Client Service Manager

A well-established financial planning firm based on Sydney's Northern Beaches is looking to appoint an experienced Client Service Manager to support its growing advice team.

This is a key position within the business, suited to someone who enjoys owning the client experience, working closely with advisers, and ensuring advice is delivered smoothly from start to finish.

In this role, you'll be responsible for managing day-to-day client service across the advice process. You'll act as a central point of contact for clients, advisers, and internal teams, ensuring high standards of service and efficient execution of financial advice.

• Manage ongoing client relationships and respond to client queries in a timely, professional manner

• Coordinate advice implementation, reviews, and associated documentation

• Prepare and manage advice documentation and workflow...