Client Service Associate

Work With Us

Full-Time or Part-Time • Reporting to Senior Client Service Associate

The Client Service Associate (CSA) is responsible for providing exceptional (and enviable) service, going above and beyond for their clients, and being their point of call for all meetings. CSAs are the backbone of the business and are responsible for fostering amazing rapport with our clients. They ensure the efficient running of the advice team through providing administrative support that enables the team to deliver superior client outcomes.

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Financial advisers discussing wealth planning at a private wealth management firm in Perth.

A CAREER WITH US

Position requirements

Being part of our team, and our greater community means that we come together to achieve more than what we could alone. We are a genuine team, with a focus on collaboration, growth, and support. We live our values, we push our abilities, and we don’t walk our paths alone.

Capital Partners wants to build and foster wisdom in our team through courageous curiosity, unique abilities, and creating a purposeful abundance for our people.

: Answer the phone (direct line or overflow) in a friendly manner and assist callers with their queries, including taking a message or directing them to the relevant team member;

Respond to client queries in a timely manner and where it requires additional enquiry with others, ensure the client remains appropriately informed;

Carefully maintain all client records with a high degree of data integrity;

Effectively manage the diaries of the advice team to create productive client workflow;

Follow all internal processes and procedures as well as identifying areas of improvement;

Keep the team accountable by taking ownership at the team’s weekly WIP meeting and following up on action items;

Maintain good working relationships with external providers/stakeholders including, Macquarie and other professionals;

Coordinate the timely implementation of advice strategies with the advice team, including transacting on client accounts with accuracy;

Maintain the highest compliance standards in accordance with the law, ASIC and Austrac requirements; and

Assist with training newer or more junior members of the team.

: Intermediate to advanced skills in Microsoft Suite (Work, Excel, PowerPoint and Outlook);

Clear written and verbal communication skills;

Organised, with the ability to prioritise and manage conflicting deadlines;

Ability to work in a dynamic and fast-paced environment;

Demonstrated commitment to quality, accuracy and attention to detail;

Familiarity with handling matters of a confidential and sensitive nature;

A proactive and analytical approach to problem solving;

Comfortable to work autonomously with minimal supervision but collaborative where appropriate; and

Ability to interact comfortably with clients, team members and other stakeholders in a confident, approachable and professional manner.

: Minimum 2 years’ experience in an administrative role or as a CSA; and

Experience in financial services, professional services or the legal industry would be preferable.

CAREERS AT CAPITAL PARTNERS

Career enquiries

We are always seeking motivated people looking to achieve their individual career goals on their pathway to true prosperity. Even if your ideal role isn’t listed, please still message us to start what could be a lifechanging conversation.

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