Job Description

The Andersen Partnership has been exclusively engaged to recruit an exceptional Client Service Manager for a rapidly expanding, highly structured advice practice in Brisbane.

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Unlike traditional advice models, this business operates with an impressive, dedicated support infrastructure:

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- 12 Advisers supported by 9 CSMs, a Paraplanner, 6 BDMs, a dedicated Accountant, a Mortgage & Finance Broker, and an established Management Team.
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- Clear growth trajectory: Adding 100+ high-value clients annually, providing immense stability and long-term career security.
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- With an engaged, mature client base, structured workflows, and a deeply collaborative team culture, this is an environment where high-calibre CSMs genuinely thrive.
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The Role:

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You will take ownership of the client experience as the true face of the business. In this environment, the CSM is often the primary, trusted point of contact for clients.

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This role requires a strong, relationship-focused approach. If you take pride in traditional service, exceptional presentation, and building long-standing rapport with mature clients who value reliability, this is the ideal home for your career.

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Key Responsibilities:

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- Manage the Review & Ongoing Service Process: Drive the ongoing review schedule and ensure Opt-In / Annual Service Agreements and fee consent requirements (OTA) are handled seamlessly.
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- Pre & Post-Meeting Coordination: Prepare comprehensive meeting packs,



gather key client data, and execute all follow-up action items efficiently post-meeting.
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- Implementation of Advice: Oversee and execute advice recommendations end-to-end, liaising directly with product providers, platforms, and clients.
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- Client Relationship Management: Act as the primary, polished point of contact—providing clear, consistent, and proactive communication.
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About You:

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We are seeking an experienced professional who views Client Services as a long-term, rewarding career path.

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Ideally, you bring:

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- 3-5+ years of experience as a Client Service Manager or Senior CSO within financial planning.
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- A polished, professional, and presentable persona with exceptional phone etiquette.
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- A traditional, relationship-driven approach to client care
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- High attention to detail, strong compliance awareness, and a track record of reliability.
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- Strong organizational skills and the ability to thrive within structured admin workflows.
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What's on Offer?

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- Salary Package: $100k incl. super.
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- Stability: Join a highly profitable, structured firm with a strong growth engine (adding 100+ clients/year).
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- Great Culture: Direct report to a supportive leader within a well-resourced, cooperative firm.
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How to Apply:

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To express your interest in this opportunity, please apply directly or send your CV across to the following email.

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📌 Client Services Manager (Queensland)
🏢 The Andersen Partnership
📍 Queensland