Boutique private wealth and financial planning firm is seeking a client services associate to join their growing firm.
10th September, 2026
Opportunity for professional development and career growth
Organisation which encourages a collaborative approach.
10th September, 2026
Inner Melbourne location
Opportunity for professional development and growth opportunities
Organisation which encourages a collaborative approach.
About the company Our client is an established financial planning and wealth management firm, who specialise in assisting affluent professionals and retirees by providing complex financial advice to make a positive difference to their clients' financial well-being. The organisation encourages a collaborative team culture, with a focus on employee development.
About the role Our client is seeking Client Services professional to join the organisation at their bright, modern office, located in Docklands, Melbourne, The role focuses on the implementation of quality financial and wealth advice, working with a team of highly experience professionals to positively assist in the financial well-being of their clients.
Key responsibilities
Consistently demonstrate an innovative mindset
Contribute to the implementation of advice strategies
Maintain positive client relationships and assist in managing client queries
Organise in person and virtual client meetings
Identify and recommend potential improvements to processes within organisation.
Skills and experience
Administration or customer service experience is highly regarded
Motivation to succeed in a highly collaborative and client focused organisation
Robust organisational skills and strong attention to detail
Bachelor’s degree in business, Commerce, Accounting, Law, or a related field (desired).
Culture
High performance culture with a focus on accountability and collaboration
Organisational focus on individual professional development
Organisation which encourages a collaborative approach.
Benefits
Structured training and development
Opportunity for professional development and career growth
Pathway to becoming a Financial Advisor.
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