Client Services Operations Officer

Written by Anton Murray Consulting Consulting on .

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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


  • 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

Contact us in Melbourne


Phone:+61 3 9653 9222

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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