Client Service Specialist

2 weeks 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

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