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 ResponsibilitiesManage the end-to-end client service experiencePrepare and coordinate client review meetingsImplement financial advice recommendationsLiaise with clients,



product providers and internal stakeholdersMaintain accurate client records and documentationEnsure ongoing service requirements are delivered efficientlyBuild trusted relationships with clients and support advisers in delivering an outstanding advice experienceAbout YouPrevious experience as a Client Service Manager, Client Services Officer or Senior CSO within financial planningExperience using Xplan (preferred)Excellent organisational and time management skillsHigh attention to detail and strong compliance awarenessOutstanding communication and relationship-building skillsA proactive mindset and genuine passion for helping clientsWhy join?
Market-competitive salary of $100,000 - $120,000 (inclusive of super) depending on experienceModern Brisbane CBD officesFlexible work arrangementsStructured training and ongoing coachingSupportive, team-first cultureA business with historically low staff turnoverClear career progression opportunities as the business continues to growThe opportunity to work with engaged clients who genuinely value professional advice
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📌 Financial Planning (Brisbane)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Brisbane