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1 day ago Be among the first 25 applicantsDirect message the job poster from Delta Financial GroupGeneral Manager at Delta Financial Group - Financial advisers for Tech ExecutivesWork side-by-side with experienced advisers. Be intimately involved in every client journey. Grow fast in a boutique firm where your impact is visible every day.Were not your typical financial services firm. Were a boutique, high-touch wealth advisory business based in Sydney CBD, specialising in comprehensive retirement and investment strategies for high-income professionals.At Delta, youll work closely with our CEO and Associate Adviser. You wont be stuck in the back office youll be right at the heart of every client relationship, helping deliver extensive advice across investment management, super, tax structuring, personal insurance, and more. Client Service Manager Financial Services | Boutique Financial Planning Firm Sydney CBD | Full-timeWork side-by-side with experienced advisers. Be intimately involved in every client journey. Grow fast in a boutique firm where your impact is visible every day.About Delta Financial GroupWere not your typical financial services firm. Were a boutique, high-touch wealth advisory business based in Sydney CBD, specialising in comprehensive retirement and investment strategies for high-income professionals.At Delta, youll work closely with our CEO and Associate Adviser. You wont be stuck in the back office youll be right at the heart of every client relationship, helping deliver extensive advice across investment management, super, tax structuring, personal insurance, and more.About the RoleWere looking for an experienced Client Service Manager with at least 3 years experience in financial services and wealth management. Someone who thrives in a fast-paced, client-first environment. Youll be integral in managing the full lifecycle of client experiences from onboarding to ongoing support while working shoulder-to-shoulder with advisers on the front line.This role offers significant responsibility, exposure, and growth, perfect for someone ready to take their career in financial services to the next level.Key ResponsibilitiesBe involved in every aspect of the client journey, ensuring smooth, professional, and proactive serviceLiaise directly with clients, super funds, product providers, accountants, and solicitors to coordinate advice implementationOwn all client admin: onboarding, data management, document prep, compliance, and follow-upsCollaborate daily with our advisers to ensure seamless client outcomesTrack service delivery and proactively identify ways to improve client satisfactionSupport and coach junior team members within the group.What Youll BringMinimum 3 years'' experience in client services within financial services and wealth management.Strong understanding of advice implementation processes and platforms (Xplan, Microsoft etc)Outstanding organisational and communication skillsA proactive, solutions-focused mindset you spot problems before they ariseAbility to prioritise and thrive in a growing, dynamic businessRelevant qualifications in financial services, business, or client management are highly regardedWhy Join Us? Work directly with our CEO and Associate adviser Real career development in a high-growth firm Exposure to complex, strategic advice and high-value clients Supportive, collaborative culture with mentorship built-in Boutique firm with big vision your work will matterHow to ApplySend us a video introduction along with your resume and cover letter to jessica@deltafinancial.com.au. Let us know why youd be a great fit for the team.We appreciate all applicants. Only those selected for the next stage will be contacted.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development and SalesReferrals increase your chances of interviewing at Delta Financial Group by 2xSign in to set job alerts for Client Services Manager roles.Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoParramatta, New South Wales, Australia 7 hours agoFrenchs Forest, New South Wales, Australia 1 month agoCoordinator Contact Centre and Customer ExperienceBankstown, New South Wales, Australia 1 week agoQueens Park, New South Wales, Australia 8 hours agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 weeks agoCustody Operations - Client Service - Vice PresidentSydney, New South Wales, Australia 2 weeks agoClient Relationship Manager- Lifesciences and HealthcareAuburn, New South Wales, Australia 4 months agoSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia A$90,000.00-A$120,000.00 2 days agoSydney, New South Wales, Australia $101,000.00-$127,000.00 4 days agoHornsby, New South Wales, Australia A$73,000.00-A$90,000.00 3 weeks agoSydney, New South Wales, Australia 3 weeks agoOperations Team Leader - Customers - Light RailSydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 3 weeks agoSenior Manager - Health Operations & TransformationSydney, New South Wales, Australia 23 hours agoAssistant Store Manager / Customer Service Manager - rebel WarriewoodWarriewood, New South Wales, Australia 1 hour agoNorth Ryde, New South Wales, Australia 1 week agoSydney, New South Wales, Australia 4 weeks agoWere unlocking community knowledge in a new way. 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