HNW Private Wealth Client Experience Specialist (Perth)

HNW Private Wealth Client Experience Specialist (Perth)

25 Sep
|
PictureWealth
|
Perth

25 Sep

PictureWealth

Perth

Job Description

PictureWealth is seeking a Client Service Specialist to support a Financial Adviser in Perth Private Wealth, coordinating client administration and delivering high-quality service to our high net-worth clients. You will prepare SOAs and meeting materials, manage advice implementation, and maintain compliant client records, while identifying improvements to drive efficiency and client satisfaction.

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Join a agile, boutique private wealth team in a collaborative environment that values accuracy,

📌 HNW Private Wealth Client Experience Specialist (Perth)
🏢 PictureWealth
📍 Perth

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