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Client Service Associate
2 weeks ago
Join Capital Partners as a Client Service Associate
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 specialise and excel in client services. Join us in creating outstanding experiences that truly make a difference
WHO WE ARE AT CAPITAL PARTNERS:
Recognised Industry Leaders in Financial Planning: Capital Partners have been named the FAAA's Professional Practice of the Year for 2024. This is the third time we've received this honour (2017, 2019, 2024), and we remain the only financial practice in Australia to achieve it more than once
Award-Winning Culture: Capital Partners has been ranked #3 in Best Places to Work in Australia in the WRK+ Program. We believe happy healthy clients can only be served by a happy, healthy team.
Commitment to Excellence: We hold an accreditation with The Centre for Fiduciary Excellence (CEFEX). This means, as a firm, we conform to all practices and criteria that comprise the Global Standard of Fiduciary Excellence. Capital Partners is the only CEFEX Certified Firm in Western Australia.
WHY YOU'LL THRIVE WITH US:
- Be part of a company where every team member's voice is valued, and collective success is a shared goal. We offer an inclusive, inspiring, and empowering environment.
- We champion leadership at all levels, join us in an environment where personal and professional advancement are celebrated.
- We value forward-thinking ideas and a commitment to excellence, involving you directly in creating systems that drive meaningful improvements.
- Ongoing training opportunities, including monthly team sessions, support your growth.
WHY THIS ROLE COULD BE PERFECT FOR YOU:
Join us in our West Perth office, where your client-focused talents will shine. You'll enhance our Advice team while loving the behind-the-scenes work—no task is too big or small.
- Outstanding Client Experience: Provide exceptional service as a key contact for clients, ensuring they receive the best outcomes.
- Client Service Expertise: Bring your experience in dealing with clients and their structures (accounts, trusts, SMSFs, and deceased estates) to support our clients effectively.
- Juggling Priorities: Coordinate multiple priorities and deadlines while pre-emptively identifying client needs and ensuring seamless service delivery.
- Relationship Building: Maintain strong connections with external providers and stakeholders.
- Data Integrity: Ensure high accuracy and compliance in client records.
YOUR WINNING FORMULA:
To succeed as a Client Service Specialist at Capital Partners, you will bring a blend of skills that make a difference. We're looking for someone who is:
- Intermediate to advanced skills in Microsoft Office Suite.
- Excellent written and verbal communication skills.
- We're looking for a proactive problem-solver who's comfortable navigating ambiguity. If you're resourceful and resilient, you'll fit right in.
- Strong abilities to juggle multiple priorities and deadlines.
- Thrive in a dynamic environment with a proactive problem-solving approach.
WHY CAPITAL PARTNERS?
- Innovative Culture: Be part of a forward-thinking company where every voice is valued.
- Growth Opportunities: Explore pathways for advancement within our award-winning firm.
- Supportive Environment: Benefit from ongoing training and a collaborative team atmosphere.
YOUR NEXT STEP:
Ready to make a significant impact and grow your career?
Include a cover letter with your application and let us know why you love client/customer service.
Join Capital Partners and become a key player in delivering exceptional client experiences with a great team
