Client Service Specialist

1 week ago

Perth, Australia PictureWealth Full time

**Full Time Position - Monday - Friday - 38h/week**:

- **Perth CBD - a two-minute stroll from Raine Square**

PictureWealth is re-imagining how Australians engage with money by blending human expertise with cutting-edge digital tools. **Our mission is simple: More Advice to More Lives.** From wealth creation to insurance, our on-demand advisers help clients picture, and achieve, their best financial future. As our growth accelerates, we’re searching for a Client Service Specialist who thrives on turning great service into unforgettable experiences.

**Why join us?**
- Prime CBD location - cafés, trains and Raine Square are on our doorstep.
- 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, snacks, tea, coffee available in office
- Full Training and ongoing support

**Your Mission**

Reporting to the Head of Client Services, you’ll be the glue that keeps clients smiling and teams humming—helping us deliver More Advice to More Lives every single day.
- **Champion client happiness** - answer questions, solve issues and celebrate wins.
- **Elevate our service** - gather insights, spot trends and help design wow-factor workflows.
- **Smooth onboarding** - guide new clients every step of the way, from first hello to signed-up pro.
- **Collaborate across the business**- partner with advisers, tech, compliance and ops to keep everything seamless.
- **Own the data** - maintain spotless CRM records, track KPIs and turn numbers into improvement ideas.
- **Be our industry connector** - nurture relationships with advisers and external partners.

**About you**:

- 2-3 years in a client-facing financial-services role (advice, insurance, banking or similar).
- Exceptional verbal and written communication—you make complex things simple and build trust fast.
- Calm, solutions-first mindset when juggling priorities or smoothing bumps in the road.
- Confident with CRMs and Microsoft 365; bonus points for wealth-management software know-how.
- A flair for teamwork—your positivity lifts the whole room.
- Eager to keep learning: qualifications in finance or customer service are valued but not essential.

**Ready to shape the future of financial well-being?**

Role Type

Permanent - Full-time - Mid-level Senior

  • Client Services Specialist

    4 days ago

    Perth, Australia Insignis Full time

    Overview Insignis Cash Solutions is a fast-growing, Cambridge and London based FinTech company looking for an enthusiastic individual to join our busy team. We are expanding, making this a perfect position if you’d like to have a significant impact on a company’s early growth and to develop your role and career as the business evolves. Our ideal...

  • Client Services

    3 weeks ago

    Perth, Western Australia The Andersen Partnership Full time

    *** Hiring for Client Service Associates & Client Service Managers in PERTH ***Looking for Experienced individuals within Wealth Management to join expanding financial planning teams as a Client Services Manager.The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house...

  • Client Services

    2 days ago

    Perth, Western Australia The Andersen Partnership Full time $80,000 - $120,000 per year

    *** Hiring for Client Service Associates & Client Service Managers in PERTH ***Looking for Experienced individuals within Wealth Management to join expanding financial planning teams as a Client Services Manager.The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house...

  • Client Services

    3 weeks ago

    Perth, Western Australia The Andersen Partnership Full time

    Base pay rangeA$75,000.00/yr - A$92,500.00/yrPositionClient Services Associate / Client Services Manager – PerthThe Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams.The roles offer exposure to all...

  • Client Services Manager

    3 days ago

    Perth, Australia PictureWealth Full time

    **About Us** At PictureWealth, we’re dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering “More Advice to More Australians”, making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Perth, Gold Coast,...

  • Client service specialist

    4 weeks ago

    Perth, Western Australia Capital Partners Pty Full time

    We are looking for a client Champion to join our dynamic client services team at Capital Partners If you're already immersed in this space and are passionate about delivering exceptional experiences, we want to hear from you. In this role, you'll work closely with clients and the team to understand client needs, ensuring we consistently exceed their...

  • Client service specialist

    3 weeks ago

    Perth, Western Australia Capital Partners Pty Full time

    We are looking for a client Champion to join our dynamic client services team at Capital Partners If you're already immersed in this space and are passionate about delivering exceptional experiences, we want to hear from you. In this role, you'll work closely with clients and the team to understand client needs, ensuring we consistently exceed their...

  • Client service specialist

    2 weeks ago

    Perth, Australia Capital Partners Pty Full time

    We are looking for a client Champion to join our dynamic client services team at Capital Partners! If you’re already immersed in this space and are passionate about delivering exceptional experiences, we want to hear from you. In this role, you’ll work closely with clients and the team to understand client needs, ensuring we consistently exceed their...

  • Client Services Manager

    4 weeks ago

    Perth, Western Australia PictureWealth Full time

    About Us At PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering "More Advice to More Australians", making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Perth, Gold Coast, Brisbane...

  • Client Services Manager

    4 weeks ago

    Perth, Western Australia PictureWealth Full time

    About UsAt PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering "More Advice to More Australians", making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Perth, Gold Coast, Brisbane CBD,...