Wealth Client Services Associate -- Hybrid & Growth Path (Ballarat)

Wealth Client Services Associate -- Hybrid & Growth Path (Ballarat)

27 Sep
|
Bespoke Wealth Managers
|
Ballarat

27 Sep

Bespoke Wealth Managers

Ballarat

Job Description

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 strong 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.

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📌 Wealth Client Services Associate -- Hybrid & Growth Path (Ballarat)
🏢 Bespoke Wealth Managers
📍 Ballarat

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