Client Service Associate

at  KellyPartners

• Clearly defined career progression strategies to help you reach your professional goals
• Learn industry leading best practices that have helped Kelly+Partners achieve 30% YOY growth
• Annual Rewards and Recogniton for top performers

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.”

• 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
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