Client Service Associate

Capital Partners Private Wealth Advisers; Perth; On-site; AUD 60,000 - 80,000; Full time

Job summary

Capital Partners Private Wealth Advisers in West Perth is seeking a Client Service Associate to join our client services team. You will act as a trusted client champion, understanding client needs and ensuring we consistently exceed expectations while supporting the Advice team.

In this role you will manage multiple priorities, maintain data integrity in client records, and build strong relationships with clients and external providers, including trusts and SMSFs.

Qualifications

• Proficient in Microsoft Office Suite and data handling.
• Excellent written and verbal communication skills.
• Proactive problem-solver with ability to manage ambiguity.
• Able to juggle multiple priorities and deadlines.
• Strong relationship-building with clients and external providers.

Responsibilities

• Provide exceptional service as a key contact for clients.
• Support clients with accounts, trusts, SMSFs, and deceased estates.
• Coordinate multiple priorities and deadlines to ensure seamless service delivery.
• Maintain strong relationships with external providers and stakeholders.
• Ensure data integrity and compliance in client records.

Job description

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!

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:

• 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.

YOUR NEXT STEP:

Ready to make a significant impact and grow your career?