Are you an experienced Client Service Manager looking to join one of Brisbane's most respected financial planning firms?
Our client is entering an exciting period of growth and are looking for a professional, client-focused Client Service Manager to play a key role in delivering an exceptional experience to their clients.
Unlike many advice businesses, this business has built a highly regarded reputation by focusing on long-term relationships, quality advice and creating a great workplace for its people. With an engaged client base, structured processes and a collaborative team culture, this is an opportunity to join a business where your contribution is genuinely valued.
The Chance - Working alongside a Financial Adviser, you'll take ownership of the client experience for a portfolio of approximately 100–120 clients, ensuring every interaction is delivered with professionalism, efficiency and care.
This is a role for someone who enjoys building relationships, thrives in a structured environment and takes pride in delivering exceptional service.
Key Responsibilities
- Manage the end-to-end client service experience.
- Prepare and coordinate client review meetings.
- Implement financial advice recommendations.
- Liaise with clients,
product providers and internal stakeholders.
- Maintain accurate client records and documentation.
- Ensure ongoing service requirements are delivered efficiently.
- Build trusted relationships with clients and support advisers in delivering an outstanding advice experience.
About You We're looking for someone who has:
- Previous experience as a Client Service Manager, Client Services Officer or Senior CSO within financial planning.
- Experience using Xplan (preferred).
- Excellent organisational and time management skills.
- High attention to detail and strong compliance awareness.
- Outstanding communication and relationship-building skills.
- A proactive mindset and genuine passion for helping clients.
This is more than just another Client Service role.
You'll be joining a business that offers:
Competitive salary of $100,000 (inclusive of super) depending on experience.
Modern Brisbane CBD offices.
Adaptable work arrangements - 2days WFH
Structured training and ongoing coaching.
A supportive, team-first culture.
A business with historically low staff turnover.
Clear career progression opportunities as the business continues to grow.
The opportunity to work with engaged clients who genuinely value professional advice.