Client Services Specialist - Wealth Management (Melbourne)

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 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.