Client Service Specialist

Job description

Client Services Specialist (Full-time) Location: North Adelaide or Perth: About the Role: At PictureWealth, our Client Services team plays a critical role in delivering a seamless, high-quality experience for our clients. We’re looking for a proactive and detail-oriented Client Services Specialist to support the implementation of advice and ensure every client interaction is handled with professionalism, care, and efficiency. You’ll work closely with Advisers, the Client Services team, and internal stakeholders to optimise workflows, strengthen relationships, and continuously enhance the client experience. This role is ideal for someone who enjoys problem-solving, thrives in a fast-paced environment, and is looking to build a long-term career within financial planning. What You’ll Bring: Strong communication skills, with the ability to build trust and manage client expectations A solutions-focused mindset with the ability to resolve issues efficiently and professionally High attention to detail and strong organisational skills Ability to manage competing priorities and work across multiple workflows Experience collaborating within cross-functional teams: Confidence using CRM system...