Careers

Hewison Private Wealth is proudly recognised as one of Australia’s leading award-winning financial advice and wealth management firms over three decades. Established in 1985, we have over 38 years of experience and currently manage over $2 billion in funds. Our experienced team of Wealth Advisers design bespoke investment portfolios with our client’s individual objectives remaining at the heart of all advice so we can help them achieve their financial goals and dreams.
Hewison Private Wealth prioritise our people over all else. If our people are valued, supported and professionally nurtured we are confident that our purpose can be fulfilled. We also take immense pride in the level of support we offer staff to enhance their wellbeing through our employee benefits program. This ensures employees are healthy and fulfilled at work, allowing them to positively contribute to our culture which is underpinned by our values of Fun, Family, Excellence, and Empowerment.

Careers

Hewison Private Wealth - Services

Jobs Available

Client Services Officer

As a Client Services Officer, you will contribute to the efficient delivery of services to the Planning team and clients. The position will require accurate and timely task execution while fostering collaboration and trust within our highly engaged team. Elevate your career in a team where your contributions matter, and work-life balance is celebrated.
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Client Services Officer

Working at Hewison Private Wealth
At Hewison Private Wealth we have a strong employee value proposition. It recognises our people as our number one priority and our most important resource to deliver on our vision, purpose, values & standards. We are committed to providing, a safe and inclusive environment for our people, inspirational personal/professional development and robust training and support. We foster an environment where work life balance is respected, and we ensure that all staff are given every opportunity to maximise their potential.

 

Job Responsibilities

  • Ensure tasks allocated are completed accurately and within required timelines, adhering to standards and SLAs.
  • Proactively manage WIP and ensure that any overdue items/tasks are communicated to the Team Leader for attention.
  • Contribute to team meetings in a constructive way and with the overall objective of providing outstanding service to the Planning team and Hewison clients.
  • Proactively identify risks and issues within the business and escalate appropriately to the Team Leader.
  • Contribute to a culture of continuous improvement by identifying opportunities to enhance processes and improve productivity.
  • Create an environment oriented to trust, open communication, creative thinking, and cohesive team effort.
  • Provide quality customer service, including interacting with customers, answering customer enquiries, and effectively handling customer complaints in a timely and accurate way.
  • Promptly escalate issues which cannot be resolved to the Team Leader.
  • Ensure you have the necessary education and training to effectively fulfil your job role.
  • Work as a key member of the Operations team by supporting other members of the team as and when required.

 

Knowledge, Skills, and Abilities

  • A minimum of 3 years’ experience in the financial services industry in a similar role
  • High attention to detail and accuracy
  • Intermediate to advance skills in Microsoft Office
  • Exceptional customer service skills
  • Excellent oral, written and interpersonal skills

 

To apply, please forward your cover letter and CV through the link below.

Apply Here