Client Relationship Manager

About us

Market leading ethical financial advice firm founded in 1989. We provide comprehensive financial and investment advice to a wide range of clients, both wholesale and retail. Our clients expect to know what their money is doing in the world.  We shape portfolios to fit their values and to create positive social and environmental impact. We are continually growing our team of professionals with our head office in the Sydney CBD plus offices in Melbourne and Canberra and are now recruiting for a new Client Relationship Manager.

 Qualifications & experience

  • Minimum 2 yrs client relationship/administration experience with a financial advice firm

  • Excellent written and verbal communication skills

  • Intermediate Office 365 skills (SharePoint, Word, Excel, Planner, Teams)

  • Xplan (preferred) or other financial planning software

  • RG146 compliant preferred

  • Tasks & responsibilities

  • Advice Implementation – e.g. Account setup and managed fund applications

  • Share trading via platforms such as HUB24, Netwealth, Ausiex, CMC Markets

  • Client communication via email and phone

  • Database Management - maintain client files

  • Process Improvement - identify opportunities & work on solutions


  • Great opportunity to work for a growing company that supports career development

  • Convenient office locations close to public transport

  • Friendly team - work with professional advisers, paraplanners and other CRMs

  • 5 weeks annual leave and great work-life balance