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This is a featured job

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + super + bonus
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Client Services Officer — Pathway to Client Services Manager

at Adviser fp

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed seven days ago

Client Service Manager

at Cartwright Jones Pty Ltd

This is a Full time job

Sydney NSW
$90,000 – $100,000 + Super + Bonus
  • 2 days a week work from home
  • Excellent culture and staff retention
  • Flexible working environment
  • 2 days a week work from home
  • Excellent culture and staff retention
  • Flexible working environment
A flagship financial advice group based near Wynyard is looking for a Client Service Manager to join their growing advice team.
A flagship financial advice group based near Wynyard is looking for a Client Service Manager to join their growing advice team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one day ago

Client Service Manager

at Peoplefusion

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
  • Bring your financial services administration experience to a growing team
  • Enjoy a collaborative culture & excellent employee benefits - paid CBD Parking!
  • Additional paid leave over the Christmas & New Year period
  • Bring your financial services administration experience to a growing team
  • Enjoy a collaborative culture & excellent employee benefits - paid CBD Parking!
  • Additional paid leave over the Christmas & New Year period
Seeking a proactive and detail-oriented Client Service Manager to join their established Financial Planning administration team in Newcastle CBD!
Seeking a proactive and detail-oriented Client Service Manager to join their established Financial Planning administration team in Newcastle CBD!
Recruited byOlivia Evans
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed three days ago

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + super + bonus
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed three days ago

Client Services Manager

at Bentley Recruitment

This is a Full time job

Brisbane QLD
Circa $100000 + super
  • Clear pathway into Professional Year (PY) and Adviser progression
  • Supportive team with strong training and development
  • Broad role across client service and advice implementation
  • Clear pathway into Professional Year (PY) and Adviser progression
  • Supportive team with strong training and development
  • Broad role across client service and advice implementation
Manage a team of CSO's supporting high-quality, holistic advice while working within a collaborative and supportive environment.
Manage a team of CSO's supporting high-quality, holistic advice while working within a collaborative and supportive environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed sixteen hours ago

Client Services Manager

at Hendersons Private Wealth

This is a Part time job

Adelaide SA
$55,000 – $70,000 per year
We're seeking a Client Service Manager to provide administrative support to the Adviser team to assist in the delivery of financial advice to clients.
We're seeking a Client Service Manager to provide administrative support to the Adviser team to assist in the delivery of financial advice to clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed seven days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW(Hybrid)
$85,000 - $95,000 + Superannuation
  • Sydney CBD location | 1-day WFH flexibility
  • Career client service role | Focus on excellence in client delivery
  • Supportive team & structured onboarding | Exposure to broad range of clients
  • Sydney CBD location | 1-day WFH flexibility
  • Career client service role | Focus on excellence in client delivery
  • Supportive team & structured onboarding | Exposure to broad range of clients
Manage client relationships and work as part of a larger team. Advice implementation focus. Fun & growing business. Lots to learn. Immediate start.
Manage client relationships and work as part of a larger team. Advice implementation focus. Fun & growing business. Lots to learn. Immediate start.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed three days ago

Client Services Manager / Admin Officer

at Southern Cross Business Advisers

This is a Part time job

Melbourne VIC
  • Diverse role across accounting and forensic services
  • Supportive and collaborative team environment
  • Professional growth and long-term career opportunity
  • Diverse role across accounting and forensic services
  • Supportive and collaborative team environment
  • Professional growth and long-term career opportunity
proactive Client Services Manager Administration Officer provide administrative and workflow support across our accounting and forensic
proactive Client Services Manager Administration Officer provide administrative and workflow support across our accounting and forensic
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
3d ago
3d ago
Listed twenty days ago

Client Services Manager

at Chapters Retirement Partners

This is a Full time job

West Perth, Perth WA(Hybrid)
$75,000 – $100,000 per year
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed seven days ago

Client Services Officer — Pathway to Client Services Manager

at Adviser fp

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed eight days ago

Client Services Manager

at NEC Software Solutions ANZ Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)
  • Flexible working arrangements are available.
  • Training and development are available in other business aspects.
  • Additional paid leave over the Christmas holiday period.
  • Flexible working arrangements are available.
  • Training and development are available in other business aspects.
  • Additional paid leave over the Christmas holiday period.
We are seeking a enthusiastic person to join our Client Services Team to showcase the various NEC Housing modules and their dynamic features.
We are seeking a enthusiastic person to join our Client Services Team to showcase the various NEC Housing modules and their dynamic features.
subClassification: ManagementManagement
classification: Information & Communication Technology(Information & Communication Technology)
8d ago
8d ago
Listed three days ago

Client Service Manager

at Freedom Wealth Solutions

This is a Part time job

Mornington, Mornington Peninsula & Bass Coast VIC(Hybrid)
$35 – $45 per hour
Part-time flexibility with competitive salary in financial planning. Flexible hours, looking for someone to work 5-6 hours each day.
Part-time flexibility with competitive salary in financial planning. Flexible hours, looking for someone to work 5-6 hours each day.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed fourteen days ago

Client Service Manager

at Cartwright Jones Pty Ltd

This is a Full time job

Erina, Gosford & Central Coast NSW
$85,000 – $100,000 + Super
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
Award winning national group in Erina is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
Award winning national group in Erina is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed ten days ago

Client Services Manager

at MGI Adelaide

This is a Full time job

Eastwood, Adelaide SA
Help us build the most dynamic, tech-focused client services team.
Help us build the most dynamic, tech-focused client services team.
subClassification: ManagementManagement
classification: Accounting(Accounting)
10d ago
10d ago
Listed eight days ago

Client Services Manager

at Method Recruitment Group

This is a Part time job

Preston, Melbourne VIC
$60 – $65 per hour + super
Part-time 3 month contract to help lead disability services, improve outcomes, and drive growth across multi-service programs.
Part-time 3 month contract to help lead disability services, improve outcomes, and drive growth across multi-service programs.
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
8d ago
8d ago
Listed twenty seven days ago

Client Service Manager

at Cartwright Jones Pty Ltd

This is a Full time job

Brisbane QLD
$95,000 – $100,000 + Super + 10% Bonus
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
Award winning national group in the CBD is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
Award winning national group in the CBD is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed nine days ago

Senior Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

North Sydney, Sydney NSW(Hybrid)
$90,000 - $105,000 + Superannuation + Bonus
  • Exposure to complex strategies - drive implementation process
  • Manage client relationships on behalf of the advisers
  • Multiple platforms, FIN 365 and exposure to process automation
  • Exposure to complex strategies - drive implementation process
  • Manage client relationships on behalf of the advisers
  • Multiple platforms, FIN 365 and exposure to process automation
Growing & Busy Advisory Firm. Manage client relationships as part of a growing boutique. Work on the end-to-end process. Complex strategies.
Growing & Busy Advisory Firm. Manage client relationships as part of a growing boutique. Work on the end-to-end process. Complex strategies.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed seventeen days ago

Client Services Manager

at SA Wealth Group

This is a Full time job

Adelaide SA
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twelve hours ago

Client Services Team Lead

at MAYDAY Recruitment

This is a Full time job

Sydney NSW(Hybrid)
$120,000.00 - $125,000.00 package
Exciting opportunity for a strong leader with a passion for service excellence, coaching & operational performance.
Exciting opportunity for a strong leader with a passion for service excellence, coaching & operational performance.
subClassification: Supervisors/Team LeadersSupervisors/Team Leaders
classification: Call Centre & Customer Service(Call Centre & Customer Service)
12h ago
12h ago
Listed three days ago

Client Services Manager | Financial Planning

at Bentley Recruitment
Be an early applicant

This is a Full time job

Brisbane QLD
$85k + super + bonus
  • Clear progression into paraplanning or Professional Year pathways
  • Flexible hours, bonus potential, and long-term staff stability
  • Supportive, growth-focused culture with strong training
  • Clear progression into paraplanning or Professional Year pathways
  • Flexible hours, bonus potential, and long-term staff stability
  • Supportive, growth-focused culture with strong training
Manage client workflows, prep advice meetings, implement strategies, liaise with advisers and clients, and keep advice delivery on track.
Manage client workflows, prep advice meetings, implement strategies, liaise with advisers and clients, and keep advice delivery on track.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed twenty one days ago

Client Services Manager

at Savant Private Equity

This is a Full time job

Parramatta, Sydney NSW
$70,000 – $80,000 + achievable monthly bonus
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty two days ago

Client Service Manager

at Lake Macquarie Financial Planning

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
$75,000 – $90,000 per year
Your primary role will be supporting the Practice Principal to deliver outstanding customer service to a highly engaged and growing Clientele
Your primary role will be supporting the Practice Principal to deliver outstanding customer service to a highly engaged and growing Clientele
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed twenty nine days ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Sydney NSW
  • Flexible work options with the ability to work from home
  • Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave, Purchase Leave
  • Discounted Medibank Corporate Health Cover
  • Flexible work options with the ability to work from home
  • Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave, Purchase Leave
  • Discounted Medibank Corporate Health Cover
An exciting opportunity has become available for a Client Services Manager to join our friendly team based in our Sydney CBD office.
An exciting opportunity has become available for a Client Services Manager to join our friendly team based in our Sydney CBD office.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
29d ago•Expiring
29d ago•Expiring
Listed two days ago

Client Services Manager

at 1 Recruit

This is a Full time job

Osborne Park, Perth WA
You'll own the client experience at a growing residential mortgage broking business with serious plans ahead.
You'll own the client experience at a growing residential mortgage broking business with serious plans ahead.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed seven days ago

Personal Injury, Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Perth WA(Hybrid)
$105k - $120k + Super + Bonus
  • Utilise your financial services knowledge | Make a difference to client's lives
  • Manage relationships via phone & F2F, with a wide range of people and families
  • Own outcomes, autonomous, rewarding & impactful role. Lots of learning & variety
  • Utilise your financial services knowledge | Make a difference to client's lives
  • Manage relationships via phone & F2F, with a wide range of people and families
  • Own outcomes, autonomous, rewarding & impactful role. Lots of learning & variety
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & finance.
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & finance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed nine days ago

Client Service Manager | Financial Services | Brisbane CBD

at Prosperity Advisers Group

This is a Full time job

Brisbane QLD(Hybrid)
  • Award-winning, full-service firm | Ranked 39 in AFR top 100
  • Highly competitive salary package with extensive employee benefits
  • Located in our modern office in Brisbane CBD
  • Award-winning, full-service firm | Ranked 39 in AFR top 100
  • Highly competitive salary package with extensive employee benefits
  • Located in our modern office in Brisbane CBD
Be the trusted link between clients and tailored financial solutions!
Be the trusted link between clients and tailored financial solutions!
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed fifteen days ago

Client Service Manager

at Arcare

This is a Full time job

Reservoir, Melbourne VIC
  • Job stability with meaningful and deeply rewarding work
  • Promotes and Supports a Healthy Work-Life Balance
  • Opportunities for Professional Development and Career Progression
  • Job stability with meaningful and deeply rewarding work
  • Promotes and Supports a Healthy Work-Life Balance
  • Opportunities for Professional Development and Career Progression
Fantastic opportunity for a Client Services Manager to join the team working across Arcare Templestowe/Reservoir.
Fantastic opportunity for a Client Services Manager to join the team working across Arcare Templestowe/Reservoir.
subClassification: SalesSales
classification: Healthcare & Medical(Healthcare & Medical)
15d ago
15d ago
Listed ten days ago

Client Services Manager | $80k-90k + super

at Ivy Recruitment Partners

This is a Full time job

Geelong, South West Coast VIC(Hybrid)
$75,000 – $90,000 per year
Join this highly regarded accounting and advisory firm and be a part of an INCREDIBLE team and great culture. Amazing offices and worklife balance.
Join this highly regarded accounting and advisory firm and be a part of an INCREDIBLE team and great culture. Amazing offices and worklife balance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed sixteen days ago

Client Services Manager

at Independent Adviser Services Pty Ltd

This is a Part time job

Sydney NSW(Remote)
We’re seeking a seasoned Client Services Manager to drive high‑quality client outcomes and maintain momentum across complex advice files.
We’re seeking a seasoned Client Services Manager to drive high‑quality client outcomes and maintain momentum across complex advice files.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed nine days ago

Executive Manager Client Services

at Better Place Australia

This is a Full time job

Cheltenham, Melbourne VIC(Hybrid)
$185,000 – $220,000 per year
  • Progressive organisation in the for-purpose sector
  • Help build a collaborative, accountable, continuously improving culture
  • Genuine opportunity help deliver meaningful outcomes
  • Progressive organisation in the for-purpose sector
  • Help build a collaborative, accountable, continuously improving culture
  • Genuine opportunity help deliver meaningful outcomes
Join a key leadership role driving impactful, collaborative clinical services and shaping sustainable outcomes across Victoria.
Join a key leadership role driving impactful, collaborative clinical services and shaping sustainable outcomes across Victoria.
subClassification: ManagementManagement
classification: Community Services & Development(Community Services & Development)
9d ago
9d ago
Listed three days ago

Client Service Manager

at McGrath Central Coast

This is a Full time job

Terrigal, Gosford & Central Coast NSW
  • Premium Brand
  • Fantastic Location
  • Growth Opportuities
  • Premium Brand
  • Fantastic Location
  • Growth Opportuities
Great opportunity to work alongside one of our leading agents providing administration and sales support.
Great opportunity to work alongside one of our leading agents providing administration and sales support.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
3d ago
3d ago
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