Kelly+Partners Griffith3 followers17 jobs

Client Service Associate (Operations)

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 2 months agoVerified 2 months ago
Pending fitX of Y criteria met

About the job

The Client Service Associate (Operations) position at Kelly+Partners is all about being the first point of contact for advisors and clients, providing exceptional customer service and operational excellence. This job plays a vital role in ensuring a smooth customer experience, which is essential for the success of the firm. The team thrives on collaboration and is dedicated to personal and professional growth, making it a fantastic opportunity for anyone looking to make a meaningful impact in a supportive environment.

Meet the team

About the company

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You'll be responsible for

📊

Maintaining investment portfolio accounts

Managing and updating investment portfolio accounts and data to ensure accuracy and efficiency.
📑

Preparing investment proposals

Creating compelling investment proposals and pitch packs to support advisors in their client interactions.
🛡️

Providing insurance administration support

Assisting with insurance administration tasks to ensure seamless operations and client satisfaction.

Key criteria

🎓

Degree in relevant field

Possession of a degree in Commerce, Economics, Business, or Data

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💻

Microsoft Office proficiency

Demonstrated working knowledge of Outlook, Excel, Word, and PowerPoint

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📊

Experience in financial services

Some work experience in wealth management or related fields

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Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Degree in relevant field
Possession of a degree in Commerce, Economics, Business, or Data

View

Microsoft Office proficiency
Demonstrated working knowledge of Outlook, Excel, Word, and PowerPoint

View

Experience in financial services
Some work experience in wealth management or related fields

View

AI knowledge
Understanding of AI concepts is ideal for operational tasks

View

Strong attention to detail
Ability to maintain accuracy in data entry and communications

View

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