Job Description

Bespoke Wealth Managers – Ringwood East VIC

n

This is an chance to join a fast 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 qualified or as a pathway to becoming an adviser.

n

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.

n

Key Responsibilities:

n

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




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

n

What's on offer:

n

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

n

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.

n

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

📌 Client Service Officer (Williamstown)
🏢 Bespoke Wealth Managers
📍 Williamstown