Join Capital Partners as a Client Service Associate!

We are looking for a Client Champion to join our dynamic client services team at Capital Partners! If you’re already immersed in this space and are passionate about delivering exceptional experiences, we want to hear from you. In this role, you'll work closely with clients and the team to understand client needs, ensuring we consistently exceed their expectations.

This is not just a job; it’s a career path for those who want to specialise and excel in client services. Join us in creating outstanding experiences that truly make a difference!

WHY THIS ROLE COULD BE PERFECT FOR YOU:

Join us in our West Perth office, where your client-focused talents will shine. You’ll enhance our Advice team while loving the behind-the-scenes work—no task is too big or small.

- Outstanding Client Experience: Provide exceptional service as a key contact for clients, ensuring they receive the best outcomes.
- Client Service Expertise: Bring your experience in dealing with clients and their structures (accounts, trusts, SMSFs, and deceased estates) to support our clients effectively.
- Juggling Priorities:



Coordinate multiple priorities and deadlines while pre-emptively identifying client needs and ensuring seamless service delivery.
- Relationship Building: Maintain strong connections with external providers and stakeholders.
- Data Integrity: Ensure high accuracy and compliance in client records.

YOUR WINNING FORMULA:

To succeed as a Client Service Specialist at Capital Partners, you will bring a blend of skills that make a difference. We’re looking for someone who is:

- Intermediate to advanced skills in Microsoft Office Suite.
- Excellent written and verbal communication skills.
- We’re looking for a proactive problem-solver who’s comfortable navigating ambiguity. If you’re resourceful and resilient, you’ll fit right in.
- Solid abilities to juggle multiple priorities and deadlines.
- Thrive in a dynamic environment with a proactive problem-solving approach.

YOUR NEXT STEP:

Ready to make a significant impact and grow your career?

Apply by submitting your resume and cover letter!

📌 Client Service Associate (Perth)
🏢 Capital Partners Private Wealth Advisers
📍 Perth