Company Description Capital Managers is an established Western Australian financial planning practice that has been supporting clients since 1989. The firm focuses on innovative and flexible wealth accumulation and preservation strategies to help individuals navigate financial change throughout their lives.

Capital

Managers has built long-term relationships by adapting to clients’ evolving needs and circumstances. The business uses a variety of communication methods to deliver high-quality advice and services to clients across Australia. Team members join a practice that values professionalism, client care, and long-term financial wellbeing.

Role Description The Client Services Officer is a full-time, on-site role based in North Beach, WA. This position supports financial planners and clients by managing day-to-day administrative and service activities across the advice process. Typical tasks include preparing and processing client documentation, maintaining accurate records in CRM and planning systems, and coordinating appointments and follow-up communications. The role involves liaising with clients and external providers, responding to service inquiries, and ensuring timely completion of applications, transfers, and other implementation tasks.

The Client Services





Officer also contributes to continuous improvement of client service standards and supports compliance with regulatory and internal policies.

Qualifications

- Strong client service and communication skills, with the ability to build skilled relationships and respond clearly to client inquiries.
- Solid administrative and organizational skills, including document management, data entry accuracy, and task prioritization in a busy environment.
- Proficiency with office software (e.g., Microsoft Office Suite) and willingness to learn financial planning, CRM, and workflow systems.
- Attention to detail and problem-solving skills to ensure high-quality work, error detection, and reliable follow-through on client requests.
- Ability to work collaboratively in a small team, take initiative, and manage deadlines with minimal supervision.
- Previous experience in financial services, wealth management, or a professional client-facing environment is highly regarded.
- Understanding of basic financial planning concepts or a related qualification (e.g., certificate or diploma in business, finance, or administration) is an advantage.
- Commitment to ethical conduct, confidentiality, and compliance with relevant regulations and company policies.

📌 Client Services Officer (North Beach)
🏢 Capital Managers
📍 North Beach