Customer Relationship Specialist

1 week ago

Perth, Western Australia beBeeValue Full time $70,000 - $100,000

We prioritize team member satisfaction at Capital Partners, recognizing each individual's unique strengths to help them achieve their objectives and thrive in life.

Our Client Service Associates are the core of our business, cultivating strong relationships with clients. They manage team schedules, coordinate strategy, maintain records, and ensure high compliance standards.

We seek a natural fit for customer service, eager to support clients and develop lasting connections. The ideal candidate will be well-organized, able to prioritize tasks effectively, and take pride in delivering quality results.

We offer various benefits, including opportunities for learning from experienced financial advisers, regular social events, company-sponsored formal study, and recognition programs.

Key responsibilities include managing team schedules, coordinating strategies, maintaining records, ensuring high compliance standards, improving internal processes, and building working relationships with clients and stakeholders.

  • Prides self in quality and attention to detail
  • Loves collaborating and being part of a team
  • Enjoys problem-solving
  • Driven by desire to deliver value

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