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 Corp company who operate with one clear mission: "to help our people, Private Business Owners and the communities we work in be better off.” 

Why join us at Kelly+Partners?

In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:

• Real and attainable career progression
• In depth mentoring by your Client Director
• Genuine commitment and access to bespoke learning and professional development
• Opportunity to have equity ownership in a growing business
• Collaborative, dynamic and engaging culture

This position will have responsibility for the following:

• Client Service Associate - managing incoming and outgoing client correspondence
• Account Opening, Document and File Management, data entry
• Manage wrap platforms
• Prepare client reports and presentations and work closely in support of our Wealth Partners
• Cash Management and share transfers
• Manage personal insurance submissions
• Ensure compliance procedures are met
• Book meetings and appointments
• Administrative and operational support for the Wealth business

To be successful in this role you will have the following skills and attributes:

• HSC and or Degree qualified
• Prior experience in wealth management, working as either a desk assistant, Client service associate or within back office functions
• Interest in building a long term career in wealth management/ financial planning
• Experience in using wrap platforms
• Strong organisational skills and attention to detail
• Proactive and driven attitude, self-motivated and enthusiastic
• Proficient in Excel, Word, PowerPoint