Full Time Position - Monday - Friday - 38h/week (Part time also considered) 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.
Great location across from the Broadbeach beach or next to Brisbane Central Station 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 About the Position This position is ideal for someone who is enthusiastic about customer service and wants to make a difference in the client experience within a growing financial advisory firm.
Your role and responsibilities include, but are not limited to:
Engage with clients over the phone to update information and conduct fact-finding Schedule and confirm client appointments with Financial Advisers Provide an exceptional service experience to build and maintain client relationships Conduct both inbound and outbound calls to facilitate seamless client service Support Financial Advisers with scheduling and client information management Utilize CRM and financial platforms to manage client workloads Frequent use of Microsoft Office programs. About you The ideal candidate will possess the following skills:
Proficient with computers and MS Office. Strong attention to detail. Strong verbal and written communication skills, with the ability to engage clients and team members effectively. Competency in multitasking and prioritising workloads. Collaborative and adaptable with the ability to work with a diverse team of professionals. 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.
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