Client Service Associate

Living the Capital Partners culture.

The position of Client Service Associate (CSA) is primarily responsible for ensuring the efficient running of the advice team, to enable us to deliver superior outcomes for our clients. This is achieved through the effective management of our client database; liaison with clients and advisers, implementation of all advice and general office administration.

Key Functions of the Role

  • Maintain appropriate standards in relation to compliance with the law, ASIC and Austrac requirements,
    and maintain appropriate records;
  • Accurate and timely implementation of client strategies;
  • Maintain all client records with a high degree of data integrity;
  • Efficient management of team diaries to ensure capacity is utilised and client workflow is productive;
  • Management and accountability of the advice team in regard to client deliverables;
  • Input into designing and then operating within the Capital Partners way by continually improving and developing internal processes and procedures; and,
  • Build effective working relationships with external providers and key stakeholders (ie Macquarie, MLC, Zurich).

Read full position description.