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Client Service Manager
Private Wealth - North Sydney
  • Close to Public Transport - North Sydney Location
  • People focused culture where strong performance is rewarded
  • Benefit from ongoing training and development

Kelly+Partners is one of the country’s most progressive and fast growing accounting firms looking after private business owners and high net worth individuals. As an organisation, everything we do is guided by a set of principles that define our character and culture. As a team we strive to live out our values each and every day:

  • Want The Best For Others
  • Does What They Say
  • One Team, One Best Way

 

ABOUT THE ROLE:  A fantastic opportunity has just become available for a Client Service Manager with a passion for wealth management to join this growing firm in North Sydney. Your main responsibilities is to provide high quality service to clients whilst supporting the wealth advisors with the administration of client portfolios; we offer an attractive salary package, good work environment along with flexible working arrangements.

 

This position will have responsibility for the following:

  • Client Service Management - managing incoming and outgoing client correspondence
  • Account Opening, Document and File Management
  • Manage wrap platforms
  • Prepare client reports and presentations
  • Cash Management and share transfers
  • Manage personal insurance submissions
  • Ensure compliance procedures are met
  • Book meetings and appointments

ABOUT YOU:

To be successful in this role you will have the following skills and attributes:

  • Degree qualified
  • Prior experience in wealth management, working as either a desk assistant, CSM or within back office functions
  • Interest in building a long term career in wealth management
  • Experience in using wrap platforms
  • Strong organisational skills and attention to detail
  • Proactive attitude, self-motivated and enthusiastic
  • Proficient in Excel, Word, PowerPoint
  • Ability to work under pressure and take instructions.

HOW TO APPLY

Please complete the requested work history & education information on the application page.  Don't forget to include a copy of your resume.

This is the perfect opportunity to join a supportive team environment where the company rewards its employees.

 

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