Client Services Officer

Hewison Private Wealth Pty; Melbourne; On-site; AUD 52,000 - 70,000; Full time

Benefits offered by this job

Salary continuance insurance

Monthly massages

Gym subsidies

Health and wellbeing initiatives

Corporate volunteering opportunities

Leave options

Learning opportunities

Job summary

Hewison Private Wealth is seeking a Client Services Officer in Melbourne to ensure smooth daily operations and outstanding client care. You will work in a collaborative, values-driven team dedicated to delivering exceptional outcomes for clients.

The successful candidate will be highly organized, solutions-focused and thrive in a high-performing environment, contributing to ongoing improvements and a culture of excellence.

Qualifications

• At least 1 year of experience in administration or client services within accounting or financial services.
• Strong attention to detail and proven accuracy in your work.
• Proficient to advanced Microsoft Office skills.
• Outstanding customer service capabilities with a proactive, solutions-focused approach.
• Excellent written and verbal communication skills.
• Team player who thrives in a professional, forward-thinking environment.

Responsibilities

• Seamless execution of daily operational tasks to support client care.
• Contribute to a culture of collaboration, trust and continuous improvement.

Skills

Attention to detail

Customer service

Communication skills

Team player

Tools

Microsoft Office

Job description

Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.

Position Overview

An exciting opportunity is now available for a Client Services Officer to join our team.

As a Client Services Officer, you’ll be responsible for the seamless execution of daily operational tasks, ensuring a high standard of client care and actively contributing to a culture of collaboration, trust and continuous improvement. You’ll be part of a passionate and values-driven team, committed to delivering exceptional outcomes for clients.

This role is suited to someone who thrives in a high performing environment, takes pride in delivering quality work and enjoys being part of a collaborative and supportive team. If you're highly organised, solutions-focused and passionate about providing outstanding service - this could be the perfect opportunity for you.

Position Requirements

To be successful in this position, you will need:

• At least 1 year of experience in an administration or client services role, ideally within the accounting or financial services sector;
• Strong attention to detail and proven accuracy in your work;
• Proficient to advanced Microsoft Office skills;
• Outstanding customer service capabilities and a proactive, solutions-focused approach;
• Excellent communication skills—both written and verbal.
• And most importantly, you are a team player who thrives in a professional, forward-thinking environment.

What is in it for you

We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:

• A culture where you’ll thrive: Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
• A well-connected location that supports your active lifestyle:Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
• Various benefits and leave entitlements:Salary continuance insurance, monthly massages, gym subsidies, health and wellbeing initiatives, corporate volunteering opportunities and various leave options.
• Commitment to professional growth:Access to learning opportunities to support career development and continuous learning.