- Boutique Wealth Management Practice - East Melbourne - 2027 start
- Creative role -support day-to-day activity of two busy Partners
- Liaise with, coordinate, prioritise client activity
- Help develop, manage, and coordinate junior staff
- Hybrid working model, - ideally FT but will consider PT (0.8/0.6)
- Ownership, autonomy & the chance to genuinely contribute

Authenticity is the standout quality of this established boutique private wealth management firm in East Melbourne. Their 'Lifestyle' approach means that they build bespoke, tailored wealth management strategies and solutions as they partner with a growing client base of likeminded and busy professionals. As the firm continues to expand the role of Client Service Manager becomes a critical success factor to support this effective team and manage the day-to-day activity of this thriving practice. Stakeholder management as a skilled communicator with be key to this creative and diverse role as you step up and manage client expectations and portfolio activities. Supporting the firms two accomplished, genuine and dynamic partners; you will effectively be their 'right arm', executing directives, liaising with clients, owning and organising on-going administration of client’s financial strategies all-the-while ensuring commitment to compliance and regulatory obligations in this highly regulated sector. Your initiative and proactive contribution with be encouraged as this will be a role that you will own. Process & systems improvement,



innovation and introducing better and more robust methods of running this busy practice will be in your remit.

You will be given the autonomy and bandwidth to add value as a critical member of this professional team.

You must be a tech-savvy professional, bringing capability and competence navigating your way around multiple systems, database, and portals, confidently able to generate data informed reports and presentation documents. Ideally, you will have some exposure/interest/experience in the financial services sector (financial planning/superannuation/accounting or sim). Any relevant tertiary qualifications would be a distinct advantage but are not essential.

Enabling a lifestyle of choice is at the very core of this firm's philosophy. It is the thread that weaves its way through the firm's active, can-do culture as they work closely with their clients to achieve effective wealth management strategies. The firm enjoys a hybrid working model, on site Tue/Wed/Thu and from home Mon/Fri.

This firm is flexible and while this role is ideally full time, any candidates preferring part-time at 0.8 (4 days per week) OR at 0.6 (but worked over 5 days PW - school hours) will also be considered. Ideal start date early 2027.

Salary is commensurate with experience

Contact Susie Rogers on [0414 350 762](tel:0414 350 762) for a confidential chat or alternatively submit your application by clicking the APPLY button.

#SCR-susie-rogers

📌 Client Service Manager (East Melbourne)
🏢 Rusher Rogers
📍 East Melbourne