- Posted 14 April 2026
- SalaryUp to $100,000 including super
- Location Brisbane
- Job type Permanent
- DisciplineClient Services Officer , Financial Services
- Reference1680099A
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Senior Client Services Manager
Job description
About the role
This is a Senior Client Services Manager role supporting a high end advice team and acting as a key relationship anchor for long standing clients. You’ll own advice implementation, partner closely with advisers, and progressively step into broader practice leadership. Reporting to the Directors, with future people management accountability.
This is a well‑established, self‑licensed financial advice practice operating nationally, with a strong presence in Brisbane. The business specialises in holistic private wealth advice for complex, high‑net‑worth clients and is known for deep relationships and long‑term thinking.
People enjoy working here because the environment is professional, calm and relationship‑focused. The team is experienced, career‑driven and supportive, with low staff turnover
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au
Please note only shortlisted candidates will be contacted.
This is a Senior Client Services Manager role supporting a high end advice team and acting as a key relationship anchor for long standing clients. You’ll own advice implementation, partner closely with advisers, and progressively step into broader practice leadership. Reporting to the Directors, with future people management accountability.
- Own end‑to‑end advice implementation across SOAs, ROAs and ongoing advice
- Act as primary service contact for high value, long standing clients
- Partner closely with two senior advisers and an associate adviser
- Manage Xplan workflows, reviews, compliance and client records
- Mentor support staff and build capability across service delivery
- Contribute to practice improvement with a clear pathway to Practice Manager
- Experience in a CSM or CSO role in financial planning
- Proven exposure to high‑net‑worth and/or retiree client bases
- Strong working knowledge of Xplan
- Highly polished communication and relationship management skills
- Professional approach suited to a high‑touch advice environment
- Clear progression pathway into a Practice Manager role
- Flexible work: 2 days work from home (Tuesdays & Fridays)
- Modern CBD offices with flexible hours and no micromanagement
- Stable, long‑tenured team and supportive leadership
This is a well‑established, self‑licensed financial advice practice operating nationally, with a strong presence in Brisbane. The business specialises in holistic private wealth advice for complex, high‑net‑worth clients and is known for deep relationships and long‑term thinking.
People enjoy working here because the environment is professional, calm and relationship‑focused. The team is experienced, career‑driven and supportive, with low staff turnover
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au
Please note only shortlisted candidates will be contacted.