Client Services Officer

4 days ago

Brisbane, Queensland, Australia PictureWealth Full time $80,000 - $120,000 per year
  • 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.
  • Action advice strategies: Process Super/investment rollovers, switches, fee applications, and insurance changes.
  • 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?

If you're passionate about financial wellbeing and love turning advice into action, we'd love to hear from you. Hit Apply Now and help shape the future of advice with PictureWealth.

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