Client Concierge / Practice Manager – Part-Time, CBD-Based (3 Days/Week)

$65,000–$75,000 pro rata | Melbourne CBD | Financial Advice Firm

Are you confident on the phone, highly organised, and great with follow-up?

We’re a boutique financial advice firm in the Melbourne CBD specialising in retirement, aged care and Centrelink. We’re growing fast and looking for a client-facing coordinator to be the first point of contact for our clients — most of whom are older Australians navigating complex decisions.

This is a part-time role, perfect for someone with experience in professional services (financial planning, mortgage broking, law, or accounting) looking for meaningful work during school hours, 3 days a week in the office.

What You’ll Be Doing

Answering and triaging client calls — keeping things moving without needing to escalate everything.

Following up on client tasks — chasing missing documents, booking meetings, managing check-ins.

Being the calm in the storm — translating client questions into action steps for our back office team, acting as the liaison.

Managing delivery workflows — using HubSpot to track activity and keep each client file humming.

Owning the inbox and client experience — professionally responding to “Where are we at?” moments.

What We’re Looking For

Excellent phone manner — calm, warm, and clear, especially when speaking to older clients.

Native-level written and verbal communication skills — you can explain financial next steps in plain English without sounding robotic.

Professional services experience — you’ve worked in finance, legal, mortgage broking, or similar.

Tech comfort — you’re familiar with CRMs (HubSpot ideal), Microsoft 365, Zoom and Teams.

Highly organised — you know how to keep plates spinning, spot the gaps, and get things done without needing your hand held.

Why You Might Love This Role

You’re coming back into the workforce, looking for structure and purpose without full-time burnout.

You enjoy client service and project coordination, and you know how to get answers without drama.

You prefer being in-office with the team, not just answering phones from home.

You take pride in bringing order to chaos, and helping people feel cared for — not processed.

The Details

$65,000–$75,000 pro rata (depending on experience)

3 days per week, school-hour friendly (Melbourne CBD office)

Immediate start available

Supportive team, modern office, meaningful work

Sound like you?
Apply now with your CV and a short cover note — we’d love to hear from you.