Create Seamless Client Experiences at Capital Partners: Become Our Client Concierge
Bring clarity, calm, and polish to the front of house. As our client concierge, you'll coordinate arrivals, prepare meeting spaces, manage calls and logistics, and keep the office running smoothly—so advisers can focus on clients. You'll be trusted to anticipate needs, communicate clearly, and elevate every interaction.
WHY YOU'LL LOVE WORKING WITH US
Imagine being part of a company where every voice matters and every contribution counts. We're proudly owned and led by our team members, creating an inclusive, collaborative, and inspiring workplace. We value curiosity, encourage innovative thinking, and celebrate initiative.
WHO WE ARE AT CAPITAL PARTNERS
* Recognised Industry Leaders in Financial Planning: Capital Partners is the FAAA Professional Practice of the Year for 2024, our third time receiving this honour (2017, 2019, 2024).
* AwardWinning Culture: We ranked #3 in Best Places to Work in Australia (WRK+ Program). Happy, healthy clients are served by a happy, healthy team.
* Commitment to Excellence: We're accredited by The Centre for Fiduciary Excellence (CEFEX)—the only CEFEX Certified firm in Western Australia, affirming our adherence to the Global Standard of Fiduciary Excellence.
YOUR ROLE
As the first point of contact for clients and visitors, you'll set the tone for an exceptional experience. This role is about more than answering phones—it's about creating a warm, professional, and seamless welcome every time.
* Deliver an unforgettable first impression: Greet clients and guests with genuine warmth and professionalism, ensuring they feel valued from the moment they arrive.
* Own the frontofhouse experience: Keep reception and meeting spaces immaculate, manage refreshments, and ensure everything is ready for client meetings.
* Be the hub of coordination: Manage incoming calls, emails, and deliveries efficiently, directing queries to the right people without delay.
* Stay one step ahead: Anticipate needs, prepare meeting rooms, and keep office supplies stocked so the team can focus on what matters most.
* Support the team: Assist with administrative tasks, calendar coordination, and adhoc projects that keep the office running smoothly.
* Champion clear communication: Be honest about priorities and capacity and collaborate with colleagues to ensure deadlines are met.
* Connect the dots: Ask the right questions, spot opportunities to help, and make life easier for clients and team members alike.
YOUR WINNING FORMULA
* At least a year of experience as a receptionist/concierge or in a customer facing role.
* Strong attention to detail and the ability to manage multiple deadlines.
* Strong communication and interpersonal abilities.
* Comfortable working with and collaborating across diverse internal teams.
* Proficient in Microsoft Office Suite (especially Outlook and Teams).
* A passion for creating an exceptional client experience.
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 culture that takes values seriously. Including regular social events and team workshop activities.
* Be recognised for doing the right thing through our rewards & recognition program.
* Access to personal financial advice from our awardwinning advisers and the chance to work closely with experts in their field.
* Flexible start and finish times, with support for wellbeing and growth.
Apply today by submitting a resume and cover letter
*We will begin screening candidates on the 8th of January 2026