Client service specialist

1 day ago

Perth, Western Australia Capital Partners Pty Full time

We are looking for a client Champion to join our dynamic client services team at Capital Partners If you're already immersed in this space and are passionate about delivering exceptional experiences, we want to hear from you. In this role, you'll work closely with clients and the team to understand client needs, ensuring we consistently exceed their expectations. This is not just a job; it's a career path for those who want to specialize and excel in client services. Join us in creating outstanding experiences that truly make a difference

A Unique Vibe:

Imagine working in a company where every voice matters and every contribution counts. We are proudly owned and led by our team members, creating an environment that is inclusive, collaborative, and truly inspiring.

Empowerment & Growth:

Here, leadership means more than guiding a team—it's about unlocking potential and fostering an environment where personal and professional growth is a priority.

Strategic Innovation:

Embrace a culture that values innovation and encourages you to be curious.

Ongoing Development:

We are committed to your continuous growth with opportunities for training and professional development. Stay ahead with the latest skills and knowledge in the industry.

Meaningful Impact:

Your role will be central to our business improvement initiatives, directly shaping our strategic direction and financial success.

The key details

Who We Are: Capital Partners is an award-winning Financial Planning firm based in Perth. We are dedicated to simplifying financial complexities through insightful and personalized solutions. Our culture revolves around four core values: Think, Do, Live, Play.

Think beyond self: We genuinely care for people and listen and act with heart. We believe in service above self and always go the extra mile.

Do the right thing: We do what we say, take responsibility, and are open, honest, and fair. We believe in having conversations that matter.

Live above the line: We have a growth mindset and commit to learning and growing ourselves and others. We always bring our best and look for better ways to do things.

Play as one team: We lean into challenges, speak up, participate, and collaborate. We play to our strengths and ask for help when we need it.

We are always seeking motivated people looking to achieve their individual career goals on their pathway to true prosperity. Even if your ideal role isn't listed, please still message us to start what could be a lifechanging conversation.

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