A boutique financial planning firm in Martin Place is growing, and they need a Client Service Manager who knows their stuff and takes pride in doing the job well.

This is a role for a CSM who genuinely cares about the client experience, works well with advisers, and wants to plant roots somewhere that will grow with them.

What's on offer
$90k–$110k + Super depending on experience
Career development as the business expands
A portfolio of HNW and sophisticated clients
Low turnover, team-oriented team
Modern office in the heart of Martin Place

What you'll be doing
Managing end-to-end client service across a HNW client portfolio
Supporting advisers with advice preparation, implementation and follow-up
Handling provider liaisons, ROA prep and client documentation
Delivering smooth onboarding and a consistent,



high-quality service experience
Contributing to process improvement as the firm scales

What you bring
Solid experience as a CSM or Client Services Officer in financial planning
Good working knowledge of industry processes, documentation and compliance
Robust communication skills and an organised, proactive approach
A genuine interest in client care — not just ticking boxes

The firm has a robust reputation for quality advice and looks after its people. If you're a career CSM after a stable role in a premium environment, it's worth a conversation.

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

📌 Client Service Manager Sydney (Australia)
🏢 Cartwright Jones
📍 Australia