OverviewPictureWealth 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.Base pay range: A$65,000.00/yr - A$75,000.00/yrResponsibilitiesEngaging clients over the phone to update information and conduct fact-finding.Scheduling and confirming client appointments with Financial Advisers.Providing outstanding service to build and maintain client relationships.Conducting both inbound and outbound calls to ensure seamless client service.Supporting Financial Advisers with scheduling and client information management.Utilizing CRM and financial platforms to manage client workflows.Regular use of Microsoft Office programs.QualificationsProven experience in a client-facing role within financial services, with a strong sales background.Proficiency in CRM systems and other relevant software tools.Excellent communication skills, both verbal and written.Ability to multitask and prioritize effectively in a fast-paced environment.Collaborative mindset with adaptability to work in a diverse team.Employment detailsFull-Time Position - Monday - Friday - 38h/weekLocation: Broadbeach or Brisbane OfficesCareer progression opportunityBenefitsGreat location across from the Broadbeach beach or next to Brisbane Central StationA rewarding career in a friendly and supportive team environmentFlexible working options to help you maintain balance in your personal and qualified lifeAccess to Employee Assistance Program (including immediate family)Social events to meet members across the organisationFree fruit, tea, coffee and evening meals available in officeFull Training and ongoing supportAbout the positionThis role is ideal for a dynamic individual with a strong sales background, passionate about delivering exceptional customer experiences within a growing financial advisory firm.About the position details are as provided by the original posting.
#J-18808-Ljbffr
📌 Client Experience Consultant
🏢 PictureWealth
📍 Brisbane