Private Wealth - Client Service 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

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 serviceProficiency 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.