Client Service Associate: Elevate Client Experience

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

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.