Client Experience Consultant

3 days ago

Brisbane, Queensland, Australia PictureWealth Full time $60,000 - $90,000 per year
  • Full Time Position - Monday - Friday - 38h/week
  • Great location - Broadbeach or Brisbane Offices
  • Career progression opportunity

PictureWealth
is a leading FinTech within the financial advisory industry providing access to on-demand financial experts across wealth and insurance. PictureWealth has blended professional human knowledge with the digital world to optimise the outcomes for their members. Our company is a leader in digital financial services and is changing the way our clients interact with their money and their financial adviser.

Why join us?

  • Great location across from the Broadbeach beach or next to Brisbane Central Station
  • 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

About the Position

This role is ideal for a dynamic individual with a strong sales background, passionate about delivering exceptional customer experiences within a growing financial advisory firm.

Your role and responsibilities include, but not limited to:

  • Engaging clients over the phone to update information and conduct fact-finding.
  • Scheduling and confirming client appointments with Financial Advisers.
  • Providing outstanding service to build and maintain client relationships.
  • Conducting both inbound and outbound calls to ensure seamless client service.
  • Supporting Financial Advisers with scheduling and client information management.
  • Utilizing CRM and financial platforms to manage client workflows.
  • Regular use of Microsoft Office programs.

About you:

  • Proven experience in a client-facing role within financial services, with a strong sales background.
  • Proficiency in CRM systems and other relevant software tools.
  • Excellent communication skills, both verbal and written.
  • Ability to multitask and prioritize effectively in a fast-paced environment.
  • Collaborative mindset with adaptability to work in a diverse team.

Ready to Make a Difference?

If you're passionate about creating positive client experiences and building strong, lasting relationships, we want to hear from you. Apply now to join a company that's dedicated to making a meaningful impact on both our clients and the community.

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