Client Service Specialist (Remote)

Client Service Specialist | Capital Partners Consulting | Australia

Seize the Opportunity: Join Capital Partners as a Client Service Specialist!

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 to specialise and excel in client services. Join us in creating outstanding experiences that truly make a difference!
 

WHY YOU’LL THRIVE WITH US:

• A Unique Vibe: Be part of a company where every team member’s voice is valued, and collective success is a shared goal. We offer an inclusive, inspiring, and empowering environment.
• Empowerment & Growth: We champion leadership at all levels, join us in an environment where personal and professional advancement are celebrated.
• Cutting-Edge Innovation: We value forward-thinking ideas and a commitment to excellence, involving you directly in creating systems that drive meaningful improvements.
• Continuous Development: Ongoing training opportunities, including monthly team sessions, support your growth.

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.
• Financial Planning Expertise: Bring your experience in dealing with HNW clients and their structures (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.
• Training & Development: Assist in training new or junior team members to enhance overall team performance.

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:

• Tech Savvy: Intermediate to advanced skills in Microsoft Office Suite.
• Clear Communicator: Excellent written and verbal communication skills.
• Organised & Efficient: Strong abilities to juggle multiple priorities and deadlines.
• Adaptable & Proactive: Thrive in a dynamic environment with a proactive problem-solving approach.
• Collaborative Spirit: Comfortable working autonomously and collaborating effectively.

WHY CAPITAL PARTNERS?

• Innovative Culture: Be part of a forward-thinking company where every voice is valued.
• Growth Opportunities: Explore pathways for advancement within our award-winning firm.
• Supportive Environment: Benefit from ongoing training and a collaborative team atmosphere.

YOUR NEXT STEP:

Ready to make a significant impact and grow your career?

Include a cover letter with your application and let us know what your superpower is!

Join Capital Partners and become a key player in delivering exceptional client experiences with a great team!

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home