Client Services Specialist (Full-time)
Location: North Adelaide or Perth
About the Role
At PictureWealth, our Client Services team plays a critical role in delivering a seamless, high-quality experience for our clients.
We’re looking for a proactive and detail-oriented Client Services Specialist to support the implementation of advice and ensure every client interaction is handled with professionalism, care, and efficiency. You’ll work closely with Advisers, the Client Services team, and internal stakeholders to optimise workflows, strengthen relationships, and continuously enhance the client experience.
This role is ideal for someone who enjoys problem-solving, thrives in a fast-paced environment, and is looking to build a long-term career within financial planning.
What You’ll Bring
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Strong communication skills, with the ability to build trust and manage client expectations
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A solutions-focused mindset with the ability to resolve issues efficiently and professionally
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High attention to detail and strong organisational skills
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Ability to manage competing priorities and work across multiple workflows
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Experience collaborating within cross-functional teams
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Confidence using CRM systems and Microsoft Office (or similar tools)
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A proactive approach to improving processes and client outcomes
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A genuine interest in financial planning and ongoing professional development
Key Responsibilities
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Deliver an exceptional client experience – Act as a key point of contact for clients, ensuring clear communication and a smooth journey from advice through to implementation
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Support advice implementation – Manage workflows including onboarding, account setup, and execution of advice strategies
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Collaborate across teams – Work closely with Advisers and internal stakeholders to ensure timely and accurate delivery of services
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Drive continuous improvement – Identify opportunities to streamline processes and enhance efficiency
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Maintain compliance and accuracy – Ensure all client records and documentation meet regulatory requirements
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Leverage systems and technology – Utilise tools such as XPLAN to manage client data, workflows, and reporting
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Contribute to team success – Actively participate in team initiatives and support a high-performing, positive culture
What We’re Looking For
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2–3 years’ experience in a client-facing role (financial planning preferred)
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Knowledge of financial products and processes is advantageous
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Experience using XPLAN (desirable)
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Financial planning studies, including RG146 or Diploma of Financial Planning (desirable)
Why Join PictureWealth?
We’re building a modern, forward-thinking advice business — and our people are at the centre of that.
At PictureWealth, you’ll benefit from:
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Career growth and development – Clear pathways, ongoing training, and support to progress your career in financial planning
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Flexible working – A hybrid approach that supports balance and productivity
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A strong team culture – Collaborative, down-to-earth teams who genuinely enjoy working together
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Recognition and reward – Including our Shine Awards and regular team recognition
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Social connection – Regular team events, celebrations, and initiatives across our offices
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Meaningful work – Be part of a business that is growing quickly and making a real difference in clients’ financial lives
