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