Senior Client Service Manager – Financial Planning | Fully Remote | $95K–$115K + Super You’re an experienced CSM who knows your way around North, keeps things organised, and makes sure advisers have everything they need before a meeting. Clients ask for you by name. Now imagine doing that from home, in a practice that’s well run and appreciates what you do. A well-established, growing financial planning firm is looking for an experienced Senior Client Service Manager to join the team, fully remote. An active practice that’s well run The firm looks after a large, engaged client base, so there’s plenty of variety and you’ll never be bored. Good systems and streamlined processes keep the work flowing smoothly and keep days predictable. You’ll be the main point of contact for your clients and work closely with the advisers on advice preparation, implementation and follow-up. The advisers see their CSMs as a key part of the advice process. Your experience is respected and your ideas are welcome. What’s in it for you
- Fully remote: your home office and your routine, with no commute
- $95K–$120K plus super, reflecting your experience
- Well-organised systems and processes that make the work run smoothly
- Variety: an engaged, active client base that keeps the role engaging
- Advisers who value you: a real voice in how client service is delivered
- Room to shape things: help improve processes as the firm grows
- Stability:



an established firm with long-term opportunity What you’ll be doing
- Managing end-to-end client service across your client base
- Working with advisers on advice preparation, implementation and follow-up
- Preparing ROAs and client documentation, and liaising with providers
- Managing transactions and administration on the North platform
- Coordinating annual reviews and ongoing fee arrangement renewals
- Onboarding new clients and keeping service standards high
- Sharing ideas to refine processes as the business grows What you’ll bring
- 5+ years’ experience as a Client Service Manager or Client Services Officer in financial planning
- Hands-on North platform experience (essential)
- Strong knowledge of advice processes, documentation and compliance
- Excellent organisation and the ability to manage your own workload
- Self-motivation and confidence working remotely
- Clear, warm communication with clients and advisers Why make the move? Fully remote senior CSM roles with an established firm don’t come up often. Here you get the flexibility of working from home, a well-run practice and advisers who value your experience. If that sounds like the next step for you, let’s talk. All enquiries are handled in complete confidence. Apply now via SEEK, or call James on [0451 831 861](tel:0451 831 861) for a confidential chat.

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