Client Service Associate

About UsKelly+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 progressionIn depth mentoring by your Client DirectorGenuine commitment and access to bespoke learning and professional developmentOpportunity to have equity ownership in a growing businessCollaborative, dynamic and engaging cultureThis position will have responsibility for the following: Client Service Associate - managing incoming and outgoing client correspondenceAccount Opening, Document and File Management, data entryManage wrap platformsPrepare client reports and presentations and work closely in support of our Wealth PartnersCash Management and share transfersManage personal insurance submissionsEnsure compliance procedures are metBook meetings and appointmentsAdministrative and operational support for the Wealth businessTo be successful in this role you will have the following skills and attributes:HSC and or Degree qualifiedPrior experience in wealth management, working as either a desk assistant, Client Service Associate or within back office functionsInterest in building a long term career in wealth management/ financial planningExperience in using wrap platformsStrong organisational skills and attention to detailProactive and driven attitude, self-motivated and enthusiasticProficient in Excel, Word, PowerPoint