/n /n Senior Client Service Specialist – Private Wealth /n /n Perth CBD – a two-minute stroll from Raine Square /n Hybrid Full time | Monday–Friday | 38 hours per week /n /n Join PictureWealth Private Wealth /n /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 /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 /n This is an opportunity to build a rewarding career while helping turn great service into exceptional client experiences. /n /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 /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 /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 /n Key responsibilities include: /n /n

- Providing day-to-day support to a Financial Adviser, managing client administration and service delivery

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- Coordinating and preparing documentation for client meetings, including Statements of Advice (SOAs), review packs and follow-up tasks

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- Managing the implementation of advice and ongoing client requests with accuracy and urgency

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- Liaising with clients, product providers and internal stakeholders to ensure timely and professional communication

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- Maintaining client records in accordance with compliance standards and regulatory requirements

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- Identifying process improvement opportunities to drive greater efficiency and consistency

/n /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 strong organisational skills, attention to detail and a proactive, solutions-focused approach to supporting your adviser, clients and team. /n /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

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- A solid understanding of financial advice processes, compliance obligations and client engagement best practices

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- High attention to detail and excellent organisational skills

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- Strong communication skills and a commitment to skilled client service

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- Proficiency with financial planning software such as Xplan, the Microsoft Office Suite and CRM systems

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- A team-first mindset and a proactive approach to solving problems

/n /n /n Why Join PictureWealth? /n /n

- Build a rewarding career in a friendly and supportive team workplace

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- Work in a prime Perth CBD location, with cafés, trains and Raine Square on your doorstep

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- Access flexible working options to support balance in your personal and professional life

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- Access our Employee Assistance Program, including support for your immediate family

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- Connect with colleagues across the organisation through social events

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- Enjoy free fruit, snacks, tea and coffee in the office

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- Receive full training and ongoing support

/n /n /n If you’re passionate about creating positive client experiences and building strong, lasting relationships, we’d love to hear from you. /n /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. /n /n Apply now and join the PictureWealth Private Wealth team. /n /n

📌 Senior Client Service Specialist (Perth)
🏢 PictureWealth
📍 Perth