Private Wealth Client Experience Specialist

PictureWealth; Perth; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible working options

Professional training and development

Employee Assistance Program

Job summary

PictureWealth is seeking a Client Service Specialist to support a Financial Adviser in Perth Private Wealth, coordinating client administration and delivering high-quality service to our high net-worth clients.

You will prepare SOAs and meeting materials, manage advice implementation, and maintain compliant client records, while identifying improvements to drive efficiency and client satisfaction.

Qualifications

• Four years' experience in a client services or adviser support role within financial planning or wealth management.
• Strong understanding of financial advice processes, compliance obligations and client engagement best practices.
• High attention to detail and excellent organisational skills.
• 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.

Responsibilities

• 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.

Skills

Client services

Adviser support

Communication

Organisational skills

Team player

Tools

Xplan

CRM systems

Microsoft Office

Job description

PictureWealth is seeking a Client Service Specialist to support a Financial Adviser in Perth Private Wealth, coordinating client administration and delivering high-quality service to our high net-worth clients.

You will prepare SOAs and meeting materials, manage advice implementation, and maintain compliant client records, while identifying improvements to drive efficiency and client satisfaction.