Client Services Officer

7 days ago

Brisbane, Australia PictureWealth Full time

**Client Service Officer - Implementation Focused**:

- **Full-time | Monday - Friday | 38 hours per week**:

- **Brisbane or Broadbeach offices - a five-minute walk from Brisbane Central train station or Broadbeach North tram station**

**Power flawless execution in a fast-growing FinTech**

PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future. Our mission**:More Advice to More Lives**. We’re on the lookout for a **Client Service Officer** who thrives on attention to detail, loves helping clients, and brings a sharp focus on implementation. If you’ve had experience executing advice, this is your chance to build your career with purpose.

**Why join us**
- Prime locations near the beach (Broadbeach) or central CBD (Brisbane)
- A rewarding career in a friendly and supportive team environment
- Flexible working options to help you maintain balance in your personal and professional life.
- Access to Employee Assistance Program (including immediate family)
- Social events to meet members across the organisation
- Free fruit, tea, coffee and evening meals available in office
- Full Training and ongoing support

**Your mission**
- Deliver smooth implementation: Manage the journey from advice to action - accurately, professionally, and with clients at heart.
- Keep us compliant: Prepare Notice of Intent forms, maintain accurate records, and meet regulatory obligations.
- Be the client go-to: Send documents for signing, answer questions, and provide timely updates.
- Work collaboratively: Liaise with Advisers, internal teams, and external providers to keep everything on track.
- Review and improve: Run portfolio checks and share ideas to enhance systems and workflows.

**What you’ll bring**
- Highly desirable: RG146, Diploma of Financial Planning or similar (or on the way).
- 2+ years in the financial services industry, preferable with advice implementation, superannuation, investments or related fields.
- Understanding of super, investments, insurance and financial-planning workflows.
- Tech confidence with CRMs, Excel, Word and Outlook
- Sharp attention to detail and ability to simplify complex tasks for clients
- Reliable, deadline-driven and proactive with excellent communication skills

**Ready to Make a Difference?**

Role Type

On-site - Permanent - Full-time - Mid-level Senior

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