Client Service Associate (Operations)
Sydney, New South Wales, Australia
Full Time
8 hours ago
Key skills
AICommunication
About this role
At Kelly+Partners, we operate with one clear mission: "to help our people, private business owners, and the communities we work in Be Better Off". We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.
About Kelly+Partners
- Top 20 accounting firm in Australia
- Certified Great Place to Work 3 years running
- Winner of the Australian Business Awards for Employer of Choice 2022
- Awarded one of Australia’s Best Workplaces for Women 2023
- Established in 2006 and growing at over 30% per annum
Why Join Us?
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:
- Opportunity to have equity ownership in a Top 20 Accounting Firm
- Diverse range of clients to grow your skills
- Interstate retreats and company events
- Modern, bright workplaces with state-of-the-art technology
- WFH and flexible work arrangements
- CA and postgraduate study support
- Employee Assistance Program
- Paid Community Service Leave
The Opportunity
As a Client Service Associate (Operations) you will be the first point of contact for advisors/clients through face to face, phone or email channels. The key focus here will be to provide exceptional customer service and operational excellence in the customer experience.
Position Responsibilities
- Investment Portfolio account maintenance and data
- Preparing investment proposals and pitch packs
- Insurance administration support
- Excel Spreadsheet maintenance and input
- Set up new investment and bank accounts
- Office administration and data entry
- Draft and email client communications
- Keeping minutes for Internal and external meetings
- Inbound and outbound calls; managing enquires from advisors and clients
- Meeting / Diary Management for Advisors
- Compliance tasks
About You
- Degree qualified in relevant field (Commerce, Economics, Business, Data)
- Working knowledge of Microsoft Office (Outlook, Excel, Word, PowerPoint)
- AI knowledge ideal
- Some work experience, ideally in wealth management or financial services.
- Self-starter and motivated
- Attention to detail and great communication skills