There's a difference between a Client Service Manager who ticks boxes and one who builds relationships clients remember. If you're the second kind the one clients ask for by name, the one advisers trust to have everything sorted before they even ask this role was built for you.

The setup

Forget high-volume churn. This boutique Martin Place practice runs a tight, curated book of high-net-worth and sophisticated clients. Fewer files. Deeper relationships. Actual time to do the job right.

You won't be sitting behind the advisers you'll be working alongside them. Advice prep, implementation, follow-up: you're in the room for all of it, not just cleaning up after.

Why the valuable ones stay
Real relationships. Long-term HNW clients you get to know properly, not process and forget.
Recognition that isn't lip service. Advisers here say thank you and mean it.
A workload built for quality, not quantity. No corner-cutting required.
A team that doesn't churn. Low turnover speaks for itself.
A seat at the table. Help shape how the firm operates as it grows not just follow the playbook.




The package to match: $95k–$100k + Super, WFH, a up-to-date office right in Martin Place.

What you'll own
End-to-end client service for a high-net-worth portfolio
Advice preparation, implementation and follow-up alongside advisers
Provider liaison and preparation of ROAs and client documentation
Onboarding that runs smoothly, every time
A genuine hand in refining processes as the business scales

What you'll bring
Proven experience as a Client Service Manager or Client Services Officer in financial planning
Sharp knowledge of advice processes, documentation and compliance
Communication skills that build trust, and an organized, self-starting approach
A genuine care factor because this firm won't compromise on it

This is quality work, in a firm that knows what quality looks like. If that's the workplace you want, let's talk.

Apply now, or call James for a confidential chat on 04•• ••• 861.

📌 Client Service Manager Sydney
🏢 Cartwright Jones
📍 Sydney