Client Services Manager | Private Wealth

North Sydney | High-end Private Wealth Practice | Flexible Working

If you’re an experienced Client Services professional who takes pride in doing things properly, working with great advisers and delivering an exceptional level of service to sophisticated clients this is a role worth exploring.

This is an opportunity to join a highly regarded, established private wealth practice in North Sydney that provides complex, strategic advice to a predominantly high-net-worth and ultra-high-net-worth client base.

The business is growing and evolving, and as a result, they are looking to add another experienced Client Services professional to their team.

What really stands out about this practice is the people. It is a genuinely warm, professional and supportive environment, led by a highly regarded Practice Principal who values their team and has created a culture where people enjoy coming to work.

The role Working closely with experienced Financial Advisers, you will play an integral role in managing the ongoing advice and service needs of clients.

Your responsibilities will include

- Managing client administration throughout the advice process
- Preparing and processing implementation documentation
- Managing superannuation, investment, pension and platform transactions
- Liaising with clients, advisers, product providers and other skilled stakeholders
- Coordinating reviews and ensuring all documentation is completed accurately and efficiently
- Maintaining client records, workflows and compliance requirements




- Providing a high level of ongoing service to a sophisticated private wealth client base

Who we're looking for This role will suit an experienced Financial Planning Client Services professional who already understands the advice process and can confidently operate within a high-quality advice setting.

You will ideally bring

- Solid experience within a financial planning / wealth management practice
- Strong knowledge of advice administration and implementation
- Excellent attention to detail and organisational skills
- Confidence communicating with clients and professional stakeholders
- A proactive, mature and collaborative approach
- A genuine commitment to delivering exceptional client service

This is perfect for a "Career CSM" it is not a PY opportunity. It is an excellent prospect for someone who genuinely enjoys Client Services and wants to build a long-term career within a quality private wealth environment.

Why consider this opportunity? The practice has recently entered an exciting new stage of growth, including new premises and becoming part of a broader network of high-quality advice practices.

You'll be joining an established, friendly team where your contribution will be valued, with flexibility around working arrangements and the potential to work from home 1–2 days per week.

If you're an experienced CSM who enjoys working with good people, sophisticated clients and advisers who genuinely value strong Client Services support, we'd love to hear from you.

Apply confidentially through Advance Recruitment Partners.

📌 Client Services Manager | Private Wealth Practice (North Sydney)
🏢 Advance Recruitment Partners Australia
📍 North Sydney