📍 Perth CBD – a two-minute stroll from Raine Square
Hybrid Full time | Monday–Friday | 38 hours per week
Join PictureWealth Private Wealth
PictureWealth is on a mission to deliver More Advice to More Lives.
PictureWealth is reimagining how Australians engage with money by blending human expertise with digital tools. From wealth creation to insurance, our on-demand advisers help clients picture, and achieve, their best financial future.
As our growth continues, we're looking for a client-focused Client Service Support Specialist to join our Private Wealth team in Perth.
This is an opportunity to build a rewarding career while helping turn great service into exceptional client experiences.
Working closely with a Financial Adviser, you'll play an important role in managing client workflows, maintaining compliance standards and ensuring a seamless and professional client experience.
About the Role
As a Client Service Support Specialist, you'll be an integral part of our Holistic Advice division, supporting a Financial Adviser to deliver an exceptional standard of service to our high net-worth clients.
You'll spend your days coordinating client administration, supporting the delivery and implementation of advice, and keeping clients, providers and internal teams connected.
Key responsibilities include:
Providing day-to-day support to a Financial Adviser, managing client administration and service delivery
Coordinating and preparing documentation for client meetings, including Statements of Advice (SOAs), review packs and follow-up tasks
Managing the implementation of advice and ongoing client requests with accuracy and urgency
Liaising with clients, product providers and internal stakeholders to ensure timely and professional communication
Maintaining client records in accordance with compliance standards and regulatory requirements
Identifying process improvement opportunities to drive greater efficiency and consistency
About You
You enjoy helping people and are passionate about delivering outstanding client experiences.
You're a professional, articulate communicator with a client-first mindset. You bring strong organisational skills, attention to detail and a proactive, solutions-focused approach to supporting your adviser, clients and team.
You'll bring:
At least four years' experience in a client services or adviser support role within financial planning or wealth management
A strong understanding of financial advice processes, compliance obligations and client engagement best practices
High attention to detail and excellent organisational skills
Strong communication skills and a commitment to professional client service
Proficiency with financial planning software such as Xplan, the Microsoft Office Suite and CRM systems
A team-first mindset and a proactive approach to solving problems
Why Join PictureWealth?
Responsibilities
Client Service Specialist – Private Wealth
📍 Perth CBD – a two-minute stroll from Raine Square
Hybrid Full time | Monday–Friday | 38 hours per week
Join PictureWealth Private Wealth
PictureWealth is on a mission to deliver More Advice to More Lives.
PictureWealth is reimagining how Australians engage with money by blending human expertise with digital tools. From wealth creation to insurance, our on-demand advisers help clients picture, and achieve, their best financial future.
As our growth continues, we're looking for a client-focused Client Service Support Specialist to join our Private Wealth team in Perth.
This is an opportunity to build a rewarding career while helping turn great service into exceptional client experiences.
Working closely with a Financial Adviser, you'll play an important role in managing client workflows, maintaining compliance standards and ensuring a seamless and professional client experience.
About the Role
As a Client Service Support Specialist, you'll be an integral part of our Holistic Advice division, supporting a Financial Adviser to deliver an exceptional standard of service to our high net-worth clients.
You'll spend your days coordinating client administration, supporting the delivery and implementation of advice, and keeping clients, providers and internal teams connected.
Key responsibilities include:
Providing day-to-day support to a Financial Adviser, managing client administration and service delivery
Coordinating and preparing documentation for client meetings, including Statements of Advice (SOAs), review packs and follow-up tasks
Managing the implementation of advice and ongoing client requests with accuracy and urgency
Liaising with clients, product providers and internal stakeholders to ensure timely and professional communication
Maintaining client records in accordance with compliance standards and regulatory requirements
Identifying process improvement opportunities to drive greater efficiency and consistency
About You
You enjoy helping people and are passionate about delivering outstanding client experiences.
You're a professional, articulate communicator with a client-first mindset. You bring strong organisational skills, attention to detail and a proactive, solutions-focused approach to supporting your adviser, clients and team.
You'll bring:
At least four years' experience in a client services or adviser support role within financial planning or wealth management
A strong understanding of financial advice processes, compliance obligations and client engagement best practices
High attention to detail and excellent organisational skills
Strong communication skills and a commitment to professional client service
Proficiency with financial planning software such as Xplan, the Microsoft Office Suite and CRM systems
A team-first mindset and a proactive approach to solving problems
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