Job Description

Client Service Specialist – Private Wealth

n

Perth CBD – a two-minute stroll from Raine Square

n

Hybrid Full time | Monday–Friday | 38 hours per week

n

Join PictureWealth Private Wealth

n

PictureWealth is on a mission to deliver More Advice to More Lives.

n

PictureWealth is reimagining how Australians engage with money by blending human expertise with digital tools. From wealth creation to insurance, our on-demand advisers help clients picture, and achieve, their best financial future.

n

As our growth continues, we're looking for a client-focused Client Service Support Specialist to join our Private Wealth team in Perth.

n

This is an opportunity to build a rewarding career while helping turn great service into exceptional client experiences.

n

Working closely with a Financial Adviser, you'll play an important role in managing client workflows, maintaining compliance standards and ensuring a seamless and professional client experience.

n

About the Role

n

As a Client Service Support Specialist, you'll be an integral part of our Holistic Advice division, supporting a Financial Adviser to deliver an exceptional standard of service to our high net-worth clients.

n

You'll spend your days coordinating client administration, supporting the delivery and implementation of advice, and keeping clients, providers and internal teams connected.

n

Key responsibilities include:

n

n
- Providing day-to-day support to a Financial Adviser, managing client administration and service delivery
n
- Coordinating and preparing documentation for client meetings, including Statements of Advice (SOAs), review packs and follow-up tasks
n
- Managing the implementation of advice and ongoing client requests with accuracy and urgency
n
- Liaising with clients, product providers and internal stakeholders to ensure timely and professional communication
n




- Maintaining client records in accordance with compliance standards and regulatory requirements
n
- Identifying process improvement opportunities to drive greater efficiency and consistency
n

n

About You

n

You enjoy helping people and are passionate about delivering outstanding client experiences.

n

You're a professional, articulate communicator with a client-first mindset. You bring robust organisational skills, attention to detail and a proactive, solutions-focused approach to supporting your adviser, clients and team.

n

You'll bring:

n

n
- At least four years' experience in a client services or adviser support role within financial planning or wealth management
n
- A strong understanding of financial advice processes, compliance obligations and client engagement best practices
n
- High attention to detail and excellent organisational skills
n
- Strong communication skills and a commitment to professional client serviceProficiency with financial planning software such as Xplan, the Microsoft Office Suite and CRM systems
n
- A team-first mindset and a proactive approach to solving problems
n

n

Why Join PictureWealth?

n

n
- Build a rewarding career in a friendly and supportive team environment
n
- Work in a prime Perth CBD location, with cafés, trains and Raine Square on your doorstep
n
- Access flexible working options to support balance in your personal and professional life
n
- Access our Employee Assistance Program, including support for your immediate family
n
- Connect with colleagues across the organisation through social events
n
- Enjoy free fruit, snacks, tea and coffee in the office
n
- Receive full training and ongoing support
n

n

If you're passionate about creating positive client experiences and building strong, lasting relationships, we'd love to hear from you.

n

Join a company dedicated to making a meaningful impact on our clients and the community while helping shape the future of financial well-being.

📌 Private Wealth - Client Service Specialist (Perth)
🏢 PictureWealth
📍 Perth