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:
We are seeking an experienced and people-focused Client Services Manager to lead and develop our Client Services team. This role plays a critical part in ensuring the delivery of timely, accurate and high-quality support to our Planning team and clients, while driving operational excellence, continuous improvement and a strong team culture.
As Client Services Manager, you will be responsible for structuring, resourcing and developing the team, maintaining best-practice processes, and acting as the key escalation point for complex client or operational matters.
If you are highly organised, solutions-focused and confident managing priorities, people and processes – this could be the perfect opportunity for you.
Position Requirements:
To be successful in this position, you will need:
- Previous experience leading a team is essential.
- Extensive experience in Client Services or operations within financial services with the ability to coach, mentor and develop team members to build engagement and performance.
- Strong operational management capability, ensuring accurate, timely and high-quality service delivery.
- Exceptional interpersonal, written and verbal communication skills, with the ability to influence and engage stakeholders at all levels.
- Experience implementing and maintaining effective processes, workflows and systems.
- Strong analytical and decision-making skills, with the ability to identify risks and implement solutions.
- Experience managing compliance requirements, standards, policies and service level agreements.
- A strong alignment with our organisational values and a commitment to fostering a positive, inclusive and high-performing workplace.
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:
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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.
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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.
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Various benefits and leave entitlements: Salary continuance insurance, monthly massages, gym subsidies, health and wellbeing initiatives, corporate volunteering opportunities and various leave options.
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Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.
How to apply:
To apply, applications should include a current CV with a cover letter that highlights how your qualifications, skills, and experience align with the role and how you’d contribute to Hewison Private Wealth’s culture.
For further information about this position or the recruitment process, please contact Erin Parker (Head of People & Culture) via erin.parker@hewison.com.au.
Applications close: Monday 23 February 2026
We encourage early applications as interviews may commence before the closing date.
