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.
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Client Services Officer in Melbourne employer: Hewison Private Wealth
Hewison Private Wealth is an exceptional employer that fosters a supportive and inspiring work environment, where employees are valued and encouraged to excel. Located on St Kilda Road in Melbourne, the firm offers modern facilities and a culture centred around Fun, Family, Empowerment, and Excellence, making it an ideal place for paraplanners to thrive. With a commitment to professional growth, generous benefits, and a collaborative team atmosphere, joining Hewison means being part of a purpose-driven organisation dedicated to delivering high-quality financial advice.
