At Woods & Co Recruitment, we understand that in private wealth and financial services, client experience is everything.
That’s why we’ve been proud to support Hewison Private Wealth, one of Melbourne’s most respected independent wealth management firms, with specialist recruitment across client-facing support functions.
For businesses operating in private wealth, strong client service teams play a critical role in maintaining trust, operational efficiency and the high-touch experience clients expect.
Recruiting within financial services can be highly competitive, particularly for client-facing roles where technical capability, professionalism and relationship management all need to align.
Hewison’s hiring requirement included:
Client Services Officer recruitment
While the title may sound straightforward, these roles are often central to the client journey, requiring strong communication, organisation, stakeholder management and attention to detail, all within a highly professional and regulated environment.
The strongest candidates in these areas are often already employed, making traditional job advertising only part of the solution.
Woods & Co took a targeted recruitment approach focused on identifying high-quality talent with relevant experience across wealth management, financial services and premium client service environments.
Our recruitment process included:
Talent mapping across private wealth, financial planning and broader financial services businesses
Proactive outreach to passive candidates, not just active job seekers
Detailed screening focused on professionalism, communication skills and client service capability
Close consultation with Hewison to understand team structure, expectations and cultural fit
Rather than simply filling a vacancy, we worked as a recruitment partner to ensure alignment between candidate capability and the level of client experience expected within the business.
Through our partnership with Hewison Private Wealth, Woods & Co has successfully supported recruitment across:
Client Services Officer recruitment
By taking a proactive and highly targeted recruitment approach, we’ve helped Hewison secure talent aligned to both their operational needs and the premium client experience their brand is known for.
Woods & Co supports financial services, private wealth and professional services businesses with specialist recruitment across client-facing and operational functions.
We regularly recruit:
Client Services Officers
Financial Planning Assistants
Paraplanners
Operations Managers
Relationship Managers
Practice Managers
Administrative support professionals
If you're looking for a recruitment partner that can access both active and off-market talent, our team can help.
At Woods & Co Recruitment, we understand that in private wealth and financial services, client experience is everything.
That’s why we’ve been proud to support Hewison Private Wealth, one of Melbourne’s most respected independent wealth management firms, with specialist recruitment across client-facing support functions.
For businesses operating in private wealth, strong client service teams play a critical role in maintaining trust, operational efficiency and the high-touch experience clients expect.
Recruiting within financial services can be highly competitive, particularly for client-facing roles where technical capability, professionalism and relationship management all need to align.
Hewison’s hiring requirement included:
Client Services Officer recruitment
While the title may sound straightforward, these roles are often central to the client journey, requiring strong communication, organisation, stakeholder management and attention to detail, all within a highly professional and regulated environment.
The strongest candidates in these areas are often already employed, making traditional job advertising only part of the solution.
Woods & Co took a targeted recruitment approach focused on identifying high-quality talent with relevant experience across wealth management, financial services and premium client service environments.
Our recruitment process included:
Talent mapping across private wealth, financial planning and broader financial services businesses
Proactive outreach to passive candidates, not just active job seekers
Detailed screening focused on professionalism, communication skills and client service capability
Close consultation with Hewison to understand team structure, expectations and cultural fit
Rather than simply filling a vacancy, we worked as a recruitment partner to ensure alignment between candidate capability and the level of client experience expected within the business.
Through our partnership with Hewison Private Wealth, Woods & Co has successfully supported recruitment across:
Client Services Officer recruitment
By taking a proactive and highly targeted recruitment approach, we’ve helped Hewison secure talent aligned to both their operational needs and the premium client experience their brand is known for.
Woods & Co supports financial services, private wealth and professional services businesses with specialist recruitment across client-facing and operational functions.
We regularly recruit:
Client Services Officers
Financial Planning Assistants
Paraplanners
Operations Managers
Relationship Managers
Practice Managers
Administrative support professionals
If you're looking for a recruitment partner that can access both active and off-market talent, our team can help.
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