Client Service Specialist

Full Time Position - Monday - Friday - 38h/weekPerth CBD – a two-minute stroll from Raine SquarePictureWealth is re-imagining how Australians engage with money by blending human expertise with cutting-edge digital tools. Our mission is simple: More Advice to More Lives. From wealth creation to insurance, our on-demand advisers help clients picture, and achieve, their best financial future. As our growth accelerates, we’re searching for a Client Service Specialist who thrives on turning great service into unforgettable experiences. Why join us?Prime CBD location – cafés, trains and Raine Square are on our doorstep.

A rewarding career in a friendly and supportive team environmentFlexible 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 organisationFree fruit, snacks, tea, coffee available in officeFull Training and ongoing supportYour MissionReporting to the Head of Client Services, you’ll be the glue that keeps clients smiling and teams humming—helping us deliver More Advice to More Lives every single day. Champion client happiness – answer questions, solve issues and celebrate wins.

Elevate our service – gather insights, spot trends and help design wow-factor workflows. Smooth onboarding – guide new clients every step of the way, from first hello to signed-up pro. Collaborate across the business – partner with advisers, tech, compliance and ops to keep everything seamless. Own the data – maintain spotless CRM records, track KPIs and turn numbers into improvement ideas. Be our industry connector – nurture relationships with advisers and external partners. About You2–3 years in a client-facing financial-services role (advice, insurance, banking or similar). Exceptional verbal and written communication—you make complex things simple and build trust fast.

Calm, solutions-first mindset when juggling priorities or smoothing bumps in the road. Confident with CRMs and Microsoft 365; bonus points for wealth-management software know-how. A flair for teamwork—your positivity lifts the whole room. Eager to keep learning: qualifications in finance or customer service are valued but not essential. Ready to shape the future of financial well-being?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.