Lead the team that creates an exceptional first impression.
Are you an experienced client service professional who takes pride in creating a warm, polished and seamless experience?
We're looking for a Client Concierge Team Lead to guide our front-of-house team and oversee the day-to-day coordination of our workplace.
This is a hands-on leadership role for someone who enjoys supporting people, solving problems and ensuring the small details are considered.
WHY YOU'LL LOVE WORKING WITH US
We are proudly team‐owned and nationally recognised:
FAAA Qualified Practice of the Year *****, ****, ****)
#3 Best Places to Work in Australia (WRK+)
Western Australia's only CEFEX‐certified financial planning firm
This is a place where people care deeply, about clients, about each other, and about doing meaningful work.
YOUR ROLE
In this role you will lead the delivery of an exceptional front-of-house and workplace experience.
Also:
Be trusted to make day-to-day decisions, manage competing priorities and identify more effective and efficient ways of the team operating.
Lead, coach and support the Client Concierge team, creating a culture of trust, accountability and collaboration.
Deliver a warm, professional and consistent experience for every client, visitor and team member.
Oversee reception, meeting spaces, workplace resources, facilities, vendors and day-to-day office logistics.
Manage front-desk enquiries, communications and workflows, connecting people with the right support.
Set team priorities, coordinate work allocation and ensure service standards and business objectives are achieved.




YOUR WINNING FORMULA
At least three years' experience in professional services within a client-facing, reception, office management or similar role
Demonstrated experience supporting or leading a team
Strong working knowledge of Microsoft Teams or an equivalent softphone system, including call-flow management, as well as Calendy or similar
Strong organisation and attention to detail, with a calm and structured approach
Clear, professional communication with clients and internal teams
Confidence solving problems in real time and seeing issues through to resolution and a proactive approach
THE HEART OF CAPITAL PARTNERS
We live our four core values every day: Think, Do, Live, Play.
Think beyond self: We care for people, listen and act with heart, and go the extra mile.
Do the right thing: We do what we say, take responsibility, and have conversations that matter.
Live above the line: We have a growth mindset, commit to learning, and always look for better ways.
Play as one team: We lean into challenges, speak up, participate, and collaborate—asking for help when we need it.
HERE'S YOUR OPPORTUNITY
A values‐led, high‐trust culture
Rewards & recognition for doing the right thing
Regular social events and team workshops
Access to personal financial advice from award‐winning advisers
Learning, development, and career growth opportunities
If you're ready to lead a team that plays an important role in creating an exceptional client and workplace experience, we'd love to hear from you.
Apply today by submitting your resume and cover letter.

📌 Client Concierge Team Lead (Perth)
🏢 Capital Partners Consulting
📍 Perth