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 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.

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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 prospect.

Key Responsibilities: n

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- Coordinating client appointments and managing adviser schedules.
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- Preparing documentation packs for client reviews and meetings.
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- Assisting in the preparation and implementation Investment Reviews and Records of Advice (ROAs)
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- Participating in client meetings and help maintain strong, professional client relationships.
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- Working knowledge of AdviserLogic preferred but not essential.
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- Managing client records, meeting preparation, and follow-up actions to ensure a smooth advice process.
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- Responding to client enquiries and liaise with product providers to support ongoing client service.
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- Ensuring all advice documentation and client files are accurate, compliant, and completed in line with regulatory requirements.
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What’s on offer: nn
- Competitive salary package:$75,000 – $90,000 (commensurate with experience)
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- A clearly defined career pathway according to your needs.
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- An environment where your drive to improve processes is valued.
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- Enjoy the autonomy of liaising with and building relationships with clients.
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- Ongoing one-on-one mentorship, development and support.
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- Exposure to the end-to-end financial planning process.
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- An environment that is committed to your longer term professional development.
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- Hybrid working available after probation, with flexibility around family commitments if required.
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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.

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

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