Opportunities

Stockbroking Operations/ Client Services – 12 month Contract

Written by Anton Murray Consulting Consulting on .

Apply for this Job →

Location: melbourne

Salary description:

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

Our client is a global brokerage firm and within their operations division they are seeking an additional Client Services support for 12 months.

The team is responsible for supporting client onboarding, client account maintenance, deceased estates processing, CHESS sponsorship and intermediary/external planner functions.

Ideal candidates will have at least 2 years experience in stockbroking / equity operations. The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector

Responsibilities:
• Provide exceptional client service support to internal and external clients alike
• Complete Equity transfers including: Broker-to-Broker; HIN; Off/On Market transfers and conversions
• Assist client CHESS transfer queries
• Process Deceased Estates / Change Trustee queries
• Chess Sponsorship
· Intermediary & External Planner administration
• Understanding of the various legislation and regulations within the financial services industry (AML, FATCA and CRS requirements)

Contact us in Melbourne

LEVEL 30, 35 COLLINS STREET
MELBOURNE VIC 3000

Phone:+61 3 9900 6333

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

Newsletter Archives