Client Service Specialist

About The Role

PictureWealth is seeking a dedicated Client Services Specialist to join their team in Perth or North Adelaide. This pivotal role contributes significantly to delivering an exceptional client experience by supporting advice implementation and ensuring interactions with clients are conducted with utmost professionalism, care, and efficiency. Working collaboratively with Advisers, the Client Services team, and various internal stakeholders, the specialist focuses on optimizing workflows, building strong client relationships, and enhancing overall client satisfaction. This position suits individuals who enjoy solving problems, thrive under dynamic work conditions, and aim to cultivate a long-term career in financial planning.

Key Responsibilities

• Provide outstanding client service by serving as a primary contact and facilitating a smooth client journey from advice delivery to execution.
• Manage workflow processes such as client onboarding, account setup, and deploying financial advice strategies.
• Work collaboratively with advisers and internal teams to guarantee prompt and accurate service delivery.
• Identify and implement process improvements to increase efficiency and client satisfaction.
• Ensure precise client records and documentation adhere to all regulatory standards.
• Utilize systems like XPLAN for client data management, workflow tracking, and reporting needs.
• Participate actively in team projects and promote a positive, high-performing work culture.

Candidate Profile

• Possesses 2 to 3 years of experience in client-facing roles, preferably within financial planning.
• Demonstrates a solid understanding of financial products and processes (advantageous).
• Experience with XPLAN software is desirable.
• Has undertaken financial planning education such as RG146 accreditation or Diploma of Financial Planning (beneficial).

Why Choose PictureWealth?

PictureWealth is a progressive advice firm placing people at the heart of its operations. They offer career advancement opportunities through structured development plans, continuous training, and support to foster growth within financial planning.

• Flexible working arrangements supporting a balance of remote and onsite work.
• A collaborative and friendly team environment.
• Recognition programs including Shine Awards and regular team acknowledgements.
• Social activities and events that encourage team bonding.
• Meaningful work contributing to clients' financial well-being in a rapidly growing company.