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Private Wealth - Client Service SpecialistJoin to apply for the Private Wealth - Client Service Specialist role at PictureWealthPrivate Wealth - Client Service Specialist2 days ago Be among the first 25 applicantsJoin to apply for the Private Wealth - Client Service Specialist role at PictureWealthFull Time Position - Monday - Friday - 38h/weekPerth CBD a two-minute stroll from Raine SquareFull Time Position - Monday - Friday - 38h/weekPerth CBD a two-minute stroll from Raine SquarePictureWealth is re-imagining how Australians engage with money by blending human expertise with cutting-edge digital tools. Our mission is simple: More Advice to More Lives. From wealth creation to insurance, our on-demand advisers help clients picture, and achieve, their best financial future. As our growth accelerates, were searching for a Client Service Specialist who thrives on turning great service into unforgettable experiences.Why join us?Prime CBD location cafs, trains and Raine Square are on our doorstep.A rewarding career in a friendly and supportive team environmentFlexible 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 organisationFree fruit, snacks, tea, coffee available in officeFull Training and ongoing supportYour MissionAs a Client Service Support Specialist, you will be an integral part of our Private Wealth division. You will work closely with a Financial Adviser to ensure an exceptional standard of service is delivered to our clients. Your role will be crucial in managing client workflows, maintaining compliance standards, and ensuring a seamless and professional client experience.Key ResponsibilitiesProvide day-to-day support to a Financial Adviser, managing client administration and service delivery.Coordinate and prepare documentation for client meetings, including Statements of Advice (SOAs), review packs, and follow-up tasks.Manage implementation of advice and ongoing client requests with accuracy and urgency.Liaise with clients, product providers, and internal stakeholders to ensure timely and professional communication.Maintain client records in accordance with compliance standards and regulatory requirements.Identify process improvement opportunities to drive greater efficiency and consistency.About YouMinimum 2+ 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.Professional, articulate communicator with a client-first mindset.Proficient with financial planning software (e.g. Xplan), MS Office Suite, and CRM systems.A team player with a proactive, solutions-focused approach.Ready to shape the future of financial well-being?If youre passionate about creating positive client experiences and building strong, lasting relationships, we want to hear from you. 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