outstanding communication and relationship-building skills
A proactive mindset and genuine passion for helping clients
Why join?
Competitive salary of $100,000 - $120,000 (inclusive of super) depending on experience
Modern Brisbane CBD offices
Flexible work arrangements
Structured training and ongoing coaching
Supportive, team-first culture
A business with historically low staff turnover
Explicit career progression opportunities as the business continues to grow
The opportunity to work with engaged clients who genuinely value professional advice
#J-*****-Ljbffr

📌 Financial Planning (Brisbane)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Brisbane