Client Service Associate About Us
Kelly+Partners Group (ASX:KPG) is one of Australia's most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we are a certified Great Place to Work 4 years running, listed as one of the Best Workplaces for Women in Australia in 2023, winner of the Australian Business Awards for Employer of Choice 2022 and a B Corppany who operate with one clear mission: "to help our people, Private Business Owners and themunities we work in be better off."
Why join us at Kelly+Partners?
In addition to working in an organisation that ismitted to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:
1. Real and attainable career progression
2. In depth mentoring by your Client Director
3. Genuinemitment and access to bespoke learning and professional development
4. Opportunity to have equity ownership in a growing business
5. Collaborative, dynamic and engaging culture
This position will have responsibility for the following:
6. Client Service Associate - managing iing and outgoing client correspondence
7. Account Opening, Document and File Management, data entry
8. Manage wrap platforms
9. Prepare client reports and presentations and work closely in support of our Wealth Partners
10. Cash Management and share transfers
11. Manage personal insurance submissions
12. Ensurepliance procedures are met
13. Book meetings and appointments
14. Administrative and operational support for the Wealth business
To be successful in this role you will have the following skills and attributes:
15. HSC and or Degree qualified
16. Prior experience in wealth management, working as either a desk assistant, Client service associate or within back office functions
17. Interest in building a long term career in wealth management/ financial planning
18. Experience in using wrap platforms
19. Strong organisational skills and attention to detail
20. Proactive and driven attitude, self-motivated and enthusiastic
21. Proficient in Excel, Word, PowerPoint
22. Published on 18 Apr 2024, 10:16 PM
Job ID J4PDP