Customer Relationship Manager
Up to $90,000 + Super
Northwest Sydney

This is a fantastic opportunity to step into a key client-facing support role within a financial firm that prides itself on personalised service and long-term client partnerships.

Our client is a financial services business with over 10 years of success delivering tailored strategies to a loyal and growing client base. Known for its client first approach and strong internal culture, the firm supports individuals and families across a range of financial needs.

This is a supportive, close-knit environment where team members are respected and professional development is encouraged.

As the Customer Relationship Manager, you’ll be the first point of contact for many clients and play a central role in ensuring their experience is seamless and professional. You’ll work closely with advisers and operational staff to implement advice, manage client service tasks and maintain high standards across all touch points.

Key Responsibilities

• Support the implementation of financial strategies and services
• Maintain and enhance long-term relationships with valued clients
• Manage client files, compliance records and ongoing documentation
• Process applications, transactions and service requests
• Collaborate with internal teams to ensure service standards are met
• Contribute to process improvements and operational efficiency

Requirements:

• Minimum 2 years’ experience in a customer service or administration role within financial services
• Strong client communication and interpersonal skills
• High attention to detail and ability to multitask effectively
• Solid experience with Microsoft Office and familiarity with CRMs or planning software
• A collaborative, proactive and solutions-focused mindset

This role requires full working rights and sponsorship is not available.

If this is something that you'd like to know more about and is aligned with your experience please apply with the latest copy of your resume and we can get in touch