Job Description
Bespoke Wealth Managers – Ringwood East VIC
n
This is an opportunity 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 cooperative 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.
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, professional 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, ********** or
******

📌 Client Service Officer (South Australia)
🏢 Bespoke Wealth Managers
📍 South Australia