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Client Account Onboarding Officer [3 month contract]

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: Paying between $28-33 p/h + super

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 1 to 3 years of experience

Our Client is a global tier-one Investment Bank seeking a Client Account Onboarding Officer to join their Sydney team for a 3 month contract.

The contract has the potential to carry on longer term and could evolve into a permanent position within operations, in the client onboarding team or as a client services support staff member. The rate payable will be dependant on experience and likely within the range of $28-33ph + super.

Responsibilities:

  • Review and Approve new client accounts
  • Coordinate International Asset Transfers with custodians and broker counterparties
  • Assist PWM Operations Manager with responsibilities as outlined in the PWM Supervisory Manual.
  • General administrative support for the maintenance of PWM accounts, including scanning and filing where required

Requirements:

  • NASD and NYSD Rules and an understanding of FSA Regulations.
  • 2 years experience in the Australian and global securities markets.
  • Knowledge and understanding of financial markets fundamentals.
  • International Market Operations experience highly regarded
  • Finance Degree highly regarded, but not essential
  • Experience in financial market operations
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