Client Service Specialist at PictureWealth
sydney, Australian Capital Territory, Australia -
Full Time


Start Date

Immediate

Expiry Date

11 Dec, 26

Salary

0.0

Posted On

12 Sep, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Industry

Financial Services & Insurance

Description

Client Services Specialist (Full-time)

Location: Perth or North Adelaide

About the Role

At PictureWealth, our Client Services team plays a critical role in delivering a seamless, high-quality experience for our clients.

We’re looking for a proactive and detail-oriented Client Services Specialist to support the implementation of advice and ensure every client interaction is handled with professionalism, care, and efficiency. You’ll work closely with Advisers, the Client Services team, and internal stakeholders to optimise workflows, strengthen relationships, and continuously enhance the client experience.

This role is ideal for someone who enjoys problem-solving, thrives in a fast-paced environment, and is looking to build a long-term career within financial planning.

What You’ll Bring

  • Strong communication skills, with the ability to build trust and manage client expectations
  • A solutions-focused mindset with the ability to resolve issues efficiently and professionally
  • High attention to detail and strong organisational skills

Responsibilities
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