22 Sep
|
Bespoke Wealth Managers
|
South Australia
22 Sep
Bespoke Wealth Managers
South Australia
Job Description
Bespoke Wealth Managers in Ringwood East, VIC, is seeking an experienced Client Service Associate to support a busy adviser and collaborative team. You will coordinate client appointments, prepare meeting packs, assist with ROAs, and help maintain solid client relationships.
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The role is suited to someone with several years in client service administration, a passion for financial advice, and a desire for a longer-term career. Hybrid work is available after probation.
📌 Wealth Client Services Associate -- Hybrid & Growth Path (South Australia)
🏢 Bespoke Wealth Managers
📍 South Australia