Join to apply for the Client Experience Consultant role at Picture Wealth3 weeks ago Be among the first 25 applicants Join to apply for the Client Experience Consultant role at Picture Wealth This range is provided by Picture Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$65,000.00/yr - A$75,000.00/yr Full Time Position - Monday - Friday - 38h/week Great location - Broadbeach or Brisbane Offices Career progression opportunity Full Time Position - Monday - Friday - 38h/week Great location - Broadbeach or Brisbane Offices Career progression opportunity Picture Wealth is a leading Fin Tech within the financial advisory industry providing access to on-demand financial experts across wealth and insurance. Picture Wealth 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?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 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 Engaging 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. About You Proven 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. 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. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Customer Service Referrals increase your chances of interviewing at Picture Wealth by 2x Sign in to set job alerts for “Client Consultant” roles. Southport, Queensland, Australia A$32.00-A$33.00 3 days ago Biggera Waters, Queensland, Australia 4 months ago Gold Coast, Queensland, Australia 1 week ago Bundall, Queensland, Australia 1 month ago Gold Coast, Queensland, Australia 3 weeks ago Surfers Paradise, Queensland, Australia 2 months ago Recruitment Consultant with Business Development Expertise Varsity Lakes, Queensland, Australia 1 week ago Gold Coast, Queensland, Australia 3 months ago X-Force Incident Response Consultant - Australia Bundall, Queensland, Australia 23 hours ago Senior Recruitment Consultant - Healthcare Gold Coast, Queensland, Australia 4 months ago Gold Coast, Queensland, Australia 2 weeks ago Gold Coast, Queensland, Australia 2 weeks ago Environmental Approvals Specialist / Environmental Planning Consultant Gold Coast, Queensland, Australia 1 week ago Gold Coast, Queensland, Australia 1 day ago Burleigh Heads, Queensland, Australia 1 day ago Gold Coast A$140,000.00-A$200,000.00 2 weeks ago Senior Consultant, Robina QLD - Suncorp Bank Gold Coast, Queensland, Australia 1 hour ago Varsity Lakes, Queensland, Australia 1 week ago Varsity Lakes, Queensland, Australia 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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