Senior Client Service Specialist

Senior Client Service Specialist – Private Wealth

📍 Perth CBD – a two-minute stroll from Raine Square 

Hybrid Full time | Monday–Friday | 38 hours per week

Join PictureWealth Private Wealth

PictureWealth is on a mission to deliver More Advice to More Lives.

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.

As our growth continues, we’re looking for a client-focused Client Service Support Specialist to join our Private Wealth team in Perth.

This is an opportunity to build a rewarding career while helping turn great service into exceptional client experiences.

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.

About the Role

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.

You’ll spend your days coordinating client administration, supporting the delivery and implementation of advice, and keeping clients, providers and internal teams connected.

Key responsibilities include:

• Providing day-to-day support to a Financial Adviser, managing client administration and service delivery
• Coordinating and preparing documentation for client meetings, including Statements of Advice (SOAs), review packs and follow-up tasks
• Managing the implementation of advice and ongoing client requests with accuracy and urgency
• Liaising with clients, product providers and internal stakeholders to ensure timely and professional communication
• Maintaining client records in accordance with compliance standards and regulatory requirements
• Identifying process improvement opportunities to drive greater efficiency and consistency

About You

You enjoy helping people and are passionate about delivering outstanding client experiences.

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.

You’ll bring:

• At least four years’ experience in a client services or adviser support role within financial planning or wealth management
• A strong understanding of financial advice processes, compliance obligations and client engagement best practices
• High attention to detail and excellent organisational skills
• Strong communication skills and a commitment to professional client service
• Proficiency with financial planning software such as Xplan, the Microsoft Office Suite and CRM systems
• A team-first mindset and a proactive approach to solving problems

Why Join PictureWealth?

• Build a rewarding career in a friendly and supportive team environment
• Work in a prime Perth CBD location, with cafés, trains and Raine Square on your doorstep
• Access flexible working options to support balance in your personal and professional life
• Access our Employee Assistance Program, including support for your immediate family
• Connect with colleagues across the organisation through social events
• Enjoy free fruit, snacks, tea and coffee in the office
• Receive full training and ongoing support

If you’re passionate about creating positive client experiences and building strong, lasting relationships, we’d love to hear from you.

Join a company dedicated to making a meaningful impact on our clients and the community while helping shape the future of financial well-being.

Apply now and join the PictureWealth Private Wealth team.