Capital Partners Private Wealth Advisers in West Perth is seeking a Client Service Associate to join our client services team. You will act as a trusted client champion, understanding client needs and ensuring we consistently exceed expectations while supporting the Advice team.
In this role you will manage multiple priorities, maintain data integrity in client records, and build robust relationships with clients and external providers, including trusts and SMSFs.
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📌 Client Service Associate: Elevate Client Experience (Perth)
🏢 Important Business
📍 Perth
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