Client Services Officer

• Client Service Officer – Opportunities also available for Insurance Specialist and Advice Implementation Specialist
• Full-time | Monday – Friday | 38 hours per week
• Perth, Brisbane or Broadbeach offices – a five-minute walk from Brisbane Central train station or Broadbeach North tram station

• Power flawless execution in a fast-growing FinTech 🚀 PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future. Our mission: More Advice to More Lives. We’re on the lookout for a Client Service Officer who thrives on attention to detail, loves helping clients, and brings a sharp focus on implementation. If you’ve had experience executing advice, this is your chance to build your career with purpose.

• Why join us

• 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

• Your mission

• Deliver smooth implementation: Manage the journey from advice to action – accurately, professionally, and with clients at heart.
• Action advice strategies: Process Super/investment rollovers, switches, fee applications, and insurance changes.
• Keep us compliant: Prepare Notice of Intent forms, maintain accurate records, and meet regulatory obligations.
• Be the client go-to: Send documents for signing, answer questions, and provide timely updates.
• Work collaboratively: Liaise with Advisers, internal teams, and external providers to keep everything on track.
• Review and improve: Run portfolio checks and share ideas to enhance systems and workflows.

• What you’ll bring

• Highly desirable: RG146, Diploma of Financial Planning or similar (or on the way).
• 3-5 years in the financial services industry, preferable with advice implementation, superannuation, investments or related fields.
• Understanding of super, investments, insurance and financial-planning workflows.
• Tech confidence with CRMs, Excel, Word and Outlook
• Sharp attention to detail and ability to simplify complex tasks for clients
• Reliable, deadline-driven and proactive with excellent communication skills

Ready to Make a Difference? If you’re passionate about financial wellbeing and love turning advice into action, we’d love to hear from you. Hit Apply Now and help shape the future of advice with PictureWealth.