Advance Recruitment Partners – Sydney CBD NSW
Client Service Officer / Client Service Manager
Excellent Salary Packages | Negotiable Based on Experience
Client Service Officer / Client Service Manager
CBD | Financial Planning & Wealth Management
Excellent Salary Packages | Negotiable Based on Experience
Career CSO/CSM Opportunities
Are you an experienced Client Service professional who genuinely enjoys working with Financial Planners, Clients and Implementating Advice?
PLEASE READ THE JOB DESCRIPTION CAREFULLY - MUST HAVE FINANCIAL PLANNING / IMPLEMENTATION BACKGROUND
Due to growth - We are partnering with a highly regarded, established Financial Planning practice in the Sydney CBD that is looking to appoint experienced Client Service Officers and Client Service Managers to its growing team.
These opportunities are specifically suited to career CSOs and CSMs who enjoy being an integral part of the advice process and want to continue developing their expertise within client service, implementation and advice support.
This is not a Professional Year or pathway-to-Adviser opportunity.
Unless you can commit to 3 years as a CSO/CSM.The Opportunity Working closely with experienced Financial Advisers, you will play an important role in managing the advice and implementation process and ensuring clients receive an exceptional level of service.
Depending on your level of experience, your responsibilities may include:
Working closely with Financial Advisers on a daily basis
Managing the advice implementation process from start to finish
Preparing and processing advice documentation




Coordinating SOAs and ROAs and managing implementation requirements
Implementing superannuation, investment and retirement strategies
Managing personal insurance applications, underwriting and implementation
Processing investment transactions, contributions, rollovers and withdrawals
Liaising with platforms, fund managers, insurers and other product providers
Preparing client review documentation and managing review workflows
Building solid, professional relationships with clients
Ensuring every stage of the advice process is completed accurately and on time
Who We Are Looking - people who have experience within an Australian Financial Planning practice, can Implement advice, interrupt SOAs/ROAS and support financial plannersand who see Client Service as a genuine long-term career.
You may currently be working as a:
Client Service Officer | Senior CSO | Client Service Manager | Advice Support Officer | Implementation Officer
Essential experience:
Previous experience supporting Financial Advisers
Strong understanding of the financial advice process
Hands-on implementation experience
Exposure to superannuation, investments and personal insurance
Experience working with SOAs and ROAs
Strong attention to detail and organisational skills
The ability to manage multiple client cases and priorities
Excellent salary packages are available and will be reflective of your experience and capability.
If you are great at Client Service, implementation and supporting Advisers, we want to hear from you.
All enquiries will be treated in the strictest confidence.
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📌 Client Services Officer / Manager X 3 (New South Wales)
🏢 Advance Recruitment Partners
📍 New South Wales