Client Services Operations Officer
Apply for this Job →Location: Melbourne
Salary description: Market Rate
- $50-100k AUD Equivalent
- Permanent
- 3 to 7 years of experience
Our client is a wealth management firm seeking a Client Services Operations Officer to join their Melbourne office.
The role will be part of a team that supports both local and overseas units relating to the onboarding and ongoing maintenance of client accounts and data integrity.
The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector.
Key responsibilities:
- Ensuring all daily processes and SLAs are met within applicable timeframes
- Manage day to day BAU in line with team objectives and regulatory requirements
- Identifying process improvements
- Maintaining a culture of high performance and excellent service for both internal and external clients
- Contribute to additional administration projects as requested by management
- Provide exceptional client service support to internal and external clients alike
- Liaise with various departments across the wealth management business
Qualifications:
- Desirable tertiary qualification in Finance, Commerce
- Understanding of regulatory rules and how they apply to the business
- Experience in the production of procedure writing documents, spreadsheets
- Understanding of the various legislation and regulations within the financial services industry (AML, KYC, FATCA and CRS requirements
- 3 -5 years of sponsorship/ asset transfer experience