Client Services Manager

About the Firm & The Team

The Andersen Partnership has been exclusively engaged to recruit an exceptional Client Service Manager for a rapidly expanding, highly structured advice practice in Brisbane.

Unlike traditional advice models, this business operates with an impressive, dedicated support infrastructure:

• 12 Advisers supported by 9 CSMs, a Paraplanner, 6 BDMs, a dedicated Accountant, a Mortgage & Finance Broker, and an established Management Team.
• Clear growth trajectory: Adding 100+ high-value clients annually, providing immense stability and long-term career security.
• With an engaged, mature client base, structured workflows, and a deeply collaborative team culture, this is an environment where high-calibre CSMs genuinely thrive.

The Role

You will take ownership of the client experience as the true face of the business. In this environment, the CSM is often the primary, trusted point of contact for clients.

This role requires a strong, relationship-focused approach. If you take pride in traditional service, exceptional presentation, and building long-standing rapport with mature clients who value reliability, this is the ideal home for your career.

Key Responsibilities

• Manage the Review & Ongoing Service Process: Drive the ongoing review schedule and ensure Opt-In / Annual Service Agreements and fee consent requirements (OTA) are handled seamlessly.
• Pre & Post-Meeting Coordination: Prepare comprehensive meeting packs, gather key client data, and execute all follow-up action items efficiently post-meeting.
• Implementation of Advice: Oversee and execute advice recommendations end-to-end, liaising directly with product providers, platforms, and clients.
• Client Relationship Management: Act as the primary, polished point of contact—providing clear, consistent, and proactive communication.

About You

We are seeking an experienced professional who views Client Services as a long-term, rewarding career path.

Ideally, you bring:

• 3-5+ years of experience as a Client Service Manager or Senior CSO within financial planning.
• A polished, professional, and presentable persona with exceptional phone etiquette.
• A traditional, relationship-driven approach to client care
• High attention to detail, strong compliance awareness, and a track record of reliability.
• Strong organizational skills and the ability to thrive within structured admin workflows.

What’s on Offer?

• Salary Package: $100k incl. super.
• Stability: Join a highly profitable, structured firm with a strong growth engine (adding 100+ clients/year).
• Great Culture: Direct report to a supportive leader within a well-resourced, collaborative firm.

How to Apply

To express your interest in this opportunity, please apply directly or send your CV across to the following email.

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