Overview
* Client Service Officer - Opportunities also available for Insurance Specialist and Advice Implementation Specialist
* Full-time | Monday – Friday | 38 hours per week
* Perth, Brisbane or Broadbeach offices – a five-minute walk from Brisbane Central train station or Broadbeach North tram station
Power flawless execution in a fast-growing FinTech PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future. Our mission: More Advice to More Lives. We're on the lookout for a Client Service Officer who thrives on attention to detail, loves helping clients, and brings a sharp focus on implementation. If you've had experience executing advice, this is your chance to build your career with purpose.
* A rewarding career in a friendly and supportive team environment
* Flexible 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 organisation
* Free fruit, tea, coffee and evening meals available in office
* Full Training and ongoing support
Your mission
* Deliver smooth implementation: Manage the journey from advice to action - accurately, professionally, and with clients at heart.
* Action advice strategies: Process Super/investment rollovers, switches, fee applications, and insurance changes.
* Keep us compliant: Prepare Notice of Intent forms, maintain accurate records, and meet regulatory obligations.
* Be the client go-to: Send documents for signing, answer questions, and provide timely updates.
* Work collaboratively: Liaise with Advisers, internal teams, and external providers to keep everything on track.
* Review and improve: Run portfolio checks and share ideas to enhance systems and workflows.
What you'll bring
* Highly desirable: RG146, Diploma of Financial Planning or similar (or on the way).
* 3-5 years in the financial services industry, preferable with advice implementation, superannuation, investments or related fields.
* Understanding of super, investments, insurance and financial-planning workflows.
* Tech confidence with CRMs, Excel, Word and Outlook
* Sharp attention to detail and ability to simplify complex tasks for clients
* Reliable, deadline-driven and proactive with excellent communication skills
Ready to Make a Difference? If you're passionate about financial wellbeing and love turning advice into action, we'd love to hear from you. Hit Apply Now and help shape the future of advice with PictureWealth.
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