This is a Senior Client Service Manager role in the financial services sector, responsible for managing client and adviser office workflow using Todoist and implementing recommended strategies. You will communicate with existing and new clients and third parties to coordinate reviews and meetings.

Key responsibilities

Check for new bookings and task team for file notes

Check emails and reply to clients and third parties as needed

Save email correspondence with clients and advisers where relevant

Conduct detailed checks and updates of workflow program (Todoist) and update team during workflow meetings

Create Todoist cards for review clients a month before meetings and share with team members

Prepare and send Ongoing Service Agreements and invoices, ensuring all agreements are signed on time and sent to HQ





Send Review Packs to clients and assist them in booking meetings

Audit review client folders and create tasks to collect new documents

Check and update expired binding nominations on client FSS accounts and KYC on client Fiducian Investment accounts

Email prospects booking information and online form links, and facilitate first consult booking

About you

At least 5 years experience in the financial services sector

Ability to manage client and adviser office workflow

Strong communication skills with existing and current clients and third parties

Proficiency with task management and CRM systems

Attention to detail and compliance awareness

📌 Senior Client Service Manager (Sydney)
🏢 Fiducian Financial Services
📍 Sydney