Bespoke Wealth Managers – Ringwood East VIC

This is an opportunity to join a quick growing boutique financial advice firm, that delivers outstanding client service in a friendly office environment that has a collegiate culture. Working alongside an experienced Adviser and a collaborative team, you will play a key role in delivering a seamless client experience with the possibility of developing your own career within financial advice, either as a key support professional or as a pathway to becoming an adviser.

This role will suit an experienced Client Service Associate, who has several years relevant experience, appropriate qualifications, who has a passion for financial advice, enjoys delighting clients with their service and is looking for a longer-term career opportunity.

Key Responsibilities:

- Coordinating client appointments and managing adviser schedules.
- Preparing documentation packs for client reviews and meetings.
- Assisting in the preparation and implementation Investment Reviews and Records of Advice (ROAs)
- Participating in client meetings and help maintain strong, professional client relationships.
- Working knowledge of AdviserLogic preferred but not essential.
- Managing client records, meeting preparation, and follow-up actions to ensure a smooth advice process.




- Responding to client enquiries and liaise with product providers to support ongoing client service.
- Ensuring all advice documentation and client files are accurate, compliant, and completed in line with regulatory requirements.

What’s on offer:

- Competitive salary package:$75,000 – $90,000(commensurate with experience)
- A clearly defined career pathway according to your needs.
- An environment where your drive to improve processes is valued.
- Enjoy the autonomy of liaising with and building relationships with clients.
- Ongoing one-on-one mentorship, development and support.
- Exposure to the end-to-end financial planning process.
- An environment that is committed to your longer term professional development.
- Hybrid working available after probation, with flexibility around family commitments if required.

To be successful in applying for this role, you will have experience in a Client Service administration or similar support role. You will be confident in managing competing priorities, have to drive to take ownership of process improvement and enjoy liaising with clients.

Elizabeth Gould, Practice Manager, 0419530*** or *********@bespokewm.com.au

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📌 Client Service Officer (Maroondah City)
🏢 Bespoke Wealth Managers
📍 Maroondah City