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

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

28 Sep
|
Bespoke Wealth Managers
|
Australia

28 Sep

Bespoke Wealth Managers

Australia

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 robust 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 (Australia)
🏢 Bespoke Wealth Managers
📍 Australia

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