Client Service Associate (Operations)
at KellyPartners
Sydney NSW 2000, New South Wales, Australia -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 23 Apr, 2025 | Not Specified | 23 Jan, 2025 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
- Consistent growth of 30% per annum
- Diverse range of clients
- Mentoring by senior management
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.
Responsibilities:
- Investment Portfolio account maintenance and data
- Preparing investment proposals and pitch packs
- 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
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Accounting
Accounts / Finance / Tax / CS / Audit
Accounts Management
Graduate
Proficient
1
Sydney NSW 2000, Australia
