- Client-focused role supporting two Senior Advisers
- South Perth location | Up to $90K + Super
- Mentor junior CSMs and manage offshore workflows

The Company: This organisation has experienced significant growth and quickly established itself as one of Perth’s leading financial advisory firms. With a solid focus on client outcomes, they pride themselves on providing a highly personalised service.

The Role:

We are seeking an experienced Senior Client Service Manager to support two Senior Advisers and an Associate Adviser.

This is a highly client-focused role where you will manage day-to-day client relationships while mentoring the junior Client Service Managers within the team.

Your responsibilities will include

- Acting as the key point of contact for clients
- Managing ongoing client queries and requests
- Coordinating advice implementation
- Following up client documentation
- Managing workflow across the offshore support team




- Ensuring work is completed accurately and on time
- Preparing for client meetings and reviews
- Mentoring junior Client Service Managers

About You:

- Strong experience within Financial Planning, Advice or Wealth Management
- Excellent client service and relationship-building skills
- Confident managing offshore workflows
- Excellent interpersonal and communication skills
- Highly organised with strong attention to detail
- Xplan experience is highly regarded

The Benefits:

- South Perth location
- Paid study support
- Quarterly team social events
- Clear career pathways
- Salary up to $90,000 + Super

If you are an experienced Client Service Manager ready to step into a senior position, Stitch has you covered – APPLY NOW!

📌 Client Services Manager (South Perth)
🏢 Stitch Partners
📍 South Perth