Bespoke Wealth Managers in Ringwood East, VIC, is seeking an experienced Client Service Associate to support a busy adviser and team-oriented team. You will coordinate client appointments, prepare meeting packs, assist with ROAs, and help maintain robust client relationships.
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.
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