Client Service Specialist

Work With Us

We are seeking an experienced Client Service Specialist to join our Client Services team. Our Client Service Specialists (CSS) are responsible for providing exceptional (and enviable) service, going above and beyond for their clients, and being their point of call for all meetings. The Client Service team is 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 implementation and administrative support that enables the team to deliver superior client outcomes.

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Capital Partners private wealth advisers conferring about strategic wealth management.

A CAREER WITH US

Why You’ll Thrive with Us

A Unique Vibe: Be part of a company where every team member’s voice is valued and where collective success is a shared goal. Proudly owned and led by our own people, we offer an inclusive, inspiring, and empowering environment. Our youngest equity partners is 27!

Empowerment & Growth: Leadership here means more than just managing; it’s about truly developing and growing your team. Create a work environment where personal and professional advancement are not just encouraged but celebrated.

Continuous Development: We are dedicated to your growth with ongoing training and development opportunities with monthly team training and scope to learn skills on the role.

The Key Details

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

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

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

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

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

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

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

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

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

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

A proactive and analytical approach to problem solving;

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

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

Clear written and verbal communication skills;

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

Demonstrated commitment to quality, accuracy and attention to detail;

Familiarity with handling matters of a confidential and sensitive nature; and

Comfortable to work autonomously with minimal supervision but collaborative where appropriate.

: Minimum 2 years’ experience in a similar role within the Financial Planning industry

Experience working with HNW Clients with complex entity structures preferable

Who We Are

About Capital Partners

Capital Partners is an award-winning Financial Planning firm based in Perth. We are committed to uncomplicating your financial life by providing wealth solutions that are informed by life conversations. Our culture is defined by four simple words: Think, Do, Live, Play.

Think beyond self: We genuinely care for people and listen and act with heart. We believe in service above self and always go the extra mile.

Do the right thing: We do what we say, take responsibility, and are open, honest, and fair. We believe in having conversations that matter.

Live above the line: We have a growth mindset and commit to learning and growing ourselves and others. We always bring our best and look for better ways to do things.

Play as one team: We lean into challenges, speak up, participate, and collaborate. We play to our strengths and ask for help when we need it.

Join us and be a part of our journey!

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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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