Excellence Driven Client Advocate

2 days ago


Perth, Western Australia beBeeClient Full time $90,000 - $120,000
Our team is looking for a dedicated and passionate individual to join our dynamic environment at Capital Partners. As a Client Service Champion, you will be the face of our company, working closely with clients and colleagues to understand their needs and exceed expectations consistently.We pride ourselves on fostering an inclusive atmosphere where every voice matters and every contribution counts. Our collaborative approach encourages innovation and growth, inspiring each employee to reach their full potential.At Capital Partners, we are committed to empowering our employees' futures through ongoing training and opportunities for personal and professional development. This ensures that everyone stays ahead in the industry, equipped with the latest skills and knowledge.As a Client Service Champion, you will play a vital role in driving meaningful impact and financial success. Embracing a culture that values innovation and curiosity, you will contribute to shaping our strategic vision.The Key DetailsCapital Partners is a leading Financial Planning firm based in Perth, dedicated to simplifying financial complexities through insightful solutions. Our core values revolve around Think, Do, Live, Play:
  • Think beyond self: We genuinely care for people and listen and act with heart.
  • Do the right thing: We do what we say, take responsibility, and are open, honest, and fair.
  • Live above the line: We have a growth mindset and commit to learning and growing ourselves and others.
  • Play as one team: We lean into challenges, speak up, participate, and collaborate.

Our ideal candidate is motivated, enthusiastic, and committed to achieving their individual career goals on their pathway to true prosperity.



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