Start Date
Immediate
Expiry Date
03 Jan, 27
Salary
80000.0
Posted On
06 Oct, 26
Experience
5 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Industry
Financial Services & Insurance
Location: Perth or North Adelaide
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.
Location: Perth or North Adelaide
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.
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