* Full Time Position - Monday - Friday - 38h/week
* Great location - Broadbeach or Brisbane Offices
* Career progression opportunity
PictureWealth is a leading FinTech within the financial advisory industry providing access to on-demand financial experts across wealth and insurance. PictureWealth has blended professional human knowledge with the digital world to optimise the outcomes for their members. Our company is a leader in digital financial services and is changing the way our clients interact with their money and their financial adviser.
Why join us?
o Great location across from the Broadbeach beach or next to Brisbane Central Station
o A rewarding career in a friendly and supportive team environment
o Flexible working options to help you maintain balance in your personal and professional life.
o Access to Employee Assistance Program (including immediate family)
o Social events to meet members across the organisation
o Free fruit, tea, coffee and evening meals available in office
o Full Training and ongoing support
About The Position
This role is ideal for a dynamic individual with a strong sales background, passionate about delivering exceptional customer experiences within a growing financial advisory firm.
Your Role And Responsibilities Include, But Not Limited To
o Engaging clients over the phone to update information and conduct fact-finding.
o Scheduling and confirming client appointments with Financial Advisers.
o Providing outstanding service to build and maintain client relationships.
o Conducting both inbound and outbound calls to ensure seamless client service.
o Supporting Financial Advisers with scheduling and client information management.
o Utilizing CRM and financial platforms to manage client workflows.
o Regular use of Microsoft Office programs.
About You
o Proven experience in a client-facing role within financial services, with a strong sales background.
o Proficiency in CRM systems and other relevant software tools.
o Excellent communication skills, both verbal and written.
o Ability to multitask and prioritize effectively in a fast-paced environment.
o Collaborative mindset with adaptability to work in a diverse team.
Ready to Make a Difference?
If you’re passionate about creating positive client experiences and building strong, lasting relationships, we want to hear from you. Apply now to join a company that’s dedicated to making a meaningful impact on both our clients and the community.