Client Experience Consultant

• 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.